[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

[@JohnTinsman](/creator/twitter/JohnTinsman)
"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 2258 followers, 9048 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 2264 followers, 1543 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 2265 followers, XXX 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 2265 followers, 7438 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 2265 followers, 9347 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 X 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/JohnTinsman/status/1981028156556345515) [@JohnTinsman](/creator/x/JohnTinsman) 2025-10-22T16:01Z 2266 followers, XXX engagements


"Built for Long-Term Growth The AOT Growth & Innovation ETF is built for the future. The ETF is targeting high-quality low marginal cost platforms driving secular growth like $NVDA $MSFT $GOOGL $AMD $HOOD. Designed for long-term capital appreciation. Learn more and view fund holdings at #AI #GrowthInvesting $AOTG"  
[X Link](https://x.com/JohnTinsman/status/1981373573106155788) [@JohnTinsman](/creator/x/JohnTinsman) 2025-10-23T14:54Z 2266 followers, 5227 engagements