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![djthomas Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::558223071.png) David Thomas [@djthomas](/creator/twitter/djthomas) on x 10K followers
Created: 2025-07-19 16:36:11 UTC

Diversification is overrated. You don't need 100+ tickers. You need XX companies that actually move markets. That's what Global Tech XX is built for.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946610026459607223/c:line.svg)

**Related Topics**
[asset allocation](/topic/asset-allocation)

[Post Link](https://x.com/djthomas/status/1946610026459607223)