AI: From Buzzword to Essential - Innovations in Tech and Inclusivity
AI Daily Podcast
Exploring Innovations in Artificial Intelligence Technology
Welcome to another insightful episode of the AI Daily Podcast, your go-to source for the latest in AI advancements and trends! This episode delves into how societal shifts and thematic investments are crucial in shaping th…
Charles’ Take: Assessing What Fuels Bearish Sentiment
Charles Payne is joined by Dave Mazza, CEO of Roundhill Investments, to discuss why heavy spending from tech giants is a necessary investment in future infrastructure. They explore a shift in focus toward hardware and testing companies like Micron, Light, and Teradyne, while highlighting growth in …
Investing in MARS: ETF Using RKLB, LUNR, ASTS & Others as Tech Evolves
Dave Mazza with Roundhill Investments returns to the Watch List to talk about his firm's MARS ETF. It includes high-beta stocks in the space race like Rocket Lab (RKLB), Intuitive Machine (LUNR), and AST Spacemobile (ASTS) among others. Dave explains why Roundhill sees these names leading the space…
#67 - Dave Mazza, Chief Executive Officer, Roundhill Investments: ETF Innovation, Portfolio Construction, and the Changing Role of Diversification (recorded 03/25/26)
In this episode of The Bull of Wall Street, Talley Leger is joined by Dave Mazza, Chief Executive Officer of Roundhill Investments, for a discussion on markets, ETFs, portfolio construction, and how investors may think about diversification in the current environment.
Drawing on a long profession…
Memory "True Bottleneck" of AI: Dave Mazza's Offers Bull Case & Roundhill DRAM ETF
Dave Mazza with Roundhill Investments calls memory the "true bottleneck" of AI. As demand outpaces supply, he explains how previous "boom and bust" cycles in tech differ from the rally stocks like Micron (MU), SanDisk (SNDK), and Western Digital (WDC) are experiencing. Dave sees "incredible" revenu…
ETF Prime Special Edition: Inside DRAM’s Race to $10 Billion
Dave Mazza, CEO of Roundhill Investments, goes inside the launch and rapid growth of DRAM, the fastest ETF to reach $10 billion in assets.
Capitalizing on HALO Stocks & AI Memory: Dave Mazza Talks LOHA & DRAM ETFs
When it comes to heavy asset, low obsolescence stocks, Dave Mazza of Roundhill Investments talks about how his firm's HALO ETF (LOHA) capitalizes on the trend. As for the memory trade, he talks about Roundhill's Memory ETF (DRAM) and the surge it has seen since inception earlier this year. When it …
Charles' Take: Is SpaceX the Ultimate AI Bet?
Charles is joined by Hudson Hill Investments CEO Dave Mazza to discuss the future of SpaceX as it shifts toward becoming an AI infrastructure company, the performance of the Mars ETF, and why Micron's upcoming earnings report represents the most important market catalyst on the horizon.
Learn mo…
MU Earnings Takeaways & Global Memory Shortage Impacts on AI Trade
Dave Mazza and Ryan Shrout discuss their biggest takeaways from Micron's (MU) earnings and what it means for memory stocks moving forward. Dave explains why ongoing supply constraint margins will be higher than average moving forward while Ryan talks about his outlook for memory stocks beyond Micro…
Dave Mazza on New Roundhill ETF Focusing on MLCCs, AI's 'Unsung Heroes'
Roundhill Investments' Dave Mazza returns to the Watch List to discuss the firm's new MLCC & Electronic Components ETF (CCML) as a way to boost investor exposure to AI's "unsung heroes." The ETF includes many global companies like Murata, Samsung, and Yageo among others. As Dave explains, his firm …
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