Episode Details

Memory cycles are supposed to be cyclical. This one hasn't been acting like it. In this clip we get into what that did to the stocks — and what kind of ETF even belongs in a tape like this.

Malcolm and Thomas break down the abnormality of the current memory boom and the stock growth around names like SanDisk and Apple: the kind of run that doesn't look like the old cycle. Then they get into how unpredictable that makes the next move, why "safe" still has a job, and Roundhill's more unusual ETF offerings — vehicles built for a market that doesn't always fit the textbook. If the last investing clips were mindset and inflation, this one is the tape: a boom, two names, and a product that doesn't look like a vanilla index.

⏱️ Timestamps:

00:00 — The Memory Cycle Boom

01:02 — Unprecedented Stock Growth

01:32 — Predicting Market Trends

02:23 — Roundhill's Unique ETFs

📊 Key takeaways from this segment:

• The current memory cycle has not been behaving like a normal boom-and-bust

• Names like SanDisk and Apple have put up the kind of stock growth people don't usually get to see

• Roundhill's ETF lineup is the "now what" — unusual products for a tape that won't sit still

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⚠️ Disclaimer: We are not financial advisors, tax professionals, or legal experts. All content is for educational and entertainment purposes only. The views expressed are strictly our own. Always do your own research and consult qualified professionals before making major decisions.

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