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@JohnTinsman "AMD Rallies XX% YTD $AMD continues to wow the market with accelerating earnings and revenue growth at last earnings growing EPS year over year by XXX% This is a name I love and continue to like. They are closing huge GPU deals with the biggest names in the market showing accelerated revenue growth at very high profit margins. I think this is a great example of why one would want to be overweight high growth and low marginal cost companies"
X Link @JohnTinsman 2025-10-08T14:32Z 2244 followers, XXX engagements

"Defense Tech Boom Small-cap defense stocks like $KTOS $AVAV $ATRO and $MRCY are flying high in 2025. NYSE Defense Index up XX% YTD vs. XX% for the $SPX. #DefenseTech #AIDrones Learn more and view fund holdings at"
X Link @JohnTinsman 2025-10-13T14:54Z 2247 followers, 8632 engagements

"Small-Caps Join the Rally The Russell 2000 just hit an all-time high. After years of lagging mega-caps small caps are catching up as rate cuts ease pressure. #SmallCaps #Russell2000 #Markets Learn more and view fund holdings at"
X Link @JohnTinsman 2025-10-08T18:54Z 2237 followers, 8307 engagements

"Earnings Fueling the Surge Q4 earnings estimates for the Magnificent X are up XXX% vs. just XXX% for the S&P XXX. Strong fundamentals of big tech are driving this stock market rally. #EarningsGrowth #BigTech Learn more and view fund holdings at"
X Link @JohnTinsman 2025-10-13T18:54Z 2247 followers, 8104 engagements

"Great Month for Micron: +59% $MU is now up XX% over the past month. I argued in a post last month that I thought MU while thought of as cyclical would break out of its trend due to enormous demand for their advanced memory chips. It looks like the rest of Wall Street is starting to agree"
X Link @JohnTinsman 2025-10-03T14:31Z 2236 followers, 1652 engagements

"@samsolid57 Agreed Good time to also move out of companies that make their money off interest on customer deposits $payc $pcty $crcl $day"
X Link @JohnTinsman 2025-09-05T14:48Z 2242 followers, XXX engagements

"Nvidia = AIs Backbone $NVDA posted XX% YoY revenue growth to $47B. Its chips remain the gold standard for training AI models. When Big Tech spends on AI its spending on Nvidia. #AI #Semiconductors #GrowthStocks Learn more and view fund holdings at"
X Link @JohnTinsman 2025-10-10T14:54Z 2243 followers, 6771 engagements

"Chip Collabs Go Global Nvidia + Intel are co-developing chips and Asia's suppliers are cashing in. From Lasertec to Komico stocks surged on rising demand optimism. The chip tool rally is on. $NVDA $INTC Learn more and view fund holdings at"
X Link @JohnTinsman 2025-10-12T18:54Z 2247 followers, 9140 engagements

"From Risk to Reward Wall Street once questioned $MSFTs AI bet. Now its being rewarded with a surge in profits and market cap. #Growth #TechLeadership #AI #Investing Learn more and view fund holdings at"
X Link @JohnTinsman 2025-10-11T18:54Z 2238 followers, XXX engagements

"iPhone Blues in China Apples summer sales slump in China (-6%) shows even flagship hype has limits. $AAPL trails Xiaomi Oppo Vivo & Huawei as competition heats up ahead of iPhone XX. Learn more and view fund holdings at"
X Link @JohnTinsman 2025-10-12T14:54Z 2249 followers, XXX engagements

"Outpacing the Market The Roundhill Magnificent Seven ETF has delivered far superior returns than the broader market. $GOOGL $MSFT $AMZN $META $AAPL $TSLA $NVDA are setting the pace. #Mag7 #TechLeaders #GrowthStocks Learn more and view fund holdings at"
X Link @JohnTinsman 2025-10-11T14:54Z 2235 followers, XXX engagements

"iPhone Blues in China Apples summer sales slump in China (-6%) shows even flagship hype has limits. $AAPL trails Xiaomi Oppo Vivo & Huawei as competition heats up ahead of iPhone 17"
X Link @JohnTinsman 2025-10-05T18:54Z 2248 followers, 7178 engagements

"Why Im Bearish on Interest Earning Companies $PCTY $DAY $PAYC $ADP $CRCL $PYPL $PAYX The companies above derive a great portion to all of their Net Income from interest earned on customer deposits. Payroll companies for example take companies deposits deposited in advance of payroll payments and invest them in T-Bills and are highly exposed to declining federal funds rates. With the Fed now cutting rates and multiple further cuts expected even before year end one can use common sense and foresee declining earnings in these companies. Because these companies invest customer deposits in"
X Link @JohnTinsman 2025-09-18T14:08Z 2247 followers, XXX engagements

"Earnings Outlook Rebounds S&P XXX 2026 EPS estimates are climbing again after bottoming in June. Analysts are putting tariff worries aside as AI spending + Fed cuts fuel optimism. #EarningsGrowth #SPX #Markets Learn more and view fund holdings at"
X Link @JohnTinsman 2025-10-09T18:54Z 2240 followers, 6970 engagements