Tema Memory ETF (DISK)

$45.13 -5.17 (-10.28%)
Market Cap N/A
Revenue (ttm) 100.08M
Net Income (ttm) 80,000.00
EPS (ttm) N/A
PE Ratio N/A
Forward PE 0.00
Profit Margin 0.08%
Debt to Equity Ratio N/A
Volume 515,600
Avg Vol N/A
Day's Range N/A - N/A
Shares Out N/A
Stochastic %K N/A
Beta N/A
Analysts Strong Buy
Price Target N/A
StocktwitsNews
StocktwitsNews Aug. 14 at 1:01 PM
SNDK Stock Primed For 5-Day Winning Streak – Wall Street Backs Margin Overhaul, Cash Return Strategy After Investor Day $SNDK $DISK $DRAM $XLK https://stocktwits.com/news/equity/markets/sndk-stock-5-day-rally-jpmorgan-structurally-reset-margins-morgan-stanley/cZotSFhRJ0J
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StocktwitsNews
StocktwitsNews Aug. 13 at 3:47 PM
SNDK Stock Rallies After SanDisk Maps Out New Multi-Year Growth Plan, Targets 50% Adjusted Free Cash Flow Margin $SNDK $DISK $DRAM $XLK https://stocktwits.com/news/equity/markets/sndk-stock-rallies-sandisk-investor-day-50-percent-fcf-margin/cZoqhx7RJL9
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ZacksResearch
ZacksResearch Aug. 7 at 2:27 PM
🚨 Buy the SanDisk Dip with ETFs? 📉 $SNDK slipped despite beating Q4 earnings expectations. 🤖 Robust AI memory demand continues to support the long-term outlook. 📊 $DISK $FPX and $RPG offer diversified exposure while reducing single-stock risk. 📖 Read more here 👇 https://www.zacks.com/stock/news/2970101/sandisk-slumps-on-soft-guidance-should-you-buy-the-dip-with-etfs?_gl=1%2Ascyv66%2A_up%2AMQ..%2A_ga%2AMTY2NDAwMDgxMS4xNzg2MDc5MDQ4%2A_ga_MXXMZ1PBF7%2AczE3ODYwOTI5ODMkbzMkZzEkdDE3ODYwOTM0NTkkajUyJGwwJGgxOTk1Mzc3NDY4&cid=sm-stocktwits-0-2970101-oc-39164&ADID=SYND_STOCKTWITS_TWEET_0_2970101_OC_39164
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StocktwitsNews
StocktwitsNews Aug. 6 at 11:24 AM
SNDK Stock Plummets Premarket: Analysts Cite 'Muted Pricing' Guidance Despite Record Revenue, $14B Buyback Plan $SNDK $DISK $XLK $DRAM $QQQM https://stocktwits.com/news/equity/markets/sndk-sandisk-stock-falls-guideline-miss-muted-pricing-record-revenue-buyback/cZoJvwPRJ7O
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ETF_Trader1
ETF_Trader1 Aug. 4 at 6:51 PM
I’ll only say this once: If you’re under 40, market pullbacks can create some of the best long-term opportunities to accumulate high-quality companies and AI themes at a discount. Areas I’m watching: $DISK AI data storage, SSDs, HDDs, and cloud infrastructure. $DRAM.X Memory chips, HBM, NAND, and DRAM leaders. $LAZR Photonics, optical networking, lasers, and AI connectivity. $HUMN AI healthcare, genomics, robotics, and longevity. $NASA Space, satellites, aerospace, and defense. VOLT Power grid, electrification, and electrical infrastructure. Every major technology cycle creates volatility along the way. The investors who benefit most are usually the ones who can stay patient, manage risk, and keep buying when sentiment is weak. The AI buildout is a multi-year trend. Short-term noise. Long-term opportunity.
0 · Reply
ParkerTradesX
ParkerTradesX Aug. 4 at 6:39 PM
6 AI ETFs I'm Watching During This Market Pullback $DISK AI storage and cloud infrastructure $DRAM.X Memory, NAND, and HBM exposure $LAZR Photonics and AI networking $HUMN Healthcare innovation $NASA Aerospace and satellite technology VOLT Grid modernization and power demand Pullbacks don't always signal the end of a trend. Sometimes they reset valuations and create new opportunities. Follow me for more watchlists and market insights.
0 · Reply
stephanie666
stephanie666 Jul. 30 at 12:47 AM
$DRAM $DISK $RAM a little good news operating profit up over 1800% 🔥 that will help me sleep well tonight
1 · Reply
NasdaqFrontier6
NasdaqFrontier6 Jul. 24 at 4:47 PM
Growth sectors are taking another hit after weakness in Korea overnight. Areas under pressure: $DISK AI data storage infrastructure: Hard drives, memory, and data storage companies. $DRAM.X AI memory: DRAM, HBM, and memory chip manufacturers. $LAZR AI photonics: Optical networking, lasers, and high-speed data connectivity. $NASA Space sector: Rockets, satellites, defense, and space technology. Short-term volatility remains high across AI-related growth sectors. But pullbacks are also where investors separate short-term sentiment from long-term fundamentals. Is the AI infrastructure cycle slowing, or is the market simply repricing after a strong run?
0 · Reply
stephanie666
stephanie666 Jul. 22 at 11:59 PM
$DRAM check $DISK i'm in both but disk is doing way better
0 · Reply
stephanie666
stephanie666 Jul. 22 at 3:33 PM
debating what i postions i should be adding to it seems $DISK is doing better than $DRAM over the last month by like 6%
0 · Reply
Latest News on DISK
AI ETFs: Memory & Photonics Move Into Focus

Aug 6, 2026, 7:21 AM EDT - 11 days ago

AI ETFs: Memory & Photonics Move Into Focus

DRAL DRAM DRMP EUV EWY FOTO HBM

China Memory Giant CXMT Becomes a Top Holding in Tema Memory ETF (DISK)

Jul 27, 2026, 10:55 AM EDT - 20 days ago

China Memory Giant CXMT Becomes a Top Holding in Tema Memory ETF (DISK)

Tema Launches Memory ETF (DISK) and Photonics & Optical ETF (LAZR)

Jun 30, 2026, 8:30 AM EDT - 6 weeks ago

Tema Launches Memory ETF (DISK) and Photonics & Optical ETF (LAZR)

LAZR

StocktwitsNews
StocktwitsNews Aug. 14 at 1:01 PM
SNDK Stock Primed For 5-Day Winning Streak – Wall Street Backs Margin Overhaul, Cash Return Strategy After Investor Day $SNDK $DISK $DRAM $XLK https://stocktwits.com/news/equity/markets/sndk-stock-5-day-rally-jpmorgan-structurally-reset-margins-morgan-stanley/cZotSFhRJ0J
0 · Reply
StocktwitsNews
StocktwitsNews Aug. 13 at 3:47 PM
SNDK Stock Rallies After SanDisk Maps Out New Multi-Year Growth Plan, Targets 50% Adjusted Free Cash Flow Margin $SNDK $DISK $DRAM $XLK https://stocktwits.com/news/equity/markets/sndk-stock-rallies-sandisk-investor-day-50-percent-fcf-margin/cZoqhx7RJL9
0 · Reply
ZacksResearch
ZacksResearch Aug. 7 at 2:27 PM
🚨 Buy the SanDisk Dip with ETFs? 📉 $SNDK slipped despite beating Q4 earnings expectations. 🤖 Robust AI memory demand continues to support the long-term outlook. 📊 $DISK $FPX and $RPG offer diversified exposure while reducing single-stock risk. 📖 Read more here 👇 https://www.zacks.com/stock/news/2970101/sandisk-slumps-on-soft-guidance-should-you-buy-the-dip-with-etfs?_gl=1%2Ascyv66%2A_up%2AMQ..%2A_ga%2AMTY2NDAwMDgxMS4xNzg2MDc5MDQ4%2A_ga_MXXMZ1PBF7%2AczE3ODYwOTI5ODMkbzMkZzEkdDE3ODYwOTM0NTkkajUyJGwwJGgxOTk1Mzc3NDY4&cid=sm-stocktwits-0-2970101-oc-39164&ADID=SYND_STOCKTWITS_TWEET_0_2970101_OC_39164
0 · Reply
StocktwitsNews
StocktwitsNews Aug. 6 at 11:24 AM
SNDK Stock Plummets Premarket: Analysts Cite 'Muted Pricing' Guidance Despite Record Revenue, $14B Buyback Plan $SNDK $DISK $XLK $DRAM $QQQM https://stocktwits.com/news/equity/markets/sndk-sandisk-stock-falls-guideline-miss-muted-pricing-record-revenue-buyback/cZoJvwPRJ7O
0 · Reply
ETF_Trader1
ETF_Trader1 Aug. 4 at 6:51 PM
I’ll only say this once: If you’re under 40, market pullbacks can create some of the best long-term opportunities to accumulate high-quality companies and AI themes at a discount. Areas I’m watching: $DISK AI data storage, SSDs, HDDs, and cloud infrastructure. $DRAM.X Memory chips, HBM, NAND, and DRAM leaders. $LAZR Photonics, optical networking, lasers, and AI connectivity. $HUMN AI healthcare, genomics, robotics, and longevity. $NASA Space, satellites, aerospace, and defense. VOLT Power grid, electrification, and electrical infrastructure. Every major technology cycle creates volatility along the way. The investors who benefit most are usually the ones who can stay patient, manage risk, and keep buying when sentiment is weak. The AI buildout is a multi-year trend. Short-term noise. Long-term opportunity.
0 · Reply
ParkerTradesX
ParkerTradesX Aug. 4 at 6:39 PM
6 AI ETFs I'm Watching During This Market Pullback $DISK AI storage and cloud infrastructure $DRAM.X Memory, NAND, and HBM exposure $LAZR Photonics and AI networking $HUMN Healthcare innovation $NASA Aerospace and satellite technology VOLT Grid modernization and power demand Pullbacks don't always signal the end of a trend. Sometimes they reset valuations and create new opportunities. Follow me for more watchlists and market insights.
0 · Reply
stephanie666
stephanie666 Jul. 30 at 12:47 AM
$DRAM $DISK $RAM a little good news operating profit up over 1800% 🔥 that will help me sleep well tonight
1 · Reply
NasdaqFrontier6
NasdaqFrontier6 Jul. 24 at 4:47 PM
Growth sectors are taking another hit after weakness in Korea overnight. Areas under pressure: $DISK AI data storage infrastructure: Hard drives, memory, and data storage companies. $DRAM.X AI memory: DRAM, HBM, and memory chip manufacturers. $LAZR AI photonics: Optical networking, lasers, and high-speed data connectivity. $NASA Space sector: Rockets, satellites, defense, and space technology. Short-term volatility remains high across AI-related growth sectors. But pullbacks are also where investors separate short-term sentiment from long-term fundamentals. Is the AI infrastructure cycle slowing, or is the market simply repricing after a strong run?
0 · Reply
stephanie666
stephanie666 Jul. 22 at 11:59 PM
$DRAM check $DISK i'm in both but disk is doing way better
0 · Reply
stephanie666
stephanie666 Jul. 22 at 3:33 PM
debating what i postions i should be adding to it seems $DISK is doing better than $DRAM over the last month by like 6%
0 · Reply
EquityResearch6
EquityResearch6 Jul. 22 at 1:27 PM
What a session for memory, photonics, and AI infrastructure. The rally extended across several key themes: $DRAM.X – AI memory $DISK – Global memory supply chain $EUV – Lithography equipment $LAZR – Photonics & optical networking $RACK – Data center infrastructure VOLT – Electrical grid & power NASA – Space communications and satellite connectivity The move highlights how the AI buildout is benefiting much more than just GPU manufacturers. Memory, semiconductor equipment, optical networking, power infrastructure, and space communications are all becoming increasingly important pieces of the AI ecosystem. If hyperscaler AI spending remains strong, these supporting industries could continue to benefit alongside the broader AI infrastructure buildout.
1 · Reply
NasdaqFrontier6
NasdaqFrontier6 Jul. 21 at 11:46 PM
Memory stocks are seeing a major rebound today. The entire sector is moving higher: $DISK $SNDK $MU $KXIAY After several difficult weeks driven by concerns around: $META excess compute fears AI infrastructure oversupply worries Geopolitical uncertainty The bounce shows investors are stepping back into beaten-down AI infrastructure names. The bigger question: Is this just a short-term relief rally, or the start of the next leg higher? Key factors to watch: AI data center demand remains strong Memory supply constraints continue Hyperscaler CapEx trends Earnings guidance from major semiconductor companies Strong recoveries often start when sentiment is at its weakest. The next few weeks will determine whether memory has truly bottomed or if this is just a temporary bounce.
1 · Reply
EquityBlueprint
EquityBlueprint Jul. 21 at 10:37 PM
$DISK | Memory stocks are waking up. Big move across the sector today, from $SNDK and $MU to smaller names like $KXIAY. After weeks of pressure from AI capex concerns and macro uncertainty, this bounce shows buyers are stepping back in. The real question: is this just a relief rally, or the start of a new memory cycle move? Watching volume, HBM demand, and whether leaders can hold these gains. Follow for more semiconductor sector updates and real-time market analysis.
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GrumpierCat
GrumpierCat Jul. 18 at 1:41 AM
$DRMY I have four memory chip funds on my Watchlist one after the other now: $DISK $DRAM $DRMP and now $DRMY with $KMEM being all alone. Hope today marks the end of the selloff and that green times are ahead. It probably won't, but we can hope.
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NasdaqFrontier6
NasdaqFrontier6 Jul. 17 at 11:13 PM
$MU Micron: Is The Memory Cycle Finally Bottoming? Martin Shkreli said: “Memory, I feel like we’re closer to a bottom.” The market is rethinking the memory cycle. $MU’s long-term upside is tied to AI infrastructure demand, especially HBM, advanced memory, and data center growth. But investors should watch the risks: By 2029, RAM prices could decline significantly, while competition from China may pressure margins. However, AI demand could reshape the traditional memory cycle. Supply constraints may last into 2030, potentially keeping the industry stronger than expected. For memory exposure: $DRAM.X (Roundhill) has ~25% allocation to $MU, creating higher concentration. $DISK (Tema) has only ~4.75% allocation to $MU, offering broader storage industry diversification. The key debate: AI-driven demand growth vs. memory price cycles. Short-term volatility doesn’t always change the long-term thesis. The biggest opportunities often appear when the market is repricing the future.
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TradeIntelligence_
TradeIntelligence_ Jul. 16 at 11:57 PM
$VOO vs $DISK Two ETFs. Two completely different strategies. Vanguard S&P 500 ETF - $VOO AUM: $1.7T Expense Ratio: 0.03% Launch Date: Sept. 7, 2010 Holdings: 505 companies Exchange: NYSE Distribution: Quarterly Top Positions: $NVDA - 7.89% Tema Memory ETF - $DISK AUM: New ETF Expense Ratio: 0.75% Launch Date: June 30, 2026 Holdings: 18 names Strategy: Actively managed memory-focused ETF Exchange: NYSE Top Positions: $SNDK - 18.04% Kioxia - 17.77% SK Hynix - 14.25% $VOO gives broad exposure to America’s largest companies through the S&P 500. $DISK is a concentrated bet on the memory cycle- targeting companies tied to HBM, DRAM, and NAND demand. 2026 Performance: $VOO: +11.34% $DISK: +3.10% since June 30 launch Different ETFs. Different risk profiles. Different ways to play the market.
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GrumpierCat
GrumpierCat Jul. 16 at 6:15 PM
$DISK They fixed this board, now it's time to add the new memory fund that released today, $DRMY.
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LawnChairFund
LawnChairFund Jul. 15 at 8:20 PM
$DISK how do we fix this board?
2 · Reply
rain____
rain____ Jul. 15 at 12:22 AM
$DISK !!!!!!!
0 · Reply
Soni
Soni May. 19 at 3:23 PM
$DISK ANY GOOD?
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1nvestor
1nvestor Feb. 26 at 6:39 PM
new regular trades this week: $ALK (RskRev CS PS), $DISK (S Puts), $SNDK (RskRev PS), $TSLA (Bear RskRev PS), $FSLR (L stock)
0 · Reply
1nvestor
1nvestor Jul. 26 at 5:08 PM
$ETG $DLTR $DISK making new intraday highs
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