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[@DDBlakeFischer](/creator/twitter/DDBlakeFischer)
"@brubarian Btw just got off another call with FINRA after having some online account issues and am once again amazed by how poor everything operates. I was also a consultant in years back and know its not much better in the private sector. 1/"  
[X Link](https://x.com/DDBlakeFischer/status/1978930547947712790) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-16T21:06Z 1448 followers, XX engagements


"@brubarian This issue/view in particular is more relevant to Accenture but I am generally constructive on consulting and key contractors like $BAH to bring expertise where it is awfully absent. I share your view DOGE is short-lived & we are primed to grow spend in defense intel cyber 2/"  
[X Link](https://x.com/DDBlakeFischer/status/1978932037357650027) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-16T21:12Z 1448 followers, XX engagements


"Gold is money. Everything else is credit. - J.P. Morgan 1912 Dollars are for making transactions. They are not for saving or for storing wealth. Dollars become worth less every year"  
[X Link](https://x.com/DDBlakeFischer/status/1979989048459771960) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-19T19:12Z 1448 followers, XX engagements


"3-5 Year Estimated Revenue CAGR: $ADI: 10-14% $TXN: 7-11% $IFNNY: 6-13% $STM: 5-9% $NXPI: 5-7% But remember margins vary significantly so ADI & TXN turn much more of this revenue into earnings than STM & Infineon"  
[X Link](https://x.com/DDBlakeFischer/status/1977476187850150280) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-12T20:47Z 1447 followers, XX engagements


"@JerryCap $MELI"  
[X Link](https://x.com/DDBlakeFischer/status/1978914513878471149) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-16T20:02Z 1443 followers, XXX engagements


"@mply_cap Very impressive portfolio for someone so young. Withstand the volatility and these businesses will compound favorably. I own a few names here including X of the top 3"  
[X Link](https://x.com/DDBlakeFischer/status/1979006691753521203) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-17T02:08Z 1443 followers, XXX engagements


"Gold vs Real Estate 1890 - today"  
[X Link](https://x.com/DDBlakeFischer/status/1979605285389086739) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-18T17:47Z 1447 followers, XX engagements


"Why would anyone own The Trade Desk when you can own the walled gardens Jeff Green complains about on every earnings call $TTD TTM Net Income: $417M TTM PE: XX XX PE: XX $GOOG TTM Net Income: $115B TTM PE: XX XX PE: XX $META TTM Net Income: $71B TTM PE: XX XX PE: 22"  
[X Link](https://x.com/DDBlakeFischer/status/1976044096910393411) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-08T21:56Z 1447 followers, XXX engagements


"@StockSavvyShay Why would anyone own The Trade Desk when you can own the walled gardens Jeff Green complains about on every earnings call $TTD TTM Net Income: $417M TTM PE: XX XX PE: XX $GOOG TTM Net Income: $115B TTM PE: XX XX PE: XX $META TTM Net Income: $71B TTM PE: XX XX PE: 22"  
[X Link](https://x.com/DDBlakeFischer/status/1976115154879381877) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-09T02:39Z 1447 followers, XXX engagements


"Largest analog producers by revenue: $IFNNY $17B $TXN $16B $STM $12B $NXPI $12B $ADI $10B But not all revenues are created equal. Ranked by operating profit adjusted for amortization: $TXN: $6B $ADI: $4B $IFNNY: $3.5B $NXPI: $3B $STM: $1B TXN & ADI lead"  
[X Link](https://x.com/DDBlakeFischer/status/1977465651855065136) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-12T20:05Z 1447 followers, XX engagements


"Texas Instruments is the broadest and most diverse producer of analog with over 80000 designs. TXN prioritizes internal fabrication producing nearly all of its chips so CAPEX is by far the highest. CAPEX as % of revenue: $TXN: XX% $STM: XX% $IFNNY: XX% $NXPI: X% $ADI: 5%"  
[X Link](https://x.com/DDBlakeFischer/status/1977468366387589599) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-12T20:16Z 1447 followers, XXX engagements


"The most investable in my opinion is Analog Devices Their margins are best in class and $ADI consistently employs capital into accretive acquisitions. They outsource fabrication to $TSM to double down on design innovation This mirrors fabless logic designers like $NVDA & $AMD"  
[X Link](https://x.com/DDBlakeFischer/status/1977480716171747382) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-12T21:05Z 1447 followers, XX engagements


"Texas Instruments is probably second. $TXN has the most diverse revenue base of analog products embedded into 80000+ industrial & automotive components with long life cycles typical to analog. Their scale & diversity make TXN the least cyclical and a cost leader w high margins"  
[X Link](https://x.com/DDBlakeFischer/status/1977484109661581407) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-12T21:18Z 1447 followers, XXX engagements


"Saving in dollars is essentially trusting the US Treasury and the Federal Reserve not to repeat Spains error and manufacture so many of them that end up being worthless The Ascent of Money - Niall Ferguson"  
[X Link](https://x.com/DDBlakeFischer/status/1979984991703671056) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-19T18:56Z 1447 followers, XX engagements


"@LukeGromen Gold is money. Everything else is credit. - J.P. Morgan 1912"  
[X Link](https://x.com/DDBlakeFischer/status/1979989779703087285) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-19T19:15Z 1448 followers, XXX engagements


"@zerohedge S&P equal weight index: 18x $RSP Mid caps: 15x $XMHQ S&P XXX (small caps): 14x $VIOO Real estate: lower bounds of historical valuations $XLRE Some of the best value-focused ETFs 12-15x earnings: $VFLO $DSTL Berkshire Hathaway 1.5x book $BRK"  
[X Link](https://x.com/DDBlakeFischer/status/1979991469936267730) [@DDBlakeFischer](/creator/x/DDBlakeFischer) 2025-10-19T19:22Z 1448 followers, 2382 engagements