Tyler Crowe

What camp are you in when we look at this new iteration of the meme stock ETF?

Do you think this is an old song and dance, and it's probably going to have the same results?

Or is this perhaps going to a different rhythm?

On the reactionary thing, and that's actually where I landed when I looked at this.

I find myself, this is a

looking backwards ETF.

When I think of meme stock ETF, it's like trying to identify the next big meme stocks that you can really benefit from their run-up.

I would think that a company that wants to put out a product like this, this particular ETF that Roundhill has done, I thought they would be trying to do that instead of trying to, I guess you could say, ride the coattails of,

All these companies that are in the portfolio that have already had jaw-dropping returns.

We have companies in here that are up 400% over the past year.

That's a lot.

I'm just wondering if it's just trying to catch the last bit of fumes rather than being a forward-looking, trying to identify the next big thing.

With that, I do have a little challenge for us.

As you've got, Matt, there's probably a couple of them in here that over the long-term are going to work out.

Before the show, I sent you a list of the entire M-E-M-E ETF holdings.

Let's set aside valuation and market hype and all this stuff, and let's just look at the core businesses themselves.

On that list, I told you to pick one and make the best business case for them.

John, let's start with you.

The one that I actually found the most interesting, at least from a business perspective, in that similar vein on the power growth, demand for electrons, especially with AI and everything that we've been talking about over the past couple of shows, I went with Bloom Energy.

It's a hydrogen fuel cell manufacturer.