
$FFF Serving RIAs Closing the Founder Gap for Their Clients https://teapaw.org/t.co/MlMrXWrpwh
Dallas, TX
Joined August 2025
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AI Field Guide video covering who builds AI, and what each AI labs offer is up.
Dr. Mekiker covers articles 1 to 3, on why AI matters, the five big US providers, and when to run an open-weight model yourself.
Watch youtu.be/JhtSObFRcgc
Educational content only. Not investment advice.
Worried about this week's and last week’s AI sell-off? Learn everything you need to know to protect your investments. From a computer scientist perspective, put plainly.
Read founderetfs.com/insights
Educational content only. Not investment advice.
Worried about this week's and last week’s AI sell-off? Learn everything you need to know to protect your investments. From a computer scientist perspective, put plainly.
Read founderetfs.com/insights
Educational content only. Not investment advice.
Charles Payne and Michael Monaghan talked Founders today on Fox Business’ Making Money, including the AI data-center boom, US job creation, post-election regulation, and the investment case for $META, $ORCL, $SPCX, $ANT, and more.
@FounderETFs: Explaining Founders in an Astonishing Era of Innovation
@cvpayne @mcmonaghan @FoxBusiness @FoxBizAlert @FoxNews @foxnewspolitics
Please consider the fund’s investment objectives, risks, expenses, and charges before investing. Read the prospectus at FounderETFs.com/FFF
Not investment advice. Past performance is not a guarantee of future results. Investing involves risk, including loss of principal.
Founder ETFs retweeted
Charles Payne and Michael Monaghan talked Founders today on Fox Business’ Making Money, including the AI data-center boom, US job creation, post-election regulation, and the investment case for $META, $ORCL, $SPCX, $ANT, and more.
@FounderETFs: Explaining Founders in an Astonishing Era of Innovation
@cvpayne @mcmonaghan @FoxBusiness @FoxBizAlert @FoxNews @foxnewspolitics
Please consider the fund’s investment objectives, risks, expenses, and charges before investing. Read the prospectus at FounderETFs.com/FFF
Not investment advice. Past performance is not a guarantee of future results. Investing involves risk, including loss of principal.
Founder ETFs retweeted
Charles Payne x Michael Monaghan
Undeniable Founders on Fox. Tune In.
@PayneMarketTalk @cvpayne @mcmonaghan @FounderETFs @FoxBusiness
US Growth Equity Investors - Want a deeper understanding of the 100 Founders leading this astonishing era of innovation?
@LaurensFounders is a must-follow for breaking news and insightful equity research:
Wonderful speaking with Nicole Petallides on Schwab Network today about @PalantirTech’s ($PLTR) beat-and-raise quarter and why we believe Founder Alex Karp is building one of the most important companies in the AI era:
* Sales +96% to $2.3B (a +6% beat)
* Adjusted EPS $0.44 (a +7% beat)
* FY26 sales guidance raised again
* US commercial sales +148%
* Net dollar retention 165%
* Rule of 40 score (a new record!) 158%
Palantir uses AI to collect data across disconnected computer systems, giving executives and sovereign leaders the power to make informed, real-time decisions for the first time. For every $100 customers spent a year ago they’re spending $165 today.
Thank you, Nicole, for a wonderful conversation!
@NPetallides @SchwabNetwork
@FounderETFs: Explaining Founders in an Astonishing Era of Innovation
Please consider the fund’s investment objectives, risks, expenses and charges before investing. Before investing read the prospectus at: FounderETFs.com/FFF
Past performance is not a guarantee of future results. Investing involves risk, including possible loss of principal. Not investment advice
Founder ETFs retweeted
Wonderful speaking with Nicole Petallides on Schwab Network today about @PalantirTech’s ($PLTR) beat-and-raise quarter and why we believe Founder Alex Karp is building one of the most important companies in the AI era:
* Sales +96% to $2.3B (a +6% beat)
* Adjusted EPS $0.44 (a +7% beat)
* FY26 sales guidance raised again
* US commercial sales +148%
* Net dollar retention 165%
* Rule of 40 score (a new record!) 158%
Palantir uses AI to collect data across disconnected computer systems, giving executives and sovereign leaders the power to make informed, real-time decisions for the first time. For every $100 customers spent a year ago they’re spending $165 today.
Thank you, Nicole, for a wonderful conversation!
@NPetallides @SchwabNetwork
@FounderETFs: Explaining Founders in an Astonishing Era of Innovation
Please consider the fund’s investment objectives, risks, expenses and charges before investing. Before investing read the prospectus at: FounderETFs.com/FFF
Past performance is not a guarantee of future results. Investing involves risk, including possible loss of principal. Not investment advice
Palantir Technologies ($PLTR) reported a Rule of 40 score of 158% for Q3'26, compared with 54% in Q4'23.
The score adds yoy revenue growth (96% in Q3'26) and adjusted operating margin (62%). The metric is named for a 40% benchmark.
Source: Palantir.
Palantir Technologies ($PLTR) reported Q3'26 results on November 2, including revenue of $2.313B, +96% yoy, and GAAP net income of $1.128B, a 49% net margin.
The full income statement breakdown is below.
Sources: Palantir, SEC filings.
Founder ETFs retweeted
WHO DID 100 FOUNDERS PARTNER WITH TODAY?
“AI is creating an interface revolution.”
- Marc Benioff, Sept. 2026
Marc Benioff’s Salesforce ($CRM)
Salesforce agreed to buy Cresta, adding voice agents that handle complex calls, coach reps, and customer record logging of the call. Salesforce did not disclose the price or terms but expects the deal to close in Q1 28. The Information reported Benioff agreed to pay $2.7 billion. We view this deal positively, as a strong strategic fit.
Moat: Switching Costs - Customer workflows anchor its platform
Elon Musk’s SpaceX ($SPCX)
SpaceX is reportedly discussing buying Boost Mobile or using its leased network. Boost’s 7.38M subscribers could accelerate Starlink Mobile’s hybrid satellite and ground service; no deal is confirmed. We would support this strategic deal at the right price.
Moat: Scale - Satellites, spectrum, and distribution support a national network
Plus George Kurtz is having a big week, signing 3 new deals with fellow Founders:
George Kurtz’s CrowdStrike ($CRWD)
CrowdStrike joined Dell ($DELL) and NVIDIA ($NVDA) to secure the Dell AI Factory from infrastructure and workloads through agents and apps, with security sold alongside the AI stack.
Moat: Ecosystem - Falcon is becoming embedded as enterprises buy AI infrastructure
Michael Intrator’s CoreWeave ($CRWV)
CoreWeave expanded its CrowdStrike partnership, adding Falcon protection, 24/7 threat hunting, and managed response for production AI workloads.
Moat: Scale - Specialized GPU capacity pairs well with enterprise-grade security
Bernd Greifeneder’s Dynatrace ($DT)
Dynatrace linked observability with CrowdStrike security so teams can search data where it sits, investigate faster, and avoid duplicating costly logs.
Moat: Switching Costs - Telemetry and workflows become embedded in operations
MARKETS: MIDTERM ELECTIONS - GO VOTE! S&P 500 futures flat, the 10-year Treasury yield +2 bps to 4.913%. Brent +1.8% to $106.61 after a US strike on Iran’s Qeshm Island revived supply fears. JOLTS and Factory Orders are due today.
FOUNDERS, LIKE YOU, INVEST WITH VISION, CONVICTION, AND GRIT
Sources: Salesforce, CrowdStrike, Dynatrace, Reuters, The Information
@FounderETFs: Explaining Founders in an Astonishing Era of Innovation.
Please consider the fund’s investment objectives, risks, charges, and expenses before investing. Read the prospectus first: FounderETFs.com/FFF
Past performance is not a guarantee of future results. Not investment advice. Investing involves risk, including possible loss of principal
Founder ETFs retweeted
Our comments on the tech sell off and the ongoing AI trade covered in the @WSJ
Made it to the print edition of @WSJ
✅
What’s next?
👀 seeing some familiar names in this article @mcmonaghan
Founder ETFs retweeted
The biggest Wall Street stories? Founders!
Loved joining @BloombergTV’s ETF IQ today with Scarlet Fu and Athanasios Psarofagis to discuss today’s top stories:
• Anthropic ($ANT): S-1 and IPO
• Tesla ($TSLA): Potential SpaceX ($SPCX) merger and valuation
• Meta ($META): Massive capital raise
• @FounderETFs: Founder-Led Investing and how we carefully select our 100 Founders
We believe Founders, like you, invest for decades not quarters with vision, conviction, and grit.
Thank you, Scarlet and Athan, for a fantastic conversation!
@scarletfu @tpsarofagis @Bloomberg @business
Consider the Fund’s investment objectives, risks, charges, and expenses before investing. Read the prospectus at FounderETFs.com/FFF
FFF may own securities discussed. Opinions are subject to change. Not investment advice. Investing involves risk, including possible loss of principal.
Anthropic’s ($ANT) revenue grew faster than every cost line in Q2'26, turning a Q1 operating loss into a profit. Its S-1 says compute is contracted 12 to 18 months ahead, so revenue outpaced the compute cost already locked in.
Anthropic, $ANT, generated $2.08 of revenue per $1 of compute and infrastructure expense in Q2'26, per its S-1.
That compares with $0.40 in Q1'25. The ratio first passed $1.00 in Q1'26.
Anthropic, $ANT, generated $2.08 of revenue per $1 of compute and infrastructure expense in Q2'26, per its S-1.
That compares with $0.40 in Q1'25. The ratio first passed $1.00 in Q1'26.
Anthropic filed its S-1 on Oct 26 to list on Nasdaq as $ANT.
Quarterly revenue went from $197M in Q4'24 to $11.6B in Q2'26, +1,368% yoy in Q2.
Anthropic filed its S-1 on Oct 26 to list on Nasdaq as $ANT.
Quarterly revenue went from $197M in Q4'24 to $11.6B in Q2'26, +1,368% yoy in Q2.
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Excited to join Bloomberg’s ETF IQ today to discuss the Founders driving some of the biggest stories in the market today:
Anthropic’s ($ANT) S-1 Filing
Tesla’s ($TSLA) valuation and possible SpaceX ($SPCX) merger
Meta’s ($META) ad-funded AI capex
Founder-Led Investing, a sub-asset class within your US Growth Equity sleeve
@BloombergTV @business @Bloomberg
Bloom Energy, $BE, reported Q3'26 results including revenue of $1.24B (vs. estimates $1.07B), +138% yoy and adjusted EPS of $0.94 (vs. estimates $0.69).
The company raised FY26 revenue guidance to $4.4B to $4.6B (from $3.9B to $4.2B) and adjusted EPS guidance to $3.10 to $3.40 (from $2.55 to $2.85).
Founder KR Sridhar says, "What began with hyperscalers is rapidly moving across market segments because every business needs reliable power to grow."
Sources: Bloom Energy, consensus estimates.
Blackstone, $BX, reported Q3'26 results including revenue of $3.22B (vs. estimates $3.36B), -3% yoy and distributable EPS of $1.32 (vs. estimates $1.26).
Quarterly inflows were $63.3B and total AUM reached $1.37T, +10% yoy.
Co-founder Stephen A. Schwarzman says, "We’ve established leading platforms to address the key investment themes powering the global economy and markets today."
Sources: Blackstone, consensus estimates.


















