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What is an MLCC? Learn from our ETF Strategist @ThomasDiFazio as he walks you through what they are and how we believe they may be a bottleneck in the AI trade. Learn more about the Roundhill MLCC & Electronic Components ETF $CCML here: roundhillinvestments.com/etf…
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Small Cap trades at the cheapest P/E of the major indices. That doesn't make it a buy. Once you factor in growth and earnings revisions, the Russell 2000 actually looks like the least attractive index of the bunch. More in today's Market Memo (9/24/2026):
Article

Small Cap Headaches

Authors: @DrewMPettit @ThomasDiFazio @MazzaDave Summary The Russell 2000 trades at the lowest P/E of the major indices (S&P 500, NASDAQ-100), but once you factor in growth, it has the least

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Roundhill is headed to Houston. We are a proud sponsor of HOOD Summit '26, and the team will be at our booth both days. Come say hello, talk markets, and see what we are building next. See you there. @RobinhoodApp
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WeeklyPay™ ETFs Distribution Announcement.
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The NASDAQ-100 has decisively punched to record relative highs versus the Russell 2000. We think there's more to go in this move. More in today's Market Memo (9/24/2026):
Article

Mega Caps on Offense

Authors: @DrewMPettit @ThomasDiFazio @MazzaDave Summary The NASDAQ-100 just outpaced the Russell 2000 by a statistically rare +2 standard deviation move (the kind of shift that's only happened a

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Distribution announcement for $MAGY.
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The Roundhill Magnificent Seven ETF $MAGS has crossed $5 Billion in AUM. Consider investing: roundhillinvestments.com/etf… *As of 9/23/2026
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Memory stocks shook off the AI slowdown scare and are back at the top of a two-month range. We think the pieces are in place for $DRAM to break out from here. Read more in our outlook for the Roundhill Memory ETF: blog.roundhillinvestments.co…
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Trading desks and headlines keep pointing to crashing retail sentiment. What they're not telling you: retail investors actually raised their stock allocations in August. Feel bearish, act bullish. More in today's Market Memo (9/23/2026):
Article

Sentiment Revisited: Bearish Survey, Bullish Wallet

Authors: @DrewMPettit @ThomasDiFazio @MazzaDave Summary AAII's weekly sentiment survey just flipped sharply bearish as the bullish-bearish spread fell to -33%, a level last seen during the 2008

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Distribution announcement for $XDTE, $QDTE, & $RDTE.
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The Roundhill Neocloud ETF $NCLD has crossed $100 million in AUM. Consider investing: roundhillinvestments.com/etf… *As of 09/22/2026
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Analysts keep raising the bar for the Magnificent Seven while trimming 2029 estimates elsewhere. That gap in earnings revisions helps explain why mega cap leadership has returned. More in today's Market Memo (9/22/2026):
Article

Revision Trend Is Your Friend

Authors: @DrewMPettit @ThomasDiFazio @MazzaDave Summary Wall Street keeps raising the bar for the Magnificent Seven. 2026 EPS estimates are up 24% since March, with 2027-2029 estimates up 11-14%. The

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The Roundhill GLP-1 & Weight Loss ETF $OZEM top 10 holdings snapshot👇 $LLY $NVO $PFE $KLRA $VKTX $AMGN
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Distribution announcement for $YBTC & $YETH.
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$WEEK Distribution Announcement
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The Roundhill Magnificent Seven ETF $MAGS is trading at an all time high today. Learn More: roundhillinvestments.com/etf…
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$TOPW Distribution Announcement
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Don't be fooled by a falling index P/E and fewer high multiple stocks under the surface. Growth expectations baked into prices are still near decade highs, and that changes the real valuation picture. More in today's Market Memo (9/21/2026):
Article

The Market Isn’t Getting Cheaper

Authors: @DrewMPettit @ThomasDiFazio @MazzaDave Summary S&P 500 forward P/E has fallen this year even as the index is up ~12%. But that doesn't mean stocks are getting cheaper. The EPS growth rate

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Here's a look at the week ahead for Roundhill ETF distribution announcements.
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