Tuttle Capital Concentrated Memory Stack ETF is an actively managed ETF focused on the memory semiconductor ecosystem. It seeks concentrated exposure to companies involved in the development, manufacturing, packaging, testing, and commercialization of memory technologies, including DRAM, NAND, and high-bandwidth memory, as well as the equipment, materials, and services that support those businesses. The fund typically holds a high-conviction portfolio of around 20 to 35 names and generally emphasizes established operating companies rather than pre-revenue or development-stage firms. Its portfolio is centered on the technology sector and is designed to capture the interconnected supply chain behind memory chips used in AI infrastructure, data centers, and advanced computing. By targeting pure-play and closely related businesses across the memory stack, the fund offers a focused way to participate in this specialized segment of the semiconductor market.
United States
Tuttle’s HBMX ETF adds CXMT exposure, giving investors access to China’s $488 billion memory-chip giant as AI demand fuels the global memory boom.
CXMT's blockbuster Shanghai debut put a half-trillion-dollar price tag on the memory bottleneck HBMX was built to seek exposure to.HBMX has added exposure to ChangXin Memory Technologies (CXMT) (Shanghai: 688825), one of the fastest-growing producers in the memory-semiconductor complex at the center of the AI buildout. CXMT lists only in Shanghai and has no U.S.-listed ADR. As a China A-share, it is effectively out of reach for most U.S. investors - and many U.S. funds. HBMX obtains its economic
Demand for memory chips needed to fuel the artificial intelligence buildout has sparked a wave of new ETFs.
Roundhill's memory fund has been the debut of the year. Three rivals are now betting on different corners of the theme.
Investors talking about HBMX also mention
| # | Name | Attention |
|---|---|---|
| 1 | NVIDIA CorporationNVDA | 8.21%-12.46 |
| 2 | Micron Technology Inc.MU | 17.5%+10.14 |
| 3 | Space Exploration Technologies Corp. Class A Common StockSPCX | 6.3%+2.37 |
| 4 | Intel CorporationINTC | 0.65%-0.11 |
| 5 | Broadcom IncAVGO | 0.42%-0.26 |
| 6 | Advanced Micro Devices Inc.AMD | 0.98%-0.98 |
| 7 | Apple IncAAPL | 1.56%+0.94 |
| 8 | Invesco QQQ Trust, Series 1QQQ | 27.5%+3.2 |
| 9 | Tesla, Inc.TSLA | 6.42%-0.78 |
| 10 | Alphabet Inc. Class C Common StockGOOG | 1.51%-0.5 |
What share of all ETF conversation is about HBMX?
| 1 Day1D | 1 Week1W | 1 Month1M | 1 Year1Y | 50-Day MAclick to plot | 200-Day MAclick to plot | |
|---|---|---|---|---|---|---|
| Attention | 0% 0 | 0% new | 0% -0.01 | 0% |
Of the messages about HBMX that take a side, what share is each?
| 1 Day1D | 1 Week1W | 1 Month1M | 1 Year1Y | 50-Day MAclick to plot | 200-Day MAclick to plot | |
|---|---|---|---|---|---|---|
| Bullish | 0% | 0% | 0% | 70.59% | ||
| Bearish | 100% | 100% | 100% | 29.41% |
Of the messages about HBMX that carry a topic, what share is each?
| 1 Day1D | 1 Week1W | 1 Month1M | 1 Year1Y | 50-Day MAclick to plot | 200-Day MAclick to plot | |
|---|---|---|---|---|---|---|
| Macro | — | — | 100% | 79.49% | ||
| Technical Analysis | — | — | 0% | 20.51% |
Of the messages about HBMX, what share comes from each group?
| 1 Day1D | 1 Week1W | 1 Month1M | 1 Year1Y | 50-Day MAclick to plot | 200-Day MAclick to plot | |
|---|---|---|---|---|---|---|
| Regulars | 0% | 0% | 0% | 0% | ||
| Newcomers | 100% | 100% | 100% | 100% |