To The Moon

One of the themes I keep coming back to is founder-led companies.

When the founder still has meaningful influence, you often get a different level of conviction, long-term thinking, and willingness to take big bets.

Here’s a founder-led watchlist across some of the biggest growth themes:

💻 Chips
$NVIDIA(NVDA)$

🧠 Software
$Palantir Technologies Inc.(PLTR)$ $AppLovin Corporation(APP)$

🏗️ Data Centers
$Oracle(ORCL)$ $Dell Technologies Inc.(DELL)$ $NEBIUS(NBIS)$ $CoreWeave, Inc.(CRWV)$ $IREN Ltd(IREN)$ $Astera Labs, Inc.(ALAB)$

💳 FinTech
$Robinhood(HOOD)$ $Coinbase Global, Inc.(COIN)$ $Block, Inc.(XYZ)$ $eToro Group Ltd.(ETOR)$ $Webull Corp(BULL)$ $Lemonade, Inc.(LMND)$ $Nu Holdings Ltd.(NU)$ $Affirm Holdings, Inc.(AFRM)$ $Dave Inc(DAVE)$

🚀 Space
$SpaceX(SPCX)$ $Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$

🧬 Health
$Hims & Hers Health Inc.(HIMS)$ $Veeva(VEEV)$ $Tempus AI(TEM)$

🚗 Automotive
$Tesla Motors(TSLA)$ $Carvana Co.(CVNA)$

☁️ Cloud Databases
$Datadog(DDOG)$

📈 Sales & Marketing
$Salesforce.com(CRM)$

🔐 Cybersecurity
$Cloudflare, Inc.(NET)$ $Zscaler Inc.(ZS)$ $Okta Inc.(OKTA)$ $CrowdStrike Holdings, Inc.(CRWD)$ $SentinelOne, Inc(S)$ $Rubrik Inc.(RBRK)$ $Frontier Asset Total International Equity ETF(FINT)$

📱 Social Media
$Meta Platforms, Inc.(META)$ $Snap Inc(SNAP)$ $Roku Inc(ROKU)$ $Reddit(RDDT)$ $Roblox Corporation(RBLX)$

🛒 E-Commerce
$Shopify(SHOP)$ $MercadoLibre(MELI)$ $Sea Ltd(SE)$

📦 Consumer Apps
$DoorDash, Inc.(DASH)$ $Airbnb, Inc.(ABNB)$ $Grab Holdings(GRAB)$

🏠 Real Estate
$Zillow(Z)$

⚙️ Productivity
$Zoom(ZM)$ $Atlassian Corporation PLC(TEAM)$ $Workday(WDAY)$

There’s a pretty clear pattern here.

A lot of the most aggressive growth themes in the market are being driven by companies where founders still have a major influence.

That doesn’t make every stock a buy.

But it gives me another filter when building a watchlist: Who is still thinking like an owner? 👀