The creator is buying the Roundhill Memory ETF, believing there is still room for growth in the memory sector despite recent gains.
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The creator discusses key infrastructure bottlenecks in the AI industry, identifying specific companies and...
Jul 31, 2026
The creator discusses key infrastructure bottlenecks in the AI industry, identifying specific companies and sectors that stand to benefit from the ongoing demand for data centers, specialized chips, and memory.
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Broadcom is a top holding for the creator, benefiting from the high demand for specialized AI chips.
Nvidia is a top holding for the creator due to its critical role in supplying specialized AI chips.
The creator has invested in Iren as part of their strategy to capitalize on AI infrastructure needs.
The creator has invested in CoreWeave due to its role in addressing data center infrastructure bottlenecks.