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HBMX - is this a good memory ETF if you missed DRAM
Posted on 6/20/26 at 7:45 am
Posted on 6/20/26 at 7:45 am
Or would you still just jump in DRAM
Inception date 6/1/26
Overview of HBMX
HBMX is the Tuttle Capital Concentrated Memory Stack ETF. This fund is designed to focus on memory semiconductor companies that are integral to supporting artificial intelligence (AI), data centers, and advanced computing technologies.
Key Features of HBMX
Investment Focus
Memory Semiconductors: Concentrates on companies that derive significant revenue from memory-related products or services.
AI and Data Centers: Targets firms that play a crucial role in the infrastructure of AI and data processing.
Fund Management
Active Management: The ETF is actively managed, allowing for strategic adjustments based on market conditions and technological advancements.
Concentration Strategy: Aims to provide concentrated exposure to the memory layer of the semiconductor ecosystem, addressing gaps in broader semiconductor ETFs.
Performance Metrics
Metric Value
Inception Date June 1, 2026
Current Price $28.73
Market Capitalization $13.55 million
52-Week Price Range $23.85 - $30.49
Trading Volume (Recent) 205.69K
Average Trading Volume 142.52K
Inception date 6/1/26
Overview of HBMX
HBMX is the Tuttle Capital Concentrated Memory Stack ETF. This fund is designed to focus on memory semiconductor companies that are integral to supporting artificial intelligence (AI), data centers, and advanced computing technologies.
Key Features of HBMX
Investment Focus
Memory Semiconductors: Concentrates on companies that derive significant revenue from memory-related products or services.
AI and Data Centers: Targets firms that play a crucial role in the infrastructure of AI and data processing.
Fund Management
Active Management: The ETF is actively managed, allowing for strategic adjustments based on market conditions and technological advancements.
Concentration Strategy: Aims to provide concentrated exposure to the memory layer of the semiconductor ecosystem, addressing gaps in broader semiconductor ETFs.
Performance Metrics
Metric Value
Inception Date June 1, 2026
Current Price $28.73
Market Capitalization $13.55 million
52-Week Price Range $23.85 - $30.49
Trading Volume (Recent) 205.69K
Average Trading Volume 142.52K
1
Posted on 6/20/26 at 8:00 am to LChama
I’m no expert but since an ETF is comprised of the underlying stocks would it really make a difference if they’re comprised of the same companies?
Posted on 6/20/26 at 8:13 am to SquatchDawg
HBMX holdings are not the same and it has a higher expense ratio. DRAM is more highly concentrated. HBMX doesn’t have SK Hynix or Samsung, which is the only reason I bought DRAM instead of the individual stocks. All of the stocks in HBMX are available in some form in the US.
Posted on 6/20/26 at 8:17 am to SquatchDawg
Based on it's current holding it's not much of a pure memory play
1% expense ratio, pretty expensive
1% expense ratio, pretty expensive
Posted on 6/20/26 at 8:19 am to AmIDonut
Yea HMBX is just a safer investment vehicle for people wanting memory exposure but not individual company risk. And not as good as DRAM since it doesn’t have Samsung or SK Hynix, 2/3 of HMB memory leadership
Posted on 6/20/26 at 8:22 am to Upperdecker
Im assuming DRAM still has lots if upside. Still early enough?
Posted on 6/20/26 at 8:27 am to LChama
That’s a hell of an ETF though.
ONTO, PENG, CAMT
ONTO, PENG, CAMT
Posted on 6/20/26 at 9:57 am to LChama
quote:
Im assuming DRAM still has lots if upside. Still early enough?
Upside yes absolutely. Memory still very undervalued in my thesis - which is that memory is no longer cyclical therefore memory companies should be valued at average semiconductor P/Es. But there may be better entries than current price
Posted on 6/21/26 at 12:36 pm to Upperdecker
quote:
But there may be better entries than current price
Such as?
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