A new ETF has been launched focusing on memory chip companies, with the bottleneck in this sector expected to persist for the next 2-4 years.
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How Kurv Picks Tech Stocks
Jul 19, 2026
The creator discusses the KQQ ETF, highlighting its active management strategy which involves underweighting the Mag 7 and overweighting semiconductors, and active option strategies to outperform the Nasdaq 100. They also touch upon the income distribution range and NAV performance of the fund, and delve into the stock selection criteria for companies that are monopolies in their industries, citing Microsoft, Nvidia, and Google as examples of tech giants with sustained high growth.
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Tesla stock can move up 15% consecutively over 3 days and then drop 20% one day, illustrating the sentiment-driven risk in equities.
ASML, a Dutch company, is mentioned as the sole maker of advanced lithography equipment for chips, with a year-long backlog on orders, highlighting supply chain constraints.
Samsung is identified as one of the three main global producers of HBM chips, facing production limitations.
Intel is favored due to government support and capital infusion, making it a strategic semiconductor investment.
Micron is a semiconductor company that the fund has allocated to, benefiting from a shift away from Mag 7 stocks.
Oracle is mentioned as a technology company listed on the New York Stock Exchange, not included in the Nasdaq 100.
Spotify is mentioned as a technology company listed on the New York Stock Exchange, not included in the Nasdaq 100.
Costco is mentioned as a component of the Nasdaq 100 that is not considered a true technology company, despite its supply chain technology.
Netflix is identified as a 'tech titan' that uses technology to disrupt its vertical and generates revenue globally.
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