Serving RIAs Closing the Founder Gap for Their Clients | Founder & Portfolio Manager | Top $FFF Shareholder | Former Goldman Sachs
Dallas, TX
Joined May 2009
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The ultimate Founder leadership @MikeBloomberg
Yesterday, markets rallied on certainty as election results removed a layer of uncertainty.
Today, portfolio managers and analysts are digging into the implications and adjusting expectations for potential political resistance to AI infrastructure, particularly at the state and local levels.
We're seeing that concern reflected in the selloff across semiconductors and hyperscalers.
The interesting tension is between politicians who campaigned on slowing data center development and the constituents who also want the jobs, investment, and economic prosperity those projects bring.
We believe economic reality ultimately wins that debate. The demand for AI compute hasn't changed, and neither has the long-term investment thesis.
We view this as a temporary repricing of political risk rather than a fundamental change in AI demand, and a buying opportunity for long-term investors.
WHAT DID 100 FOUNDERS EARN?
Adam Foroughi’s AppLovin ($APP)
Sales $2.18B (+5% beat), +55%, as its AI ad engine found likely buyers. EPS $4.30 (a +7% beat). Q4 Sales guidance beat by +6%, and buyback capacity reached $3.6B.
Reaction +17% premarket on beat, raise, and buyback.
Olivier Pomel’s Datadog ($DDOG)
Sales $1.20B (+5% beat), +35%, as companies monitored cloud apps, infrastructure, and security. Adjusted EPS $0.81 (a +27% beat).
Reaction -14% on Q4 guidance implying almost no sequential Sales growth.
Mark Goldsmith’s Rev Med ($RVMD)
RASONQUE Sales reached $198M versus $26M expected in its first five weeks. The pill blocks RAS proteins that drive pancreatic tumors. EPS -$1.90, a $0.45 beat.
Reaction +2.6% on 5,000+ patients and a positive EU recommendation.
Pablo Legorreta’s Royalty Pharma ($RPRX)
Portfolio receipts were $890M (+2% beat), +9%. Royalty Pharma funds drugmakers for payments tied to future drug Sales. Adjusted EPS $1.21 (a +3% beat), and guidance rose.
Reaction +1.7% on recurring royalty growth.
Jeremy Allaire’s Circle ($CRCL)
Sales and reserve income reached $865M (+8% beat), +17%, including $182M from tokens for Arc, Circle’s payments blockchain. EPS $0.84 (a +110% beat).
Reaction +1.2% as one-time token Sales and flat USDC circulation tempered the beat.
Chris Britt’s Chime ($CHYM)
Sales $718M (+2% beat), +32%, as active members grew +20% and Sales per member +10%. Chime earns from mobile banking, cards, and lending. Adjusted EPS $0.15 (a +50% beat), and guidance rose.
Reaction +6.0% on faster growth and wider margins.
Rajesh Vashist’s SiTime ($SITM)
Sales $299M (+3% beat), driven by $86M from acquired timing products and +154% core growth. Its chips synchronize AI servers and networks. Adjusted EPS $4.01 (a +18% beat).
Reaction -8.6% on negative operating cash flow and wafer constraints.
Brett Schulman’s CAVA ($CAVA)
Sales $356M (-0.6% miss), +22%. Adjusted EPS $0.11, a 1-cent miss.
Reaction -15% as a Cyclospora outbreak hurt produce demand while labor and delivery costs compressed restaurant margins.
Bill Zartler’s Solaris Energy Infrastructure ($SEI)
Sales $341M (+35% beat), +55% sequentially. Adjusted EPS $0.45 (a +165% beat). Solaris supplies onsite power so data centers can bypass grid delays.
Reaction +9.4% after hours on a new 900-megawatt contract and higher Q4 and Q1 EBITDA guidance.
Mac Armstrong’s Palomar ($PLMR)
Gross written premiums rose +28% to $767M. Palomar insures specialty risks like earthquakes and hurricanes. Adjusted EPS $3.01 (a +18% beat).
Reaction +0.9% after hours on its 16th consecutive beat and fourth guidance increase.
@FounderETFs: We Explain Founders in an Era of Astonishing Innovation
Please consider the fund’s investment objectives, risks, expenses, and charges. Read the prospectus first here: FounderETFs.com/FFF
Past performance is no guarantee of future results. Not investment advice. Investing involves risk, including loss of principal
Good read on how data centers in Texas aren’t going anywhere.
Nobody outworks @cvpayne and Making Money @FoxBusiness
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.
Catch @cvpayne and I at 2:00pm EST. @FoxBusiness
Charles Payne x Michael Monaghan
Undeniable Founders on Fox. Tune In.
@PayneMarketTalk @cvpayne @mcmonaghan @FounderETFs @FoxBusiness
Michael Monaghan retweeted
Officially a Marathoner!
Those who know me know I'm not one to write much on social media, but today, allow me to share a little.
Yesterday, I took on the streets of New York City for my first-ever marathon, expecting nothing but hoping for the best.
For the first 20 miles, I felt better than I ever have in a race.
With just 10K to go, I genuinely believed I could hang with the leading pack all the way to the finish. But the marathon had other plans.
Around mile 23, while responding to a surge, my legs suddenly gave in. Everything I had heard about how unforgiving the marathon can be became a reality. The final 5K was one of the toughest battles l've ever faced. With 800 meters to go, l even found myself walking, but giving up was never an option.
I crossed the finish line in 2:10:01. It might not be the most impressive time to some, but knowing what I went through in those final miles, I'm incredibly proud of it.
The marathon humbled me, tested me, and taught me lessons I'Il carry into the next one. I came to New York hoping for the best and left with something even more valuable: experience and a whole new respect for the distance.
A huge thank you to the @nycmarathon my agent @hawimanagement, coaches @djritzenhein & @Ithweatt, and my sponsor @on_running for the continued support. Special shoutout to my teammates @hellenobiri, @joe_klecker & @ryanford_chevy who were out there racing alongside me. Proud of you all!
My first 26.2 miles. A lesson I'II never forget.
What an experience. What a city. What a race.
This is only the beginning.
Legendary
Marty has run the New York City Marathon every year since 1980 and finished his 43rd tonight as the last man across the line. He said it would be his final one his mind is still willing, but his body isn’t.
A remarkable way to end the streak. Congratulations on 43 NYC Marathons, Marty. ❤️
Readers added context they thought people might want to know
The runner’s name is James Thomas, not Marty. The person who filmed and spoke with him (@MickmickNYC) confirmed this. He is not the 90-year-old Marty Granoff (who ran his 6th NYC Marathon in 2026, last previously in 1983).
Source: x.com/MickmickNYC/st…
“Being anti-data center is a luxury belief” @FounderETFs @LaurensFounders
“Being anti-data center is a LUXURY BELIEF.”
@mcmonaghan: “People like their Netflix movies... they like their same-day Amazon deliveries.”
But for the coal miner, Sheetrock hanger, or metal fabricator in Montana, “these data centers put dollars in your pocket.”
Michael Monaghan retweeted
“Being anti-data center is a LUXURY BELIEF.”
@mcmonaghan: “People like their Netflix movies... they like their same-day Amazon deliveries.”
But for the coal miner, Sheetrock hanger, or metal fabricator in Montana, “these data centers put dollars in your pocket.”
Absolutely savage. Well done.
ONE AND DONE 🔥
Andreas Almgren 🇸🇪 SMASHES his debut over 26.2, winning the 2026 NYC Marathon in 2:06:01 with a 4:25 26th mile to pull away from runner-up Yemaneberhan Crippa 🇮🇹, who takes second in 2:06:14.
Americans put three in the top ten with Zouhair Talbi 6th, Ahmed Muhumed 7th, and Ryan Ford 10th.
