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

John Tinsman posts on X about $nvda, $amd, $msft, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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

- [--] Week [-----] -72%
- [--] Month [-------] +5.40%
- [--] Months [---------] +368%
- [--] Year [---------] +76,147%

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

- [--] Week [--] -33%
- [--] Month [---] +111%
- [--] Months [---] +439%
- [--] Year [---] +2,971%

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

- [--] Week [-----] +1%
- [--] Month [-----] +7.30%
- [--] Months [-----] +362%
- [--] Year [-----] +2,917%

### CreatorRank: [---------] [#](/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

**Social category influence**
[finance](/list/finance)  59.8% [stocks](/list/stocks)  58.82% [technology brands](/list/technology-brands)  50% [exchanges](/list/exchanges)  9.8% [social networks](/list/social-networks)  8.82% [cryptocurrencies](/list/cryptocurrencies)  2.94% [celebrities](/list/celebrities)  0.98% [countries](/list/countries)  0.98% [travel destinations](/list/travel-destinations)  0.98%

**Social topic influence**
[$nvda](/topic/$nvda) #2522, [$amd](/topic/$amd) 13.73%, [$msft](/topic/$msft) 13.73%, [in the](/topic/in-the) 13.73%, [$tost](/topic/$tost) #32, [$googl](/topic/$googl) 11.76%, [pe ratio](/topic/pe-ratio) #22, [$app](/topic/$app) #267, [growth](/topic/growth) #1545, [investment](/topic/investment) 9.8%

**Top accounts mentioned or mentioned by**
[@mikeschiemer](/creator/undefined) [@marcosmillayt](/creator/undefined) [@aotinvest](/creator/undefined) [@nyse](/creator/undefined) [@wealthmatica](/creator/undefined) [@trevhesinvests](/creator/undefined) [@tidalfg](/creator/undefined) [@marcosmilla](/creator/undefined) [@daviddziekanski](/creator/undefined) [@quantifyfunds](/creator/undefined) [@quantifychaos](/creator/undefined) [@alphaarchitect](/creator/undefined) [@vettafi](/creator/undefined) [@loubasenese](/creator/undefined) [@loubaseneses](/creator/undefined) [@samsolid57](/creator/undefined) [@jjcarbonneau](/creator/undefined) [@practicalquant](/creator/undefined) [@myretirementtradingvideos](/creator/undefined) [@tropicaltrader7](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Microsoft Corp. (MSFT)](/topic/$msft) [Toast, Inc. (TOST)](/topic/$tost) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [AppLovin Corporation (APP)](/topic/$app) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Taiwan Semiconductor (TSM)](/topic/$tsm) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Micron Technology, Inc. (MU)](/topic/$mu) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Apple, Inc. (AAPL)](/topic/$aapl) [Metadium (META)](/topic/$meta) [NuCypher (NU)](/topic/$nu) [Morgan Stanley (MS)](/topic/morgan-stanley) [Sandisk Corporation (SNDK)](/topic/$sndk) [Shopify Inc (SHOP)](/topic/$shop) [Salesforce Inc (CRM)](/topic/$crm) [Adobe, Inc. (ADBE)](/topic/$adbe) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Now Coin (NOW)](/topic/$now) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Spotify Technology (SPOT)](/topic/$spot) [Bill.com Holdings, Inc. (BILL)](/topic/$bill) [Docusign Inc (DOCU)](/topic/$docu) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Workday Inc (WDAY)](/topic/$wday) [Autodesk Inc (ADSK)](/topic/$adsk) [Confluent, Inc. (CFLT)](/topic/$cflt) [Costco Wholesale Corporation (COST)](/topic/costco) [Costco Hot Dog (COST)](/topic/$cost)
### Top Social Posts
Top posts by engagements in the last [--] hours

"High Conviction Investment Strategy Spotlight: AOTG ETF Unlock growth potential with $AOTG: An actively managed ETF targeting low marginal cost innovators for long-term appreciation. No REITs no BDCsjust pure high-conviction equity picks. Curious Visit and see why the AOT Growth and Innovation ETF is different. #AOTG #InnovationInvesting Top ten holdings are $NVDA $AMD $GOOGL $HOOD $TOST $TSM $AMZN $APP $NU $MSFT. Holdings as of December 23nd [----]. To learn more and view fund holdings visit Holdings are subject to change and should not be considered investment advice. ETFAC-5070847-12/25"  
[X Link](https://x.com/JohnTinsman/status/2005658209818652988)  2025-12-29T15:12Z [----] followers, [---] engagements


"Future Focused Spotlight: AOTG ETF & AOTS ETF The future belongs to scalable innovation: AI cloud semiconductors. $AOTG and $AOTS embrace low marginal cost models striving for superior revenue AND earnings growth. Long-term capital appreciation is the goal. Explore the AOT Growth and Innovation ETF. #GrowthETF #LowMarginalCost Holdings of the ETFs include $NVDA $AMD $GOOGL $HOOD $TOST $TSM $AMZN $APP $NU $MSFT. Holdings as of December 23nd [----]. To learn more and view fund holdings visit and Holdings are subject to change and should not be considered investment advice. ETFAC-5070847-12/25"  
[X Link](https://x.com/JohnTinsman/status/2008561521748574685)  2026-01-06T15:29Z [----] followers, [----] engagements


"Paypal Down 38% [--] Year $PYPL Is anyone betting on a turn around PE ratio of just [--]. Anyone I am concerned that falling federal funds rates will reduce the interest they earn on customer deposits harming future earnings. This is not one I own but is nonetheless interesting. https://twitter.com/i/web/status/2016616605350842379 https://twitter.com/i/web/status/2016616605350842379"  
[X Link](https://x.com/JohnTinsman/status/2016616605350842379)  2026-01-28T20:57Z [----] followers, [---] engagements


"Remember [--] years ago when the narrative was there was a semiconductor glut and a massive selloff ensued Now here we are [--] years later after that selloff and the semi index is up 300%. I wonder if something similar brewing in software albeit the valuations in software are still far higher than semis at the end of [----] https://twitter.com/i/web/status/2016629051620741486 https://twitter.com/i/web/status/2016629051620741486"  
[X Link](https://x.com/JohnTinsman/status/2016629051620741486)  2026-01-28T21:46Z [----] followers, [---] engagements


"MORGAN STANLEY REITERATES MICROSOFT OVERWEIGHT PRICE TARGET OF $650 BUT REMOVES TOP PICK DESIGNATION. $MSFT"  
[X Link](https://x.com/JohnTinsman/status/2016916801003590018)  2026-01-29T16:50Z [----] followers, [---] engagements


"@wealthmatica @meetblossomapp It's one I am watching but $TOST has almost half the P/S for almost double the growth. My other top software pick is $APP its a bit more expensive but has over 4x higher growth"  
[X Link](https://x.com/JohnTinsman/status/2016981243829641413)  2026-01-29T21:06Z [----] followers, [---] engagements


"Sandisk $SNDK has a PE ratio of [--] now with 587% diluted gaap eps growth. wow"  
[X Link](https://x.com/JohnTinsman/status/2016991473128898726)  2026-01-29T21:46Z [----] followers, 10.8K engagements


"Great chart showing the share price decline of select software companies. $ADBE $CRM $DOCU $NOW $HUBS $TEAM $BILL $MDAY Many major software stocks have posted steep one-year losses of 30% to over 50% reflecting valuation resets amid higher rates and slowing growth. https://t.co/Zi2CA0hsi0 Many major software stocks have posted steep one-year losses of 30% to over 50% reflecting valuation resets amid higher rates and slowing growth. https://t.co/Zi2CA0hsi0"  
[X Link](https://x.com/JohnTinsman/status/2017272884276670646)  2026-01-30T16:25Z [----] followers, [---] engagements


"Robinhood Growth Prospects $HOOD I can't think of any reason why a brokerage account should be any different than your bank account but that they should be the same thing. Robinhood through their bank account offering credit card offering and brokerage account offering seems to be close to this than any other company in my opinion. Robinhood is building the financial everything app and the value proposition is showing itself as revenue and customers continue to rapidly growth and the international expansion begins. 100% year over year revenue growth. wow. Let me know your thoughts on this one"  
[X Link](https://x.com/JohnTinsman/status/2018360283031351387)  2026-02-02T16:26Z [----] followers, [----] engagements


"AMD UP +118% [--] YR $AMD Great to see AMD doing so well the company is executing well on many leading areas of semiconductors. It's my opinion that we will see the company continue to accelerate revenue growth to 50% yoy in the coming quarters. I have been in this name through thick and thin and was a enthusiastic investor in Xilinx before the merger which converted to AMD shares. I remain very enthusiastic for what the future holds. https://twitter.com/i/web/status/2018408442273149300 https://twitter.com/i/web/status/2018408442273149300"  
[X Link](https://x.com/JohnTinsman/status/2018408442273149300)  2026-02-02T19:37Z [----] followers, [----] engagements


"PALANTIR REPORT DILUTED GAAP EPS OF $0.18 PE RATIO OF ONLY [---] NOW $PLTR Yes the stock is still very expensive. I was most impressed by the continued commercial growth"  
[X Link](https://x.com/JohnTinsman/status/2018432870847537308)  2026-02-02T21:14Z [----] followers, [---] engagements


"SaaSpocalypse Software stocks are collapsing to liberation day lows. I continue to remain bullish on enterprise software. I did not exit semis in [----] when semi glut was the narrative and leading companies like $nvda fell by -75%. I continued to buy the highest growth companies with the lowest marginal cost attributes and most optimal valuation metrics. Thats exactly what I will continue to do today. Its my opinion that companies like $msft $tost $CRM are still excellent long term investments. https://twitter.com/i/web/status/2018757240782569768"  
[X Link](https://x.com/JohnTinsman/status/2018757240782569768)  2026-02-03T18:43Z [----] followers, [---] engagements


"@AllIn_ETFs $msft is the safest bet I think $Tost has the most potential upside"  
[X Link](https://x.com/JohnTinsman/status/2019011434878054865)  2026-02-04T11:33Z [----] followers, [---] engagements


"Large drawdowns today in some of the highest earnings growth companies: $APP -16% $AMD -14% $HOOD -6% $MU -6% $SHOP -5% $NU -4% In the short term who knows what is possible but in the long term the high secular growth from the past until today remains strong in these companies latest earnings releases and its my opinions that higher earnings and larger buybacks should provide some support. https://twitter.com/i/web/status/2019072326873043037 https://twitter.com/i/web/status/2019072326873043037"  
[X Link](https://x.com/JohnTinsman/status/2019072326873043037)  2026-02-04T15:35Z [----] followers, [---] engagements


"I agree on AMD for me its impossible to be bearish on the semi conductors with these enormous capex coming down the line. In my opinion youd be better off skipping the last three and investing in some highly profitable software companies that have been hit hard on the sell off. We will have to check back on this in a year though time will tell"  
[X Link](https://x.com/JohnTinsman/status/2019760523747688789)  2026-02-06T13:10Z [----] followers, [---] engagements


"Great Rebound In Progress $HOOD +15% $APP +8% $AMD +8% $AVGO +7.5% $NVDA +7.5% $DOCN +6% $TSM +5.5% https://twitter.com/i/web/status/2019830974180175997 https://twitter.com/i/web/status/2019830974180175997"  
[X Link](https://x.com/JohnTinsman/status/2019830974180175997)  2026-02-06T17:50Z [----] followers, [---] engagements


"AOTG ETF Builds on Strong Performance At AOT Invest we believe the intersection of high growth and low marginal cost creates a compelling opportunity of excellent long-term investment appreciation. The AOT Growth and Innovation ETF was made to build wealth for investors. $AOTG Top holdings include $NVDA $AMD $HOOD $TOST $AMZN $MSFT $APP $GOOGL $NU $TSM. Discover more and view holdings at There is no guarantee that investment objectives will be achieved or that return expectations will be met. ETFAC-4999333-11/25 http://AOTETF.com http://AOTETF.com"  
[X Link](https://x.com/JohnTinsman/status/2001258367646404730)  2025-12-17T11:49Z [----] followers, [----] engagements


"Software Selloff The last two days we have finally seen a modest rally in software but what comes next Names like $msft $tost $adbe $CRM seem to offer the most obvious upside and low valuation metrics. IMO these are my top picks that balance the risk while still offering great upside. The high flyers group well they arent high flyers any more. $adsk $wday $now $hubs $cflt pose a more interesting question. Undeniably there revenue growth is much lower than it once was years ago. But today it is still higher than companies like adbe and salesforce. Yet they are not as profitable and do not have"  
[X Link](https://x.com/JohnTinsman/status/2015033194244907017)  2026-01-24T12:05Z [----] followers, [----] engagements


"Toast Down -35% Last [--] Months $TOST What's going on here is it a great buying opportunity or red flag of a long term issue In the latest earnings revenue growth has held constant at 25% year over year as profitability and profit margins expand rapidly. Diluted GAAP EPS growth is up 128% at $.16 last quarter giving the company a PE ratio of [--] and a P/S of [---]. For a high growth software and payments processing company this seems very cheap in my opinion. I think it is quite reasonable to think the profit margin could expand to 30%+ from 6% today while maintaining current revenue growth or"  
[X Link](https://x.com/JohnTinsman/status/2016612086864822284)  2026-01-28T20:39Z [----] followers, [----] engagements


"APPLOVIN $APP PRICE TARGET MOVED TO $720 OVERWEIGHT BY MORGAN STANLEY IN NEW REPORT TITLED "A GREAT BUSINESS ON SALE""  
[X Link](https://x.com/JohnTinsman/status/2021956734617546951)  2026-02-12T14:37Z [----] followers, [---] engagements


"Hubspot $HUBS up 12% today now down only -70% [--] year. Management needs to get their act together and growth GAAP profitability to show investors they cannot just grow but grow profitability in the same way $DOCN is doing. I think $HUBS can have a turn around through disciplined management and reduction of expenses. https://twitter.com/i/web/status/2021961394745114882 https://twitter.com/i/web/status/2021961394745114882"  
[X Link](https://x.com/JohnTinsman/status/2021961394745114882)  2026-02-12T14:55Z [----] followers, [--] engagements


"Hubspot $HUBS up 12% today now down only -70% [--] year. Management needs to get their act together and grow GAAP profitability to show investors they cannot just grow but grow profitability in the same way $DOCN is doing. I think $HUBS can have a turn around through disciplined management and reduction of expenses. https://twitter.com/i/web/status/2021962667049550102 https://twitter.com/i/web/status/2021962667049550102"  
[X Link](https://x.com/JohnTinsman/status/2021962667049550102)  2026-02-12T15:00Z [----] followers, [---] engagements


"$HUBS HUBSPOT APPROVES $1 BILLION SHARE BUYBACK PROGRAM MARKET CAP ONLY $12 BILLION REPORTS STRONG PROFITABILITY GROWTH AND RECORD REVENUES UP 20% Y/Y"  
[X Link](https://x.com/JohnTinsman/status/2021963802862842225)  2026-02-12T15:05Z [----] followers, [---] engagements


"My Thoughts on Spotify $SPOT Earnings: 152% Diluted GAAP EPS Growth Falling Expenses Operatings expenses fell 10% y/y wow At the same time revenue growth remained strong and the company exceeded guidance on new subscribers. This led to 152% Diluted GAAP EPS growth This creates a favorable set up for continued strong EPS growth in my opinion. https://twitter.com/i/web/status/2021965284584636509 https://twitter.com/i/web/status/2021965284584636509"  
[X Link](https://x.com/JohnTinsman/status/2021965284584636509)  2026-02-12T15:11Z [----] followers, [---] engagements


"HUBSPOT $HUBS PRICE TARGET MOVED TO $405 BY MORGAN STANEL REITERATED OVERWEIGHT "A BRIGHTER SPOT ON THE HORIZON""  
[X Link](https://x.com/JohnTinsman/status/2021985650258456701)  2026-02-12T16:32Z [----] followers, [---] engagements


"Shopify $SHOP Stock Continues Decline: -8% Today Meanwhile the company reported earnings yesterday. Some highlights below. 31% revenue growth y/y Guiding for continued 30%+ revenue growth Operating profit continues strong growth $2 billion share repurchase authorized Everything looks great fundamentally in my opinion and yet the selloff continues now down almost 30% in [----]. https://twitter.com/i/web/status/2021992698463629658 https://twitter.com/i/web/status/2021992698463629658"  
[X Link](https://x.com/JohnTinsman/status/2021992698463629658)  2026-02-12T17:00Z [----] followers, [---] engagements


"$TOST EARNINGS Toast is out with their latest results. P/E ratio of [--] now with latest q diluted GAAP eps of $.16 200% GAAP eps growth that guidance implies will grow 25% again next quarter. $500 million share repurchase program Record revenues of $1.6 billion in q4 up 22% y/y And yet the stock is trading down in the after hours. https://twitter.com/i/web/status/2022074159484768469 https://twitter.com/i/web/status/2022074159484768469"  
[X Link](https://x.com/JohnTinsman/status/2022074159484768469)  2026-02-12T22:23Z [----] followers, [---] engagements


"TOAST $TOST PRICE TARGET MOVED TO $51 BY MORGAN STANLEY IN NEW REPORT TITLED 4Q25 Results: Good Quarter Strong Setup Buy TOST"  
[X Link](https://x.com/JohnTinsman/status/2022297221807391156)  2026-02-13T13:10Z [----] followers, [---] engagements


"Warren Buffett Dethroned AOTG ETF +26.24% Annualized Since Inception Since inception on 6/28/2022 through 11/30/2025 $AOTG has annualized 26.24% NAV price 122.12% total return NAV by investing low marginal cost high growth companies. Top ten holdings are $NVDA $AMD $GOOGL $HOOD $TOST $TSM $AMZN $APP $NU $MSFT. Holdings as of December 23nd [----]. To learn more and view fund holdings visit Holdings are subject to change and should not be considered investment advice. Performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or"  
[X Link](https://x.com/JohnTinsman/status/2003503893074846121)  2025-12-23T16:32Z [----] followers, [---] engagements


"You should try adding a low marginal cost filter onto this Obviously buying a company like $V Visa that has a net profit margin of around 50% should have a price to sales many multitudes of a company like $COST Costco that has a net profit margin of around 3%. If you could add some exceptions to you over [--] rule based on the cost of revenue/sales metrics and then scale the PS ratio being applied at which point the stock is consider over valued ei in Visa maybe it could be [--] but in costco it could be [--] due to Visa having a [--] higher net profit margin are you tracking I think the results would"  
[X Link](https://x.com/JohnTinsman/status/2003509304188338645)  2025-12-23T16:53Z [----] followers, [---] engagements


"Low Marginal Cost Spotlight: AOTG ETF & AOTS ETF What if one more customer costs almost nothing to serve so additional sales come at near 100% profit margins That's low marginal cost magicand it has helped fuel massive earnings growth. $AOTG & $AOTS target these scalable giants (think Microsoft-scale efficiency where one additional unit of Microsoft Office costs nothing to produce). #AOTG #AOTS #InnovationETF Top holdings of AOTG include $NVDA $AMD $GOOGL $HOOD $TOST $TSM $AMZN $APP $NU $MSFT. Top holdings of AOTS include $GOOGL $AAPL $NVDA $AMZN $MSFT $META $V $MA $NFLX $BABA. Holdings as of"  
[X Link](https://x.com/JohnTinsman/status/2014714338800472270)  2026-01-23T14:58Z [----] followers, [----] engagements


"Sandisk: The Guidance That Shocked the Investment World $SNDK The next quarter guidance is for potentially 200%+ revenue growth year over year and 1000%+ earnings growth. Hard to compare this to anything all that comes to mind for me is the massive earning beats and guides by $NVDA and $MU the last couple years. https://twitter.com/i/web/status/2018363081001234476 https://twitter.com/i/web/status/2018363081001234476"  
[X Link](https://x.com/JohnTinsman/status/2018363081001234476)  2026-02-02T16:37Z [----] followers, 13.9K engagements


"ALPHABET POSTS RECORD ANNUAL REVENUE OF $402 BILLION. Q4 REVENUES UP 18% Y/Y DILUTED GAAP EPS UP 31% $GOOGL $GOOG"  
[X Link](https://x.com/JohnTinsman/status/2019157743727476961)  2026-02-04T21:14Z [----] followers, [----] engagements


"I just read the latest Morgan Stanley investment report on Applovin. $APP reiterated overweight price target $800. They do not believe competition from Amazon Meta and other game ad tech companies to be a significant threat"  
[X Link](https://x.com/JohnTinsman/status/2019190855471415568)  2026-02-04T23:26Z [----] followers, [----] engagements


"Tuesday Trading Resources: Here are great accounts to follow: [--]. @leadlagreport Portfolio Manager $FMKT and CEO of Leadlag [--]. @AOTINVEST ETF Firm behind $AOTG $SOFL ETFs [--]. @GavBlaxberg CEO of Wolf Financial X Space Host [--]. @acethekid Hosts great X Spaces on Market News [--]. @elonmusk Read the replies [--]. @wolfryan Market News [--]. @fundstrat The one and only Tom Lee [--]. @GavBlaxberg CEO of Wolf Financial X Space Host [--]. @stocksnipa OG content on single name equities [--]. @MebFaber Excellent Market Researcher [--]. @TT_stocks_ Breaking market news https://twitter.com/i/web/status/1962846728505196952"  
[X Link](https://x.com/anyuser/status/1962846728505196952)  2025-09-02T11:55Z [----] followers, 10.2K engagements


"Virtu: My Take $VIRT Latest earnings are out 37% revenue growth YoY 50% diluted GAAP EPS growth YoY with latest EPS at [----]. PE ratio sits at [--] with a P/S of [---]. This is a under the radar ultra growth stock. They are a key market maker in the high growth ETF industry it is my opinion that their high growth can be maintained and low marginal cost attributes of their services mean they have enormous earnings growth potential. And the valuation metrics are cheap which hopefully provides some downside protection. https://twitter.com/i/web/status/2017254060441698635"  
[X Link](https://x.com/JohnTinsman/status/2017254060441698635)  2026-01-30T15:10Z [----] followers, [---] engagements


"A relevant question for growth investors. Do you weight by market cap and concentrate in the largest firms like $NVDA $AAPL $AMZN $GOOGL $MSFT $META Or do you weight including factors such as revenue growth and earnings growth as well and have top weights in smaller large cap companies that have higher growth but not necessarily higher valuation metrics like $APP $HOOD $MU $TOST $AMD $TSM. The downside to the later is these names come with higher volatility for the portfolio and can potentially worsen drawdowns in future market selloffs. It is a delicate balance every growth investor should"  
[X Link](https://x.com/JohnTinsman/status/2019145620875788661)  2026-02-04T20:26Z [----] followers, [---] engagements


"APPLOVIN $APP REPORTS Q4 EARNINGS: 66% Y/Y REVENUE GROWTH 87% Y/Y DILUTED GAAP EPS GROWTH PE RATIO OF [--] AS OF CURRENT PRICE"  
[X Link](https://x.com/JohnTinsman/status/2021957969903038471)  2026-02-12T14:42Z [----] followers, [---] engagements


"@etf__investmnts So many software stocks now have a forward PE in the teens with 100%+ diluted GAAP EPS growth y/y an incredible investment opportunity in my opinion"  
[X Link](https://x.com/JohnTinsman/status/2022427479517135113)  2026-02-13T21:47Z [----] followers, [--] engagements


"Those are great points Trevor @wealthmatica and I were just speaking over the phone about $zeta. Im in agreement its a good company. Its just that there is a lot better growth out in the market right now for lower valuation metrics. For example $sndk is projection [---] billion next quarter. Thats almost 200% yoy revenue growth and possibly 1000%+ EPS growth for a PE ratio of [--] today https://twitter.com/i/web/status/2017012219683233983 https://twitter.com/i/web/status/2017012219683233983"  
[X Link](https://x.com/JohnTinsman/status/2017012219683233983)  2026-01-29T23:09Z [----] followers, [---] engagements


"So long as there are not unusual charges or credits in the quarter I think its give the best idea of present valuation without looking forwards or backwards which both come with larger downsides in my opinion. I am constantly tracking stocks using this method and I evaluate the price of sales method in the same way four times the current quarters revenue. Then I chart everything a live visual using the floating stock prices live. Along with the revenue growth rates and the earnings growth rates and its a great visual and data that helps me make decisions when managing the portfolios."  
[X Link](https://x.com/JohnTinsman/status/2017036107024683034)  2026-01-30T00:44Z [----] followers, [--] engagements


"@dawn_fmfan It seems like to me $sndk growth rate is rapidly accelerating and if it meets the guidance of next quarter will surpass the growth rates of $mu by multitudes. At the same the the current valuation metrics are both are similar right now"  
[X Link](https://x.com/JohnTinsman/status/2017060064389894319)  2026-01-30T02:19Z [----] followers, [---] engagements


"Their rally honestly has been shocking to me. MU up 400% [--] year Sandisk is up 100%+ YTD And yet they are still quite cheap and still growing quickly and accelerating. I guess everyone forgot about the memory and storage demands of AI and data centers a year ago. Never underestimate the low marginal cost attributes that mean their profit margin expansion can keep expanding rapidly https://twitter.com/i/web/status/2017063849338225003 https://twitter.com/i/web/status/2017063849338225003"  
[X Link](https://x.com/JohnTinsman/status/2017063849338225003)  2026-01-30T02:34Z [----] followers, [---] engagements


"@ItIsBrito Eventually these companies need $aslm machines to make more chips"  
[X Link](https://x.com/JohnTinsman/status/2017074908036006087)  2026-01-30T03:18Z [----] followers, [--] engagements


"@trevhesinvests You have to ask yourself what EPS growth will be with next quarters guidance. 1000%+ wow"  
[X Link](https://x.com/JohnTinsman/status/2017255017409859803)  2026-01-30T15:14Z [----] followers, [--] engagements


"@wjruss84 Beautiful I did not realize someone who lives in Puerto Rico would go to Mexico to vacation though"  
[X Link](https://x.com/JohnTinsman/status/2017259399731900664)  2026-01-30T15:31Z [----] followers, [--] engagements


"This memory and storage rally isn't all roses and butterflies someone has to pay for it $MSFT $AAPL $GOOGL $AMZN $META"  
[X Link](https://x.com/JohnTinsman/status/2017264663440814546)  2026-01-30T15:52Z [----] followers, [---] engagements


"Okay this is depressing. "Software stocks are witnessing their worst month since the [----] Lehman Brothers collapse." https://www.benzinga.com/etfs/specialty-etfs/26/01/50247800/software-stock-selloff-microsoft-palantir-oracle-app-lovin-ai-market-disruptions-analysis https://www.benzinga.com/etfs/specialty-etfs/26/01/50247800/software-stock-selloff-microsoft-palantir-oracle-app-lovin-ai-market-disruptions-analysis"  
[X Link](https://x.com/JohnTinsman/status/2017272307614376412)  2026-01-30T16:22Z [----] followers, [---] engagements


"@ILoveStarlink1 well lets just say the cost of one additional ride with payments to the driver is $10 and uber charges $12. That is the definition of high marginal cost. It decreases scalability IMO"  
[X Link](https://x.com/JohnTinsman/status/2017283005211893971)  2026-01-30T17:05Z [----] followers, [--] engagements


"@VitoCGN Ive been burned too many times as well large cap growth from now on. The data is pretty clear as well that the stock based comp adds up fast and leads to huge underperformance verse large cap"  
[X Link](https://x.com/JohnTinsman/status/2017394648910594152)  2026-01-31T00:29Z [----] followers, [---] engagements


"@MikeSchiemer @wmwinter3 @CoachMacHTX @JohnProv1 @MarcosMillaYT @RetireonDividen @DavidDziekanski @quantifyfunds @quantifychaos @tidalfg Nice @MikeSchiemer I promise you though my fund has no weight limit to invest 😭 maybe I need to get you a hat like $BTGD how could you say no then 😂 your weight will not affect this rocket ship escape velocity is here lets go to the moon 🚀"  
[X Link](https://x.com/JohnTinsman/status/1959245321545936963)  2025-08-23T13:24Z [----] followers, [---] engagements


"@MarcosMillaYT @DavidDziekanski @quantifychaos @quantifyfunds Im looking forward to watching Great fund $btgd"  
[X Link](https://x.com/JohnTinsman/status/1965086451282149433)  2025-09-08T16:14Z [----] followers, [--] engagements


"Great Month for Micron: +59% $MU is now up 59% 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](https://x.com/JohnTinsman/status/1974120250070245806)  2025-10-03T14:31Z [----] followers, [----] engagements


"TSMC Hits $1.5 Trillion Market Cap For First Time $TSM is up 6% today after posting earning this morning which showed 20.5% revenue growth year over year and 35% diluted GAAP EPS growth. With $3.14 EPS in the latest quarter that places the current PE ratio at [--] which means TSM isn't just one of the highest growth companies its also one of the cheapest by valuation metrics. I remain bullish https://twitter.com/i/web/status/2011824583922364838 https://twitter.com/i/web/status/2011824583922364838"  
[X Link](https://x.com/JohnTinsman/status/2011824583922364838)  2026-01-15T15:35Z [----] followers, [---] engagements


"Absolutely agree with you on $ADBE a PE ratio of [--] based on latest earnings and a PS ratio of [--] with 14% yoy diluted gaap eps growth. Very cheap not much more downside in my opinion. When $googl got this cheap a year ago with a PE ratio of [--] we later saw a 100% rally to where it is today. Google management did a excellent job during that time of controlling and flatlining expenses leading to eps growth accelerating to 50% yoy. That is exactly what Adobe needs to do here to teach the naysays a lesson. https://twitter.com/i/web/status/2015798664946467303"  
[X Link](https://x.com/JohnTinsman/status/2015798664946467303)  2026-01-26T14:47Z [----] followers, [---] engagements


"Check Out the Correlation Between High Revenue Growth and Share Price Return This is a great chart I found in a Nasdaq article. I know its a bit outdated now but still a good visual that includes companies like $MU $PLTR $NVDA $LAM $AMD $AVGO $GOOGL and more. https://twitter.com/i/web/status/2015824465221836938 https://twitter.com/i/web/status/2015824465221836938"  
[X Link](https://x.com/JohnTinsman/status/2015824465221836938)  2026-01-26T16:29Z [----] followers, [---] engagements


"MU Rally Continues Up 393% [--] Year $MU And it still only has a PE ratio of [--] and a Price to Sales of [--] That still seems cheap imo for 56% revenue growth and 175% yoy diluted GAAP eps growth. https://twitter.com/i/web/status/2016614272663769586 https://twitter.com/i/web/status/2016614272663769586"  
[X Link](https://x.com/JohnTinsman/status/2016614272663769586)  2026-01-28T20:48Z [----] followers, [---] engagements


"@Ibarragan19 interesting we will see A PE ratio of [--]. that could be an attractive entry point if management can maintain revenue growth despite falling interest rates"  
[X Link](https://x.com/JohnTinsman/status/2016915834300514560)  2026-01-29T16:46Z [----] followers, [--] engagements


"Microsoft Selloff Continues Down 12% since earnings $MSFT is starting to remind me of how cheap by valuation metrics $META was [--] years ago. which has since rallied 500% and how cheap $googl was [--] year ago since rallying 70%+. The narratives turned negative on these companies then but they growth never slowed and the fundamentals remained intact. Microsoft continues to deliver the earnings and revenue growth today so the valuation metrics are just getting cheaper in this selloff. https://twitter.com/i/web/status/2018369009927041111 https://twitter.com/i/web/status/2018369009927041111"  
[X Link](https://x.com/JohnTinsman/status/2018369009927041111)  2026-02-02T17:00Z [----] followers, [----] engagements


"Guidance is showing a steep QoQ eps decline of roughly 20% for next quarter. I feel like this was the inevitable eps decline we all saw coming as rates fall and PayPal makes much of its profits from interest they earn on customer deposits. With fed funds rates falling. Now we see the effects"  
[X Link](https://x.com/JohnTinsman/status/2018677371486818657)  2026-02-03T13:26Z [----] followers, [--] engagements


"@trevhesinvests $FUBO has a long history of massively negative return on capital. this factor is strongly correlated with long term share price performance :("  
[X Link](https://x.com/JohnTinsman/status/2018724017306214466)  2026-02-03T16:31Z [----] followers, [---] engagements


"Does anyone have any thoughts they'd like to share on Hubspot $HUBS"  
[X Link](https://x.com/JohnTinsman/status/2018727238976287021)  2026-02-03T16:44Z [----] followers, [---] engagements


"AMD SHARE DECLINE -6% AFTER HOURS GUIDANCE DISAPPOINTS PROJECTING -5% DECLINE IN REVENUE NEXT QUARTER $AMD"  
[X Link](https://x.com/JohnTinsman/status/2018803116939112699)  2026-02-03T21:45Z [----] followers, [---] engagements


"AMD POSTS 217% Y/Y DILUTED GAAP EPS GROWTH $AMD"  
[X Link](https://x.com/JohnTinsman/status/2018803359516668050)  2026-02-03T21:46Z [----] followers, [---] engagements


"Overall a good earnings release from $AMD the 5% revenue decline guidance is nothing that concerns me as it is similar to the Q/Q decline we saw from the q4 to q1 earnings in the previous financial year"  
[X Link](https://x.com/JohnTinsman/status/2018803916746764613)  2026-02-03T21:48Z [----] followers, [---] engagements


"@trevhesinvests $amd is a great company"  
[X Link](https://x.com/JohnTinsman/status/2019159151516303745)  2026-02-04T21:20Z [----] followers, [---] engagements


"The chart below shows Net Debt/EBITDA for the S&P [---] still near 20-year lows. EBITDA = Earnings before interest taxes depreciation & amortization. A key measure of a companys operating profitability. Net Debt/EBITDA tells us how easily companies can repay debt using profits. Lower = stronger financial health. Despite rate hikes and macro risks U.S. corporates remain well-positioned with stronger balance sheets than previous cycles like the Housing or Shale booms. Distributed by PINE Distributors LLC ETFAC-5037726-12/25 https://twitter.com/i/web/status/2002105158868570577"  
[X Link](https://x.com/JohnTinsman/status/2002105158868570577)  2025-12-19T19:54Z [----] followers, [----] engagements


"Marcos Milla X John Tinsman @AOTINVEST I had a fantastic time appearing on Marcos Millas ETF Academy YouTube Show. Marcos puts out educational content to help educate investors and it was a honor to be able to be a small part of his mission on Friday by discussing growth large cap technology and low marginal cost investing. We cover a lot of topics including pitfalls of investors who are just starting out as well as discussing my own ETF strategy in great detail. Check out his YouTube channel here @MarcosMillaYT @theetfguys https://youtube.com/@Marcos_Milla https://youtube.com/@Marcos_Milla"  
[X Link](https://x.com/JohnTinsman/status/1951755705071140923)  2025-08-02T21:23Z [----] followers, [----] engagements


"@alphaarchitect @JOrdonezJr Never surrender $QVAL"  
[X Link](https://x.com/JohnTinsman/status/2014843015978737824)  2026-01-23T23:29Z [----] followers, [---] engagements


"@LHSummers Extortionate demands such as banning face covering for the purpose of concealing identity while committing crimes and ending the practices of shameful race based discrimination Larry you are better than this have some self reflection and strive for improvement"  
[X Link](https://x.com/anyuser/status/1903917555036590585)  2025-03-23T21:11Z [----] followers, [----] engagements


"What constitutional right entitles Harvard to $9 billion in federal funding Oh that's right none. To get that funding you have to agree to do what the US Government asks which now includes ending your practices of shameful race based discrimination. If you want independence don't be dependant on the US taxpayer who does not support that level of funding in the first place"  
[X Link](https://x.com/anyuser/status/1911860888086237195)  2025-04-14T19:15Z [----] followers, [----] engagements


"Our newest ETF 2x Daily Software Platform ETF (NYSE: SOFL) targets 2x the daily performance of the companies in the AOT VettaFi Software Platform Index. Explore how this ETF leverages some of technologys most profitable and scalable businesses. $SOFL http://SOFLETF.COM http://SOFLETF.COM"  
[X Link](https://x.com/anyuser/status/1940401620501831921)  2025-07-02T13:26Z [----] followers, 10.7K engagements


"TradeTalks Show at @NasdaqExchange : AOTG and Technology Check out my discussion on TradeTalks about the future of Software and Technology investing as well as highlights on the AOTG ETF the AOT Growth and Innovation ETF that I launched [--] years ago on the Nasdaq Exchange Learn more and view fund holdings at $AOTG $NVDA $MSFT $TOST $HOOD $APP $GOOGL https://www.nasdaq.com/videos/economic-logic-scalable-infrastructure http://AOTETF.com https://www.nasdaq.com/videos/economic-logic-scalable-infrastructure http://AOTETF.com"  
[X Link](https://x.com/anyuser/status/1950236008894595309)  2025-07-29T16:44Z [----] followers, [----] engagements


"AOT Invest to Ring NYSE Opening Bell I am back in New York City with my family and am honored to have my company @AOTINVEST ring the @NYSE opening bell tomorrow with them and my incredible partners at @tidalfg and @Vetta_Fi. Tune it to financial networks like @CNBC tomorrow to view it live at 8:30 am CT"  
[X Link](https://x.com/anyuser/status/1950994682164523096)  2025-07-31T18:59Z [----] followers, [----] engagements


"NYSE TV with @Ash_TV I had a great time discussing @AOTINVESTs newest ETF on the @NYSE trading floor as well as talking about the unique features of daily leveraged ETFs"  
[X Link](https://x.com/anyuser/status/1951757367223234740)  2025-08-02T21:29Z [----] followers, [---] engagements


"@AOTINVEST is honored to ring the @NYSE Opening Bell to celebrate the listing of our newest ETF NYSE: SOFL the 2x Daily Software Platform ETF. Thank to the NYSE for hosting us and thank you to our incredible partners at @tidalfg and @TMXGroup @Vetta_Fi who played a critical role in creating this ETF and joined AOT for the celebration Learn more at $SOFL @michael_venuto @LouBasenese @ToddRosenbluth http://SOFLETF.com http://SOFLETF.com"  
[X Link](https://x.com/anyuser/status/1952399197304414338)  2025-08-04T16:00Z [----] followers, [----] engagements


"The Rise of Digital Tollbooths: My Interview on FinTech TV: Listen in to hear my interview on the NYSE Trading Floor with@RemyBlaireNews for@FintechTvGlobal Opening Bell Market Movers segment. I believe its an exciting time togain exposure to this space and you can use the AOT Growth and Innovation ETF or the 2x Daily Software Platform ETF to doso Learn more and view current fund holdings at and The SOFL ETF is for sophisticated investors only that can monitor the investment daily. $AOTG $SOFL $NVDA $MSFT $TOST $HOOD $APP $GOOGL $AMZN"  
[X Link](https://x.com/anyuser/status/1952420389851742633)  2025-08-04T17:24Z [----] followers, [---] engagements


"THE BIG SKINNY x John Tinsman This afternoon I am a guest on @LouBasenese's The Big Skinny Show We are going to be discussing some of todays hottest topics in investing and my favorite topic of all investing in low marginal cost high growth companies. Tune in LIVE today 5PM ET on @X YouTube & LinkedIn #TheBigSkinnyShow"  
[X Link](https://x.com/anyuser/status/1954945317507301688)  2025-08-11T16:37Z [----] followers, [----] engagements


"The Big Skinny: Low Marginal Cost Investing Hear my take on targeting low marginal cost businesses in your investments on @LouBasenese's The Big Skinny Show. High profit no debt no constraints to growth and incredible innovation. It's why I do what I do everyday. The Big Skinny is a great show that has valuable content for investors a special thank you to my friend Lou for having me on be sure to tune in every Friday"  
[X Link](https://x.com/anyuser/status/1956427397974126716)  2025-08-15T18:46Z [----] followers, [---] engagements


"New Video with @MarcosMillaYT dropping soon Tune in at Marcos Milla's Youtube Channel to find it and check out all of the great educational content he puts on investing in ETFs https://www.youtube.com/@Marcos_Milla https://www.youtube.com/@Marcos_Milla"  
[X Link](https://x.com/anyuser/status/1956459387830096188)  2025-08-15T20:54Z [----] followers, [----] engagements


"This new era of declining software development costs is increasing not only profitability across big tech but also increase the rate of their innovation. I think this will equate to a winning combination for investors. I am optimistic for what the future holds $MSFT $Googl $NVDA $META $AMD $AMZN $AAPL AI spending + social scale = profits. Metas net income soared 36% to $18.3B in Q2. The market asked for earnings and ambition. It got both. $META https://t.co/qgPMi290z8 AI spending + social scale = profits. Metas net income soared 36% to $18.3B in Q2. The market asked for earnings and ambition."  
[X Link](https://x.com/anyuser/status/1956747927197548581)  2025-08-16T16:00Z [----] followers, [----] engagements


"Back at it: @MarcosMillaYT & @JohnTinsman Marcos is a fantastic YouTuber with a show called the ETF Academy. Everyone interested in investing should subscribe In one of his latest episodes I discussed with Marcos why I prefer buybacks from companies I own over dividends. The benefits of buybacks are misunderstood by many retail investors. Buybacks are a more effective form of distribution to shareholders minimizing the effects of taxation reducing downside volatility and boosting share prices and ownership. This allows a greater amount of money to stay invested and compound returns for much"  
[X Link](https://x.com/anyuser/status/1956834264466796647)  2025-08-16T21:43Z [----] followers, [----] engagements


"Young long term investors buying covered call ETFs with high yield as long term investments are bound to be disappointed by the performance of their portfolio in my opinion. In the thread below Benn goes into the data regarding these strategies its a great read The people wanted a covered calls / option selling mega-thread a one-click response to all the charlatans out there trying to farm retail investors. Systematically blindly selling options is a BAD IDEA. Underperforms owning equities by a lot. Let's go through why and how. The people wanted a covered calls / option selling mega-thread a"  
[X Link](https://x.com/anyuser/status/1957069407756157359)  2025-08-17T13:18Z [----] followers, [----] engagements


"That was super cool robot my kids played with it on Wall Street and even raced it. Great day @KraneShares Congratulations on your launch Big thanks to @sam_vadas Taylor Locke and the team at Robostore for giving KOID a chance to stretch its legs down at @NYSE. Were proud to showcase the future of humanoid robotics and the innovation behind our KraneShares Global Humanoid and Embodied Intelligence Index ETF Big thanks to @sam_vadas Taylor Locke and the team at Robostore for giving KOID a chance to stretch its legs down at @NYSE. Were proud to showcase the future of humanoid robotics and the"  
[X Link](https://x.com/anyuser/status/1958179314660192296)  2025-08-20T14:48Z [----] followers, [----] engagements


"Investment Thesis for AI: $MSFT $TOST $GOOGL $NVDA $APP $SHOP $V $TSM $CRM $AMZN $NU $META $AAPL AI has changed the technology investing landscape in two critical ways. First it is lowering software development costs. Second it is increasing the rate of innovation. Both of these AI outcomes in my opinion are improving the prospects of investing in Large Cap Growth Technology equities which historically have already outperformed all other sectors by a wide margin. Lower software development costs conversely lead to much greater profitability and we are already seeing the earning growth roll in"  
[X Link](https://x.com/anyuser/status/1958239805554241760)  2025-08-20T18:48Z [----] followers, [----] engagements


"SOFTWARE PLATFORMS: Digital Tollbooths Replacing SaaS Business Model $aapl $nvda $amd $u $v $ma $hood $shop $amzn $ndaq $ice $payc $meli $nu $schw $sofi $googl $meta $coin $nflx $Spot $app $lpla $msft $pltr A transformation is underway across software platform companies. The old Software as a Service business model is dying and is being replaced with the ultra scalable ultra profitable digital tollbooth model. Digital tollbooths are free to use and come without any subscription cost leading to much greater adoption and use. These software platforms whether they use their software to provide"  
[X Link](https://x.com/JohnTinsman/status/1958534028971159683)  2025-08-21T14:17Z [----] followers, [----] engagements


"The $MSFT growth acceleration both from Azure and Copilot seems to be flying under the radar with investors and institutions. While Microsoft is a 7% weight in the S&P [---] institutions have it weighted at only 4.7% meaning high earnings growth combined with $60 billion of buybacks and institutions scrambling to raise their exposure to not underperform the S&P [---] is creating an incredible backdrop for the next couple years. Microsofts cloud and AI push is paying off. Q4 beat expectations as Azures momentum fueled doubledigit growth across the business. AI is now a driving force for"  
[X Link](https://x.com/anyuser/status/1958591450154754356)  2025-08-21T18:06Z [----] followers, [----] engagements


"Lessons from a Professional Fund Manager: Part [--] Tax Efficiency is just as important as great returns. Minimizing tax impact keeps more money invested in the market continuing to compound for years or even decades. When investing in taxable accounts ensuring ordinary income and capital gains are limited will allow your wealth to grow without haircuts. Investors will do well to find a ETF that aligns with their long term objectives and they agree with the investment strategy and then find implement that strategy in their brokerage account. Whether it is investing in the $VOO $QQQM or a higher"  
[X Link](https://x.com/anyuser/status/1960327557926031629)  2025-08-26T13:04Z [----] followers, [----] engagements


"Here is a list of my favorite investment market and ETF accounts I follow on Twitter: [--]. @MarcosMillaYT The host of the ETF Academy Show on YouTube and thoughtful and intelligent ETF investor [--]. @alphaarchitect Wes Gray Founder of Alpha Architect and ETF Architect the most knowledge person I know on all aspects of ETFs [--]. @WOLF_Financial Gav hosts X Spaces throughout the day and bringing together some of the brightest minds in the industry throughout the day I enjoy listening in when the topics interest me [--]. @MikeSchiemer Tweets ETF content all day long and often adds a humorous twist which"  
[X Link](https://x.com/anyuser/status/1961076481703973234)  2025-08-28T14:40Z [----] followers, [----] engagements


"The stock based compensation is out of control in small cap tech often exceeding 20% of revenue each year This takes most of the upside off the table for investors while they are still stuck with all the risk. These companies sometimes even try to hide these numbers in their earnings releases only releasing "Adjusted" financials and you have to go to their 10-Q SEC filings just to find the real results. I think small cap tech is best avoided. Should I name names Its tough out there for small-cap tech. With Big Tech pouring billions into AI smaller firms just cant keep up. The result Historic"  
[X Link](https://x.com/anyuser/status/1961439790718390605)  2025-08-29T14:44Z [----] followers, 11K engagements


"Lessons from a Professional Fund Manager: Part [--] Focus on the highest long term secular earnings growth at the lowest possible valuation metrics. Imagine you are buying shares in a software business with your own money and you have two options. Both businesses have $1 million of revenue similar revenue growth and 70% GAAP EPS (earning per share) growth year over year. One will sell you the business for $4 million the other asks for $100 million. Which business do you buy Of course everyone chooses the lower valued business. This is the real life valuation difference of $tost Toast at a price"  
[X Link](https://x.com/anyuser/status/1962125215497888222)  2025-08-31T12:08Z [----] followers, [----] engagements


"@samsolid57 Congrats Sam"  
[X Link](https://x.com/anyuser/status/1966972737475457185)  2025-09-13T21:10Z [----] followers, [---] engagements


"I had the pleasure of being a guest on the Excess Returns show with @JJCarbonneau and @practicalquant Excess Returns is a great investing YouTube channel I have been following for [--] years now and have learned a lot from so it was a honor to share some of my thoughts and experiences on the show to hopefully help others just like other guests have helped me. I had a great time discussing growth investing software platforms digital tollbooths and my favorite topic of all low marginal cost businesses. Thank you to Jack and Justin for having me on. Be sure to check out their channel here and"  
[X Link](https://x.com/anyuser/status/1970843714584002863)  2025-09-24T13:32Z [----] followers, [----] 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. https://m.youtube.com/@Marcos_Milla/videos https://m.youtube.com/@Marcos_Milla/videos"  
[X Link](https://x.com/anyuser/status/1979132780865896546)  2025-10-17T10:30Z [----] followers, 14.1K engagements


"Lessons from a Professional Fund Manager: Part [--] 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: [--]. Raise Growth Metrics [--]. Lower Valuation Metrics [--]. Prioritize Profitability [--]. Maintain Diversification I believe it is desirable in a growth portfolio that maximizes revenue and earnings"  
[X Link](https://x.com/anyuser/status/1980300549930078644)  2025-10-20T15:50Z [----] followers, [----] engagements


"Innovative Companies verse Traditional Industries Listen in to hear my take on the benefit of investing in innovative growing companies verse traditional industries. @MarcosMillaYT and I touch on $TOST $HOOD $AAPL $NVDA and $MSFT on his YouTube ETF Academy Show. Innovative companies like $NVDA are earning 18x more in EPS than they were [--] years ago and this upside is simply not there when investing in traditional industry where growth is funded by debt and profit margins are slim. I believe investing in profitable large cap innovative growing companies shifts the long term risk reward dynamics"  
[X Link](https://x.com/anyuser/status/1981028156556345515)  2025-10-22T16:01Z [----] followers, [----] engagements


"Why has the Nasdaq [---] beaten the S&P [---] Historically When you look back historically at the NASDAQ [---] the $QQQ it's done better the last [--] years [--] years [--] years than the S&P [---] has. I think it's important to ask why To me the answer is more low marginal cost businesses in the index. These are more scalable businesses that achieve higher profit margins and they are capable of higher growth without debt. Even the last couple years people have been asking is a recession coming any day now And yet the last three years the NASDAQ [---] is up roughly 120%. There is a segment of low marginal"  
[X Link](https://x.com/anyuser/status/1982823855556047109)  2025-10-27T14:57Z [----] followers, 10.9K engagements


"Excess Returns Highlights: Risk The riskiest thing to me is that in three years you buy companies that don't grow and then you know you lose money you lose versus inflation. Highest Performing Companies The theory I kept coming back to was low marginal cost. The highest performing companies had low marginal cost qualities. The cost of one additional unit was nothing. What does it cost Visa when you swipe your credit card for them Nothing. They make a 2% fee. What does it cost Microsoft when you go and download one additional Microsoft Office It costs them nothing. Its a 100% profit margin."  
[X Link](https://x.com/anyuser/status/1984268518741733710)  2025-10-31T14:37Z [----] followers, [---] engagements


"Growth Investing the Works: My Appearance on the Retirement Trading Show Want the full masterclass in how I believe you could turn $10k into $400k in [--] years through smart long-term buy and hold investing I had the pleasure of being a guest on @mbluesguitar's My Retirement Trading Youtube Show. In it I break down why betting on low-marginal-cost giants like Microsoft Nvidia and Visa has crushed old-school industrials (think Boeing & 3M) with 150050000% returns over [--] years. $MSFT $NVDA $v $BA $MMM My golden rule: skip the knife-fight industries where everyone slashes margins to survive."  
[X Link](https://x.com/anyuser/status/1986084817172152598)  2025-11-05T14:54Z [----] followers, [----] engagements


"Growth Investing That Works: Low Marginal Cost Companies - Clip Want the full masterclass in how I believe you could turn $10k into $400k in [--] years through smart long-term buy and hold investing I had the pleasure of being a guest on @mbluesguitar 's My Retirement Trading Youtube Show. In it I break down why betting on low-marginal-cost giants like Microsoft Nvidia and Visa has crushed old-school industrials (think Boeing & 3M) with 150050000% returns over [--] years. $MSFT $NVDA $v $BA $MMM My golden rule: skip the knife-fight industries where everyone slashes margins to survive. Instead"  
[X Link](https://x.com/anyuser/status/1986098648803893260)  2025-11-05T15:49Z [----] followers, [----] engagements


"Entrepreneurship: Hard Work and Service I hear way too many people say they want to work for themselves. What their dream seems to be is to not work at all make a ton of money and have others service them (as an employee I think they may resent serving their boss and customers). Entrepreneurship is the exact opposite of this. Working relentlessly doing every task you can whenever necessary and faithfully servicing your customers then anticipating and serving their needs. Your customers are not their to make you rich and serve you a entrepreneur is there to make their customers better off"  
[X Link](https://x.com/JohnTinsman/status/1989361735984374026)  2025-11-14T15:56Z [----] followers, [----] engagements


"PAYPAL DOWN -17%: GUIDANCE DISAPPOINTS $PYPL Paypal guided for only $1.29 GAAP EPS next quarter implying a -16% GAAP EPS decline QoQ from $1.53 as federal funds rate easing begins to hit the bottom line reducing interest earned on customer deposits"  
[X Link](https://x.com/JohnTinsman/status/2018706073574674748)  2026-02-03T15:20Z [----] followers, [---] engagements

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