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![endowment_eddie Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1860093000673824768.png) Endowment Eddie [@endowment_eddie](/creator/twitter/endowment_eddie) on x 4302 followers
Created: 2025-07-19 14:22:01 UTC

Comparing software buyout and venture to the S&P or Mag7 with hindsight misses the broader point—you should have owned and should continue to own US technology.

This beta drives it all. Our deficit to GDP, employment picture, and global leadership are not driven by the S&P XXX.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946576263029596456/c:line.svg)

**Related Topics**
[gdp](/topic/gdp)
[government spending](/topic/government-spending)
[beta](/topic/beta)
[stocks technology](/topic/stocks-technology)
[acquisition](/topic/acquisition)

[Post Link](https://x.com/endowment_eddie/status/1946576263029596456)