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![Arya__Deniz Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1714446178631233536.png) Arya Deniz [@Arya__Deniz](/creator/twitter/Arya__Deniz) on x 1300 followers
Created: 2025-07-19 16:28:19 UTC

@JaredKubin I think $GOOGL is a great long, the only issue I have is - in a fund when you own all the Mag X names, you essentially turn the portfolio into  Nasdaq XXX

But I think the way you laid out. To me some of the tickers that make sense with that perspective are $TPL $UNH and $FICO


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946608046697861417/c:line.svg)

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[Post Link](https://x.com/Arya__Deniz/status/1946608046697861417)