Roundhill Etf Trust - Roundhill Google Weeklypay Etf

• FPA Crescent Fund FPA Crescent Fund 2Q26 Commentary ↗ FPA Crescent Fund scaled back exposure to AI and data-center beneficiaries as valuations and capital-cycle risks left little margin of safety. It added 14 largely AI-agnostic mid-cap businesses, including specialty chemical distribution and biotech equipment companies, seeking durable growth, strong balance sheets and conservative valuation support. 2Q26 +7.1% 028260 $47BADI $180BNTDOF $62BNVDA $5.1T
• Horizon Kinetics 4th Quarter Commentary ↗ Texas Pacific Land, LandBridge and WaterBridge stand to benefit from data-center development in the Delaware Basin, where land, gas and water scarcity create strategic value. The commentary argues that rapid NVIDIA chip cycles may strand early data-center capital, while water treatment, disposal routes and royalty-like business models reward patient resource owners and exchange operators. 4th Quarter 2025 — TPL $26BAB $3.4BAMG $9.4BATUSF $2.8B
• Horizon Kinetics 2nd Quarter Commentary ↗ Horizon Kinetics argues that passive indexation has concentrated equity risk in large U.S. technology companies as disinflationary forces, cheap capital and global labor arbitrage reverse. It identifies electricity and natural gas as AI bottlenecks, favoring Permian landowner LandBridge and Texas Pacific Land for data-center, water and royalty exposure. 2nd Quarter 2024 — LB $6.7BAMZN $2.8TGOOGL $4.2TMETA $1.4T

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