Roundhill Investments

NVIDIA's Jensen Huang telling us he sees no sign of a 2029 memory glut, even as memory stocks continue to take a hit.

We'll discuss the tech trade with the CEO of Roundhill Investments, which does manage DRAM, the first-ever memory stock ETF.

And AI's growing cyber risks, how OpenAI helped discover a major software vulnerability that could impact 70% of websites worldwide, and how governments and companies are scrambling for a fix.

As for markets, a little bit of a chop here this morning.

That's going to get

solved.

Joining us this morning at Post 9, as we said, Roundhill Investment CEO Dave Mazza.

Roundhill runs the memory ETF DRAM and more recently launched the NeoCloud ETF NCLD.

And today I am pleased to announce we got David Bonson here, who is the head of CIO of the Bonson Group.

And we got Drew Pettit from Roundhill Investments.

He's a chief investment strategist.

The last time I talked to Drew, he was at Citibank.

All right, it's time for your call sheet where we look at the topics driving the trading day ahead.

Crew members today, Michael Rourke of Jones Trading, Drew Pettit of Roundhill Investments, and Frank Capillari of Capthesis, also a CNBC Pro contributor.

We have you all here in studio.

This is such a treat this Tuesday morning.

Today, speed and precision are the edge.

Few firms exemplify that shift more than Roundhill Investments does.

Roundhill closed out 2025 at under $10 billion in assets.

Today, they sit at more than $40 billion across 50-plus funds.

They've done it not by index hugging, but by packaging ideas where no clean wrapper existed before.

Single-stock weekly income, zero DTE options strategies, and laser-focused thematic plays like DRAM their memory ETF that surged past $25 billion to become one of the fastest growing products in ETF history.

As we've seen with the market dynamics evolve, particularly in the post-COVID period, themes really matter more than just what sector you're in or what style you're in.

Joining us today is Roundhill CEO Dave Mazza to break down how retail order flow has shifted from a contrarian signal to a leading market indicator, why memory, not raw compute, is becoming the real bottleneck in the next leg of AI infrastructure, and where the next wave of ETF innovation is headed.

Our next guest calling the sector in transition.

He joins us now, CEO of Roundhill Investments.

Manager of this ETF is Dave Maza.

And there he is.