tiprankstipranks
Advertisement

HBMX - ETF AI Analysis

Compare

Top Page

HBMX

Tuttle Capital Concentrated Memory Stack ETF (HBMX)

Rating:71Outperform
Price Target:
HBMX’s rating reflects a portfolio anchored by strong semiconductor and AI-related names like Onto Innovation, ASML, Micron, Lam Research, and Rambus, all benefiting from solid financial performance, positive earnings commentary, and favorable long-term positioning in advanced chip and memory technologies. The fund is somewhat held back by holdings such as Advantest and Penguin Solutions, where valuation concerns, mixed or neutral technical trends, and business or demand uncertainties weigh on their outlook. The main risk factor is the ETF’s heavy concentration in the semiconductor and AI hardware ecosystem, which can increase volatility if that sector faces regulatory, demand, or valuation pressures.
Positive Factors
Strong Top Holdings Performance
Most of the largest positions have shown strong gains so far this year, which has helped lift the ETF’s overall returns.
Focused Exposure to Technology
The fund is heavily invested in technology companies, allowing investors to target a high-growth area of the market.
Clear Positive Year-to-Date Return
The ETF has delivered a positive return so far this year, indicating that its strategy has recently been working in investors’ favor.
Negative Factors
High Sector Concentration
With almost all assets in technology, the fund is very sensitive to downturns in this single sector.
Limited Geographic Diversification
The ETF is almost entirely invested in U.S. companies, offering little protection if the U.S. market weakens.
Relatively High Expense Ratio
The fund charges a relatively high annual fee, which can eat into long-term returns compared with lower-cost ETFs.

HBMX vs. SPDR S&P 500 ETF (SPY)

HBMX Summary

HBMX is the Tuttle Capital Concentrated Memory Stack ETF, a fund that focuses on companies involved in computer memory chips rather than the whole tech market. It targets the “memory stack” used in AI, cloud computing, and data centers. Well-known holdings include Micron and Applied Materials, which help design or make memory chips and the equipment used to produce them. Someone might invest in HBMX if they want a focused way to try to benefit from long-term growth in AI and data demand. However, this ETF is concentrated in one tech niche, so its price can swing up and down more than a diversified fund.
How much will it cost me?This ETF has an expense ratio of 0.95%, which means you’ll pay about $9.50 per year for every $1,000 invested. That’s higher than the average ETF because it’s actively managed and focuses on a specialized niche in memory semiconductor stocks, which typically costs more to run than broad, passive index funds.
What would affect this ETF?HBMX could benefit if demand for AI, cloud computing, and data centers keeps growing, since its concentrated mix of global memory chip makers and equipment suppliers like Micron, ASML, and Applied Materials is closely tied to these trends. On the downside, the fund may be hurt by rising interest rates, slowdowns in tech spending, sharp swings in the semiconductor cycle, or new trade and export rules that restrict global chip and equipment sales.

HBMX Top 10 Holdings

HBMX is a pure play on the global memory chip boom, with the heavy lifting coming from rising names like Micron, Applied Materials, Lam Research, and ASML, all riding the AI and high‑bandwidth memory wave. Onto Innovation and Camtek add extra punch on the equipment side, helping keep momentum strong. Penguin Solutions has been a surprise bright spot, while Advantest looks more mixed and occasionally taps the brakes. With almost everything tied to one tech niche and spread across U.S., Europe, and Asia, this fund is a focused bet, not a sleepy core holding.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Onto Innovation8.75%$1.24M$16.71B224.86%
82
Outperform
Micron8.46%$1.20M$1.23T748.23%
79
Outperform
Advantest7.06%$1.00M$128.00B190.77%
59
Neutral
Applied Materials6.73%$955.99K$465.09B226.40%
77
Outperform
Camtek5.82%$825.80K$9.11B145.28%
76
Outperform
ASML Holding5.76%$817.63K$719.61B137.40%
81
Outperform
Amkor5.66%$803.82K$21.18B325.94%
69
Neutral
Penguin Solutions5.66%$803.23K$3.24B207.43%
61
Neutral
Lam Research5.65%$802.73K$486.37B298.60%
77
Outperform
SanDisk Corp4.99%$708.24K$312.15B4417.01%
55
Neutral

HBMX Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
100DMA
200DMA
Market Momentum
MACD
RSI
STOCH
78.70
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HBMX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of ―, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of 78.70 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HBMX.

HBMX Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$20.85M0.95%
71
Outperform
$45.95M0.80%
70
Neutral
$44.28M0.65%
68
Neutral
$41.59M0.50%
58
Neutral
$3.64M0.50%
69
Neutral
$3.23M0.35%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
HBMX
Tuttle Capital Concentrated Memory Stack ETF
30.39
3.14
11.52%
BCFN
Baron Financials ETF
NBET
Neuberger Berman Energy Transition & Infrastructure Etf
FMED
Fidelity Disruptive Medicine ETF
XDAT
Franklin Exponential Data ETF
EYES
Corgi Data & Surveillance ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
Table of Contents
Advertisement