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![PortfProfessor Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1924107730597601280.png) PortfolioProfessor [@PortfProfessor](/creator/twitter/PortfProfessor) on x XX followers
Created: 2025-07-26 12:07:02 UTC

Markets defied tariffs post-Liberation Day! S&P bounced back, up XXX% H1.

Effective hit only 8%, AI boosting (e.g., $MSFT).

Invest: Hold equities, tilt AI/tech. Rethink FI buffer.

Bearish me wary, but adapts inspire!

Thoughts? Sub!

![](https://pbs.twimg.com/media/GwyFBz-XwAA11ds.jpg)

XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949079008362066207/c:line.svg)

**Related Topics**
[msft](/topic/msft)
[bearish](/topic/bearish)
[stocks](/topic/stocks)
[investment](/topic/investment)
[$msft](/topic/$msft)
[coins ai](/topic/coins-ai)
[h1](/topic/h1)
[sampp](/topic/sampp)

[Post Link](https://x.com/PortfProfessor/status/1949079008362066207)