Founder ETFs
195 posts
Founder ETFs
@FounderETFs
$FFF Own 100 Iconic Founder-Led Stocks in One ETF. Do You Own Enough Founders? Disclosures: https://t.co/MlMrXWqRGJ
Dallas, TX Katılım Ağustos 2025
146 Takip Edilen84 Takipçiler
$PLTR partners with Moder to build an AI-powered mortgage platform using Ontology to automate underwriting and loan workflows.
Early deployment with Freedom Mortgage shows faster processing, higher accuracy and a path toward fully auditable, end-to-end mortgage automation.
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$DELL 🤝 $NVDA
Founders building enterprise infrastructure together.
Michael Dell 🇺🇸@MichaelDell
Always fun with Jensen Huang and @jimcramer at NVIDIA GTC!
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Manus, recently acquired by $META, has just released an AI agent for your desktop. Similar to Anthropic’s Claude Desktop app, Manus’s My Computer feature helps organize your desktop and enables you to collaborate with AI.
Manus@ManusAI
Today, we're taking Manus out of the cloud and putting it on your desktop. Introducing My Computer, the core feature of the new Manus Desktop app. It’s your AI agent, now on your local machine.
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Founder ETFs retweetledi
Had a great time speaking with Brad Roth. etf.com/sections/podca… @FounderETFs
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Founder ETFs retweetledi
This aligns with the research we have done looking at stock price performance under Founder CEOs and non founder CEOS. @FounderETFs
Barchart@Barchart
Berkshire Hathaway $BRK.A is now underperforming the S&P 500 by nearly 28 percentage points since Warren Buffett announced his retirement 🚨🚨 That ain't gonna work Greg 👀
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Founder ETFs retweetledi
This is a quintessential example of the importance of Founders who set the vision and live the brand. This is what happens when you don’t have a Founder at the helm. @FounderETFs
Greg Baroth@gbaroth
This is what happens when you don’t have enough “no people” on your team. There’s 1 million yes men but you need someone that’s gonna say no Nobody felt confident enough to be able to say “hey we shouldn’t release this. It looks weird” Common sense consultancy group
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Founder ETFs retweetledi
Quite simply, Founder versus non Founder leadership. @FounderETFs
Michael Girdley@girdley
NEW LONG FORM VIDEO: The rise and fall of Intel: The collapse of America’s chip champion In 2007, Steve Jobs called Intel’s CEO with a proposal that could have changed the future of computing. Apple needed a new chip for an upcoming device called the iPhone. At the time, Intel’s CEO, Paul Otellini, reviewed the numbers and didn’t like what he saw. He didn’t believe the device would sell in the volumes required to justify building a custom chip. So he said no. Looking back, Otellini admitted he regretted the decision. He said his gut told him to take the deal, but he followed the numbers instead. The problem was that the forecast was wrong, and not just slightly wrong. It was off by a factor of 100. Apple chose to go with ARM-based chips instead, a completely different architecture from Intel’s. Since that fateful call, nearly 2 billion ARM chips have shipped in smartphones, while PC shipments during that same period totaled only about 250 million units. But that missed iPhone deal wasn’t even Intel’s biggest mistake. In 2000, Intel was worth over $500 billion and controlled 90% of the global PC market. Fast forward 25 years, and by November 2024, Intel was removed from the S&P 500 and replaced by Nvidia, a company that was once considered an afterthought. How does a company that dominant lose its edge? Was it leadership failures, market shifts, technological disruption, or something deeper? This is the rise and fall of Intel.
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Block, $XYZ, Q4 earnings highlights:
• Revenue: $6.25B (vs. consensus ~$6.21B–$6.37B)
• Adjusted EPS: $0.65 (in line with consensus)
• Gross Profit: $2.87B (beat est. ~$2.76B)
Outlook:
• Q1 gross profit ~ $2.8B; adj. EPS ~$0.67
• FY2026 gross profit ~$12.2B; adj. EPS ~$3.66
Source: Company earnings release and analyst consensus estimates.
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@TheETFTracker Interesting breakdown, thank you for sharing this!
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Here are the most popular ETF themes in the 🇺🇸 so far this year
🥇Infrastructure
🥈Defense
🥉Energy
4. Global Defense
5. Nuclear Energy
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Operational execution and market pricing can diverge. MercadoLibre, $MELI, is an interesting example.
When does the market finally catch up to founder execution?
Fiscal.ai@fiscal_ai
MercadoLibre over the last 5 years: Revenue +559% Stock Price +16% $MELI
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“Momentum continued with record revenue, EPS, and expanding AI backlog.”
-- Michael Dell, CEO, $DELL Technologies
Dell Technologies@DellTech
FY26: A Q4 full of records and a defining year in our company’s history with record full-year revenue, EPS and cash generation. Catch the earnings call replay & see the Q4 report 📝: del.ly/6019htU8Z
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NVIDIA, $NVDA, Q4 FY2026 earnings highlights:
• Revenue: $68.1B (vs. ~$65.9B consensus), +73% YoY
• Adj. EPS: $1.62 (vs. ~$1.50 consensus), +82% YoY
• Data Center revenue: $62.3B (vs. ~$60.4B consensus), +75% YoY
Q1 outlook:
• Revenue: ~$78.0B ±2% (vs. ~$72.8B consensus)
• Adj. gross margin: ~75.0% ±50 bps
• Adj. OpEx: ~$7.5B
• Guidance excludes Data Center compute revenue from China
Source: Company earnings release and conference call.
Founder ETFs@FounderETFs
Earnings season continues. Here is the schedule for some of the anticipated upcoming earning reports.
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Hims & Hers, $HIMS, 2025 Q4 earnings recap:
- Revenue: $618M vs. ~$619M consensus. (+28% YoY)
- Adj. EBITDA: $66M (vs. prior guidance midpoint ~$60M and expected around consensus levels).
- Full year 2025:
* Revenue ~$2.35B (+59% YoY),
* Adj. EBITDA $318M,
* Subscribers over 2.5M (+13% YoY).
Source: Company release, shareholder letter.
Founder ETFs@FounderETFs
Earnings season continues. Here is the schedule for some of the anticipated upcoming earning reports.
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@FT AI infrastructure is being built at an incredible pace. Just look at the spending.
x.com/FounderETFs/st…
Founder ETFs@FounderETFs
What does it take to build AI at scale?
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Data centres seek credit ratings to unlock billions in funding for AI push ft.trib.al/30MIA8q
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What does it take to build AI at scale?
Founder ETFs@FounderETFs
How important is balance sheet strength in an AI-heavy world?
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@StockSavvyShay We believe AI infrastructure goes beyond compute performance. Integration across security, cloud, and networks is what turns innovation into real-world deployment. This is an area where founder-led companies often focus early.
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$NVDA partners with $PANW & $AKAM to bring AI-powered accelerated computing to OT security.
Targeting real-time threat detection across critical infrastructure.
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@qualtrim Consistent execution across cycles is rare. Shopify’s growth story shows what founder-led leadership can compound over time.
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