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TSNF - ETF AI Analysis

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TSNF

Truth Social American Next Frontiers ETF (TSNF)

Rating:63Neutral
Price Target:
TSNF, the Truth Social American Next Frontiers ETF, has a solid overall rating driven mainly by strong, growth-focused chip and technology names like Micron, Lam Research, KLA, AMD, and Marvell, which benefit from robust earnings, AI-related demand, and positive outlooks. These strengths are partly offset by holdings such as Intel, HUT, and Astera Labs, where profitability, cash flow, or valuation concerns introduce more uncertainty. The main risk factor is the fund’s heavy tilt toward advanced semiconductor and frontier tech businesses, which can be more volatile and sensitive to valuation and regulatory pressures.
Positive Factors
Strong Recent Year-to-Date Performance
The ETF has delivered solid gains so far this year, suggesting its strategy has recently been working well for investors.
Winning Top Holdings
Many of the largest positions, including companies like Iridium Communications, Teradyne, and Marvell, have shown strong year-to-date performance, helping to lift the fund.
Broad Sector Spread Within Growth Areas
Holdings are spread across several sectors such as Technology, Health Care, Industrials, and Financials, which helps reduce reliance on any single industry while still focusing on growth themes.
Negative Factors
High Expense Ratio
The fund charges a relatively high fee, which can eat into long-term returns compared with lower-cost ETFs.
Heavy U.S. Concentration
With the vast majority of assets in U.S. companies and very little in other countries, the ETF offers limited geographic diversification.
Short-Term Performance Bumpiness
The ETF’s recent three-month performance has been weak despite a strong one-month rebound, showing that returns can be volatile over shorter periods.

TSNF vs. SPDR S&P 500 ETF (SPY)

TSNF Summary

The Truth Social American Next Frontiers ETF (TSNF) tracks the Truth Social Yorkville American Next Frontiers Index, focusing on U.S. companies leading new technologies and industrial innovation. It holds a mix of tech, health care, and industrial firms, including well-known names like Marvell and Lam Research, giving investors broad exposure to companies working on the “next big things” in the American economy. Someone might invest in TSNF for growth potential and diversification across many innovative businesses. However, the fund is heavily tilted toward technology and other fast-changing sectors, so its price can be quite volatile and may go up and down sharply.
How much will it cost me?This ETF has an expense ratio of 0.65%, which means you’ll pay about $6.50 per year for every $1,000 you invest. That’s higher than the average ETF because it follows a specialized, thematic index rather than a broad, plain-vanilla market index.
What would affect this ETF?This ETF could benefit if U.S. technology and innovation-focused companies, especially in areas like space, defense, and semiconductors, continue to grow and if a strong U.S. economy and supportive government spending on tech and defense boost its top holdings. On the other hand, it could be hurt by rising interest rates that pressure growth and tech stocks, tighter regulations or shifts in government priorities affecting defense and space industries, or if its exclusion of companies with DEI policies limits its opportunity set compared with broader U.S. market funds.

TSNF Top 10 Holdings

TSNF is riding a powerful U.S. semiconductor wave, with names like Micron, Marvell, AMD, and Lam Research doing much of the heavy lifting as AI and chip demand keep their shares rising. Newer player Astera Labs adds extra spark, though its lofty valuation makes the ride bumpier. Intel is more of a mixed story, helping at times but still wrestling with profitability questions. Outside chips, Iridium Communications has been relatively steady, but it’s the tech-heavy, all‑American innovation tilt that really sets this ETF’s course.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Entegris0.92%$86.91K$27.26B142.20%
66
Neutral
Teradyne0.91%$86.37K$68.55B423.12%
71
Outperform
Micron0.91%$86.16K$1.28T892.28%
79
Outperform
Bio-Techne0.90%$85.55K$9.07B12.80%
64
Neutral
Applied Materials0.90%$85.50K$489.96B272.28%
77
Outperform
MKS0.87%$82.47K$27.45B356.78%
75
Outperform
Onto Innovation0.86%$81.24K$16.60B270.90%
82
Outperform
Lam Research0.84%$79.16K$486.52B347.05%
77
Outperform
Intel0.83%$78.79K$673.43B565.12%
64
Neutral
Amkor0.82%$78.09K$22.42B361.75%
69
Neutral

TSNF Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
31.02
Positive
100DMA
27.96
Positive
200DMA
Market Momentum
MACD
0.27
Positive
RSI
56.63
Neutral
STOCH
57.63
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TSNF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 32.35, equal to the 50-day MA of 31.02, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.27 indicates Positive momentum. The RSI at 56.63 is Neutral, neither overbought nor oversold. The STOCH value of 57.63 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TSNF.

TSNF Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$9.46M0.65%
63
Neutral
$99.81M1.02%
55
Neutral
$95.57M0.50%
70
Outperform
$48.14M0.35%
68
Neutral
$31.22M0.77%
70
Outperform
$26.70M0.57%
62
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TSNF
Truth Social American Next Frontiers ETF
32.97
8.32
33.75%
LFGY
YieldMax Crypto Industry & Tech Portfolio Option Income ETF
MILN
Global X Millennial Consumer ETF
CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
GK
AdvisorShares Gerber Kawasaki ETF
JXX
Janus Henderson Transformational Growth ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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