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ETFguide.com

ETFguide.com

@etfguide

Home of ETF(k) Retire, ETF Battles, Metals in Motion, First Look ETF & other carefully crafted content. Watch. Subscribe. Profit. https://t.co/gkaMwGcZZe

San Diego, CA Katılım Nisan 2009
1.6K Takip Edilen12.1K Takipçiler
ETFguide.com
ETFguide.com@etfguide·
✅"Long-term scarcity isn't a shield against short-term volatility," via Justin Tolman on Metals in Motion @sprott (See full episode here: youtube.com/watch?v=fA_XwK…) $REXC $SLVR $GBUG $SETM
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ETFguide.com
ETFguide.com@etfguide·
⚠️You can’t stop the next downturn, but you can prevent the damage. ✅De‑risk your portfolio before the next one hits. ✅Join us on July 23 to learn how. ✅Register here: etfguide.com/safety
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ETFguide.com
ETFguide.com@etfguide·
▶️2026’s biggest shocks in metals, mining and critical materials? See Justin Tolman's expert break down on Metals in Motion @sprott (See full episode here: youtube.com/watch?v=fA_XwK…) $REXC $SLVR $GBUG $SETM
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ETFguide.com
ETFguide.com@etfguide·
✅What's the most underestimated opportunity in the metals and critical materials market? Find out on Metals in Motion with Justin Tolman @sprott (See full episode here: youtube.com/watch?v=fA_XwK…) $REXC $SLVR $GBUG $SETM
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ETFguide.com
ETFguide.com@etfguide·
@RealJimChanos ⚠️SpaceX skipped the normal vetting process. Index providers added it immediately, even though the stock had barely traded. That’s not standard practice — it’s unprecedented, and it forced millions of investors into a position with no meaningful price discovery.
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James Chanos
James Chanos@RealJimChanos·
I know we are only halfway through the year, but I feel it will be hard to top this comment from one of the obligatory buy recommendations on $SPCX issued by one of the underwriters this week. It is truly glorious.
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Oktay Kavrak, CFA
Oktay Kavrak, CFA@OKavrak·
Leveraged ETF AUM has exploded. In June 2020, the category stood at $47B. By June 2026, it had reached $218B. That’s ↑ 4.6x in just six years. But the more interesting story is where that money is going: - Tech (ex-semis): $81B (37%) - Semis: $66B (30%) - Other: $71B Combined, tech and semis now account for 67% of all leveraged ETF AUM.
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ETFguide.com
ETFguide.com@etfguide·
✅ MID-YEAR REPORT: The ETFs Dominating 2026 (And The Ones Getting Crushed) fa-mag.com/news/oil--chip… $SOXL $DRAM $USO $XLE $MU $MUU $IGV $SKYY $IBIT $FBTC $ETHE
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Oktay Kavrak, CFA
Oktay Kavrak, CFA@OKavrak·
Semiconductors are now ~20% of the S&P 500. A decade ago, they were closer to 2% 🚨 Market cap weighting means the winners make up a bigger portion of the pie... So buying the S&P 500 now means making a concentrated bet with a "diversification" wrapper.
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Eric Balchunas
Eric Balchunas@EricBalchunas·
About 200 ETFs now own SpaceX. Here's a look at the ones with the most exposure by weight and by value via @JSeyff $SPCX
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Charlie Bilello
Charlie Bilello@charliebilello·
Bitcoin is now down over 53% from its peak last October, its biggest and longest drawdown since 2022. $BTC
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Roundhill Investments
Roundhill Investments@roundhill·
$MU proved that today’s pricing power is different from prior memory cycles. $DRAM offers targeted exposure to MU and the other global memory leaders. Consider investing in the Roundhill Memory ETF $DRAM : Learn more including current holdings here: roundhillinvestments.com/etf/dram
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