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TSMC Q1 Earnings Call: What It Means for SMH
Thematic Investing Blog

TSMC Q1 Earnings Call: What It Means for SMH
TSMC posted record Q1 results, beat estimates, and raised its full-year outlook. CEO CC Wei called AI demand "extremely robust". Here is what it means for SMH.

Beyond Hormuz: When Oil Markets Stop Reflecting Reality
Natural Resources Blog

Beyond Hormuz: When Oil Markets Stop Reflecting Reality
Oil markets are pricing a temporary shock, but a deeper shift is emerging. Benchmarks are diverging from the crude that is actually scarce, exposing a structural gap.

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SMH
VanEck Semiconductor ETF
Exposure to the largest companies in the semiconductor sector
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REMX
VanEck Rare Earth and Strategic Metals ETF
Metals critical to the energy transition and other advanced technologies
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NLR
VanEck Uranium and Nuclear ETF
Exposure to companies associated with nuclear energy, a clean technology at an inflection point
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GPZ
VanEck Alternative Asset Manager ETF
Unmatched Exposure to Private Market Managers
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