The SpaceX Income ETF Is Here... Plus What I'm Buying & DRMP News

[00:00:00]Hey guys, welcome to new video. So, a pretty good day in the market yesterday.

[00:00:05]The NASDAQ up almost 2% I believe. And DRMP, whoever got into DRMP, well done.

[00:00:13]Um it is doing incredibly well. It's had a great few days of trading. It's up almost It's up over $32, which I think is almost 25% that it's up in price alone. And it has also just announced its uh first distribution. So, we'll talk about that. We're going to talk about the market, what's doing well, what's not doing well. Um we've got a new ETF from the guys at Curve, so we'll talk about that. And yeah, we'll just talk about winners and losers and stuff like that. Okay, so uh this video is not financial advice.

[00:00:45]This channel is purely based on my thoughts as I navigate my own personal investment journey. Please, please, please, always do your own research. So, what else we got? So, DRMP, so obviously AI and chips doing really well uh yesterday. SOXL up 6 over 6%. CHIP Y up over 5%. Nucleus having a bit of a comeback cuz it's not been doing too well in UX. Uh I hold it. I'm bullish on it, but it hasn't been doing too well.

[00:01:10]So, it's good to see it going up a little bit. TDAX up cuz the NASDAQ is up. So, we've got some good uh results there. SPCE, it's not been doing well. Now, this could be an opportunity because let's look over a longer time frame. It was up It was absolutely killing it. And then SpaceX came out and it seems to be the other space stocks, Rocket Lab, ASTS, they're not been doing very well.

[00:01:34]And so, this could potentially This is what I was looking at, kind of $30, $31 to get into it. Haven't pulled the trigger yet, but potentially a very good opportunity. Um and then in the single stock income ETFs, we've got SMCI, AMD, so all the chips and AI stocks, uh Broadcom, who's been doing really well.

[00:01:53]Um Look at this. If you've been buying in the last in this kind of bottoming zone where we had quite a lot of fear and look at this little rally. It was trading around $22 and it's now $32. So it's really good to see here. I've got quite a big position in in who which is the Roundhill Weekly Pay Robinhood ETF.

[00:02:14]I think it's going to do I think it will get back to all-time highs. I don't know when, but I'm very bullish on Robinhood as a stock and I think the power of the Roundhill Weekly Pay strategy is going to pay dividends when we start to see the underlying move back up. And on that point, AMDW has just been crushing it and I'll show you um now, this is my portfolio. Um it's a mixture of we got I've got some growth stocks in there like Micron. It's Micron.

[00:02:45]We all know like memory stocks um have been on an absolute rampage this year.

[00:02:50]Uh I'm up for 651% on my Micron position. Didn't put enough into it. I've only got three shares, but still up uh three and a half grand which is nice. But AMDW has moved into second position since Rocket Labs gone down a bit. AMDW AMD's been um been going up still and so it's just goes to show how powerful these Roundhill Weekly Pay ETFs are if you buy at the right time. If you buy in those dips, in the pullbacks, during times of extreme fear which is I think is important with the Roundhill Weekly Pay ETFs. Obviously, there's leverage involved. It's 120% exposure which is great when we're going up, but when we're going down, you can get absolutely crushed. You can get hammered. So AMDW up 304% total profit. It's just nuts.

[00:03:40]Um and then so for for an income for it's a growth and income fund, isn't it?

[00:03:45]Because it's got that leverage. It's got that uncapped upside. So it's growth and income, but for it to be beating like some of my other growth stocks like Rocket Lab, Nividia, Palantir. Like I've held that for a quite a long time. Uh up 112% up 304% just goes to show the power of it. Uh CVNA I had such a great entry on that.

[00:04:05]That's a YieldMax um ETF on Carvana. Uh I just had I couldn't have bought it at a better time. I bought it during the tariff chaos in April of 2025. Chippy it's crushing it. 68% I'm up now over four grand. Love Chippy. I mean it's the goat, isn't it? But look AMZW I mean look at how good it is.

[00:04:27]Just buying during during those dips during all that work paid off. Buying all those little dips, buying when no one loved it and now look at it. It's just absolutely rampaging. Uh capital gain. See capital gain alone that is what you get from these Roundhill weekly ETFs. Like so much upside opportunity. 125% and then of course receiving over three and a half grand in dividends. So a total profit of $13,400.

[00:04:54]Just amazing. So good. So this is um uh Snowball Analytics by the way. I've got a discount code for this. I love it.

[00:05:02]I've been using I use it all the time now. I didn't used to. It took me a bit of time to get used to but I think I've got a 10% discount code.

[00:05:08]I'll put it in the comments and I'll pin it. Uh it's so good. You can get calendars and when you're getting your distributions, how much the distributions are going to be, all that sort of good stuff. Anyway, DRMP if you got into this obviously DRMP um has done it's How long has it been out now? Like four days and it's up 25%.

[00:05:27]What's this?

[00:05:29]I don't know what this is. Like five days or six days or something.

[00:05:33]Uh up 25% and it hasn't even paid a distribution yet but it's just announced their first distribution. It's 20 cents uh which I believe according to my math if they don't fail me according to my calculations is about a 32% annualized yield. So, that's really nice distribution. I think that's kind of the sweet spot around 30-40%. Um So, that's looking really good for DRMP. I mean, things it's it's had a cracking start.

[00:06:00]Um and anyone that's holding it, I'm sure is very happy. And that's a nice little 32% uh annualized distribution, 20 cents to kick things off. I think it's weekly. Pretty sure it's weekly, isn't it? So, that'll be nice to get some weekly income from that.

[00:06:14]I don't hold it, but I'll definitely look to get it. If we have a bit of a pullback, it's looking very good. I'm keeping my eye on it for sure. Now, what else?

[00:06:22]Curve has just released their SpaceX enhanced income ETF. So, if you didn't get involved in SpaceX, if you didn't uh manage to get any shares of SpaceX when it IPO'd, when it went public, but you want some SpaceX exposure with a bit of income, Curve has got you sorted. They have released XSHP, the SpaceX income ETF. Um so, it's single-name exposure exposure. So, it is one of their single stock ETFs. They don't have a huge amount. They've got an Amazon See, these are the ones on the right here. They've only got seven uh single stock income ETFs. Amazon, Google, Netflix, Apple, Microsoft, Tesla, and now SpaceX. So, they keep pr- primarily with big tech uh stocks. So, it's a nice addition though, isn't it?

[00:07:12]Like some exposure and some some income from SpaceX. I like it. All right. So, target individual growth stocks to capture upside potential while actively managing risk with options. I think they've just copy and pasted that. Just say target individual growth from SpaceX. Growth with income generate potential monthly cash flow. So, it's going to be monthly payer. It's not a weekly payer. I know a lot of you like the weekly uh cash flow.

[00:07:36]So, it's monthly from growth equity that distributes little or no dividend dividends. captures tax-efficient income using options-based strategies and actively managing risk with options.

[00:07:48]So, I think this will be really good, this. Um They don't typically pay a very high distribution. Uh I think Tesla is the highest paying at around 20%. So, I'd assume it's going to be similar to that, around 15 to 20% annualized distribution.

[00:08:05]Um cuz all these others are around 15, 10 to 15, I believe. Could be wrong, but yeah, I I I don't think it'll be much higher than 20, 25%, but we'll have to wait and see how much yield they're going to be paying out on this.

[00:08:19]Um but yeah, a nice little addition to their single-stock ETFs, SpaceX exposure with some enhanced income. Be interesting to see their option strategy because they've actually I just noticed that they've named it slightly different. All of these are premium strategy ETFs. You see this? Premium strategy ETF. And this one they've called the enhanced income ETF. So, I'll be interested to see if they've got a different strategy in terms of what they're doing with their options and how they're going to make an income.

[00:08:49]Uh because I think here it says an income-focused ETF of offering monthly cash flow from SpaceX exposure.

[00:08:57]But if you go to the likes of Tesla, it says an income-focused ETF offering monthly cash flow from Tesla with capped upside. It doesn't say that on the SpaceX one. It doesn't say capped upside. So, maybe they've changed the strategy, the option strategy on the SpaceX ETF, so they're getting uncapped upside. We'll have to wait and see.

[00:09:17]There's not too much information on it at the moment, but um if it is uncapped upside, uh but with around 20% distribution, that'd be that'd be really nice, wouldn't it?

[00:09:28]Um so, excited to see how that one goes.

[00:09:31]Um and then if we look at all of my favorite basket income ETFs, See how they're doing since the downturn. I like to do it from March 31st to start with because that was the peak of the downturn of this year when we're in extreme fear due to the Iran conflict. So, it's nice to see which funds are kind of winning from that extreme fear cuz that's when I like to buy when we're in extreme fear. I did a lot of buying around that end of March period. So, what's winning since then?

[00:10:00]What's recovering the best? Well, of course we got CHIPY. We got the goat. We got This is total returns, by the way.

[00:10:06]This is price um price action and share price and uh distributions.

[00:10:14]84% for CHIPY. It's been absolutely crushing it.

[00:10:19]Uh BLOKS BLOKS surprisingly doing so well. And what's interesting about BLOKS is it markets itself as a crypto ETF, but currently it doesn't hold much crypto and that's why it's done so well.

[00:10:29]It's holding a lot of AI um stocks and underlying uh yeah, stocks. Um and it's actively managed. So, they're able to rotate and just choose which ones are going to be good for that particular week. And that's why it's been able to do so well since that since that downturn. It's not holding a lot of cuz crypto's been getting hammered. We're on a $62,000 Bitcoin, I think right now. So, Bitcoin is not the place to be and they've obviously realized that and altered their used their active management to rotate their underlying stocks and it's performing very well.

[00:11:05]SPC I 43% very good, but look at how SPC I was doing. SPC I Yeah, that's it. 131% it was up. So, now it's down. It's down massively since kind of SpaceX launch, basically. And potentially a good buying opportunity right now. I've I've been eyeing it up for around that if I'm going to make an entry on that.

[00:11:29]I'm not quite sure yet.

[00:11:31]But, you can see the the the sectors that are doing well.

[00:11:34]Chips, AI, semiconductors, space, and then you got GX there at 41%. GX and blocks, the X funds guys, they they I like what they're doing. They know their stuff these guys, and GX has got all world total um global exposure.

[00:11:49]Um it's got some other good underlying stocks within it as well. So, I really like that fund. I don't hold it, but I would definitely get into it again if the opportunity arose. TDAT, I hold that, love it. It's doing very well, 38%. ALT is doing pretty well, 34%.

[00:12:03]HACKY uh also doing pretty good. TOPW, uh meh.

[00:12:08]It's okay. WEAPON, and then you got the three that are struggling a bit. So, WEAPON, so that's rare earths uh rare earth minerals and defense, and then you got NUKX, which is yet nuclear and kind of AI infrastructure. I hold that. So, these might be the opportunities in mining, which is like metals and mining stocks. Um so, those could be the opportunities right now.

[00:12:28]WEAPON, NUKX, and mining cuz they haven't been rallying like the other ones have. I wouldn't be getting into CHIPY now personally. Like, I hold it, I love it, but I think you know, after something's rallied so hard and I'm not saying it can't continue to go up cuz it probably will, but um it seems a little bit frothy to me. Seems uh the rally you know, I'll I'll just keep taking the distributions and leave it at that and wait for a bigger pullback before I start adding to CHIPY or you know, any of those AMDWs, those types of things. But, if we go to the single stocks, what's doing well? Well, AMDW up 224% in what is that?

[00:13:06]2 and 1/2 months? I don't know.

[00:13:08]Like, ridiculous. It's done so well. And look at this HOOD, HOO.

[00:13:13]Um up almost 80% and that's how well it's done. That's so, this is total returns again, so distributions and price action. Um yeah, real nice. So, if you've been buying the dips on HOO, you should be seeing the fruits of your labor, so to speak. It's doing real nicely, and I think there's so much upside opportunity for who's still to come.

[00:13:32]I still think it's great ETF to hold.

[00:13:35]Broadcom's up. Even though Broadcom had a huge sell-off, that's just to show how AI's doing. It's doing so well cuz Broadcom tanked. I hold AVGO, and it tanked after earnings, but it's still up 47%. Google's still doing well. Nvidia, it's not been doing as well as it's as the AMD's or the other. It's still up, but it's not I still think it's still think NVDA is still a good buy, in my opinion. AMZW, uh Tesla, Meta, Microsoft, Palantir.

[00:14:02]Now, Palantir's the one that stands out to me. That is coming into a buy zone.

[00:14:07]Palantir's just getting crushed, and its earnings were so good, weren't they? And I just feel like it's being unfa- it's kind of put into that that what they call the the software SaaS apocalypse, what do they call it? So, software's down massively, um and it seems to being lumped into that, and obviously the you the valuation's still a little high, but if we go to PLTR, where is it looking?

[00:14:30]Let's find the Sorry, bear with me.

[00:14:33]Where am I?

[00:14:34]Here, we'll go to my buying watch list.

[00:14:39]See, yeah, Palantir was down another 2%. We'll go 1 year.

[00:14:45]So, look at where it was. Highs of 57.80, and it's down at 19.

[00:14:50]Hopefully, no one was buying around here.

[00:14:53]Um but I think now, I bought at 19 19.50, I think I bought at, and I think it's now in a nice little buy zone. I'm I'm just going to slowly nibble away at PLTR, I think. MSFT, I've got too much exposure to it already. I think a lot of money could be made from MSFT, but it's painful to hold. It is painful. Um but I think eventually, once we get out of this bear market for crypto and Bitcoin, that could do really nicely. Other opportunity Yeah, K coin base is probably SPCI as I mentioned is probably getting into a buy zone right now. Uh Microsoft I actually bought a bit of that the other day at $25 somewhere around here.

[00:15:36]All T still not buying it yet. I'm waiting to get under $12 and the rest I'm staying away from these that have been rallying a bit. But yeah, some opportunities in the market and some things that are doing really well like chippy uh chippy chips, memory um nucleus done well yesterday but hasn't been recently. It's still lots of opportunities in them. I still think that could potentially be a buy.

[00:16:00]Hold on. Let's see where we are. Yeah, I would This is when to buy nuclear nukex.

[00:16:06]But anyway, potentially still a lot of upside opportunity for nukex in my opinion. Anyway guys, I'll leave it at that. Just thought I'd give you a bit of a rundown on what I'm what I'm seeing.

[00:16:14]The new ETF the the one from Curve. Let me know what you think about that. The SpaceX one.

[00:16:19]Um if you're going to be potentially keeping your eye on that or if you want to get into it. Um Yeah, let me know in the comments what you're buying, what you're selling, what you're liking, what you're not liking and I'll I'll see you in the next one. Cheers.