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# ![@JohnTinsman Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::748932085960900608.png) @JohnTinsman John Tinsman

John Tinsman posts on X about stocks, $ktos, $avav, $atro the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::748932085960900608/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::748932085960900608/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +36,222%
- X Year XXXXXXX +35,533%

### Mentions: X [#](/creator/twitter::748932085960900608/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::748932085960900608/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX -XX%
- X Months XXX +1,620%
- X Year XXX +1,300%

### Followers: XXXXX [#](/creator/twitter::748932085960900608/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::748932085960900608/c:line/m:followers.svg)

- X Week XXXXX +0.13%
- X Month XXXXX +19%
- X Months XXXXX +2,580%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::748932085960900608/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::748932085960900608/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::748932085960900608/influence)
---

**Social category influence**
[finance](/list/finance)  [technology brands](/list/technology-brands)  [stocks](/list/stocks)  [exchanges](/list/exchanges)  [social networks](/list/social-networks)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[stocks](/topic/stocks) #2467, [$ktos](/topic/$ktos), [$avav](/topic/$avav), [$atro](/topic/$atro), [$mrcy](/topic/$mrcy), [$spx](/topic/$spx), [youtube](/topic/youtube), [all the](/topic/all-the), [$hood](/topic/$hood), [hood](/topic/hood)

**Top assets mentioned**
[Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Astronics Corp (ATRO)](/topic/$atro) [Mercury Systems Inc. (MRCY)](/topic/$mrcy) [SPX6900 (SPX)](/topic/$spx) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Paylocity Holding, Corp. (PCTY)](/topic/$pcty) [Adappter Token (ADP)](/topic/$adp) [Dayforce, Inc. (DAY)](/topic/$day) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Paycom Software Inc (PAYC)](/topic/$payc) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Paypex (PAYX)](/topic/$payx) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Intel Corporation (INTC)](/topic/$intc)
### Top Social Posts [#](/creator/twitter::748932085960900608/posts)
---
Top posts by engagements in the last XX hours

"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"  
[X Link](https://x.com/JohnTinsman/status/1975212960717881710) [@JohnTinsman](/creator/x/JohnTinsman) 2025-10-06T14:54Z 2247 followers, XXX engagements


"Back at it with Marcos: I had the pleasure of being a guest on @MarcosMillaYT s ETF Academy. In this newest episode we discuss a wide range of ETFs as well as what I strive to achieve in rebalances and lessons learned from my time as a portfolio manager. Check out Marcos YouTube Channel to see all the great content he makes on ETFs here"  
[X Link](https://x.com/JohnTinsman/status/1979132780865896546) [@JohnTinsman](/creator/x/JohnTinsman) 2025-10-17T10:30Z 2247 followers, XXX engagements


"$HOOD UP +227% YTD Despite a recent pullback Robinhood is still up XXX% YTD. This is a company that continues to surprise me and right now every week I see a friend posting their excitement after receiving the Gold Card. Their tokenization the equities has the potential to break down barriers in cross border investing and I am impressed at the software automation of their brokerage services. In their last quarter EPS is up XXX% yoy this healthy growth is a testament to how much value they provide their customers myself included"  
[X Link](https://x.com/JohnTinsman/status/1979199275905978646) [@JohnTinsman](/creator/x/JohnTinsman) 2025-10-17T14:54Z 2246 followers, 1449 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](https://x.com/JohnTinsman/status/1968678433669447735) [@JohnTinsman](/creator/x/JohnTinsman) 2025-09-18T14:08Z 2260 followers, XXX 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](https://x.com/JohnTinsman/status/1977447685834616982) [@JohnTinsman](/creator/x/JohnTinsman) 2025-10-12T18:54Z 2259 followers, 9340 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](https://x.com/JohnTinsman/status/1977749678805381501) [@JohnTinsman](/creator/x/JohnTinsman) 2025-10-13T14:54Z 2260 followers, 9033 engagements


"Lessons from a Professional Fund Manager: Part X Rebalancing a Growth Portfolio Earnings can change wildly from quarter to quarter it is desirable to avoid excess concentration and valuation metrics shift quickly as stocks rally and sell off. This creates the need for portfolio rebalances and investors benefit from having rebalances done with clear goals and structure. I have four goals in rebalances: X. Raise Growth Metrics X. Lower Valuation Metrics X. Prioritize Profitability X. Maintain Diversification I believe it is desirable in a growth portfolio that maximizes revenue and earnings"  
[X Link](https://x.com/JohnTinsman/status/1980300549930078644) [@JohnTinsman](/creator/x/JohnTinsman) 2025-10-20T15:50Z 2260 followers, 6516 engagements