Founder ETFs

$FFF Own 100 Iconic Founder-Led Stocks in One ETF. Do You Own Enough Founders? Disclosures:

[FINTECH.TV @FINTECHTVglobal]

"Main Street is growing, it's not just artificial intelligence."

@mcmonaghan of @FounderETFs tells @JD_Durkin that AI job loss concerns are "overdone," with today's hot jobs print and restaurant hiring pointing to strong consumer confidence heading into the week.

[Founders 100 (FFF) ETF Invest @FFF100Founders]

LIVE TODAY ON FOX BUSINESS!

Michael Monaghan joins Charles Payne at 2:45 PM ET to discuss today’s market rotation, the strong jobs report, what it says about Main Street confidence, and what Founder-Led investors should watch for next.

Watch LIVE ��� https://t.co/RN7uLs0Z4z

[Founder ETFs @FounderETFs]

A breakdown of the change in $FFF net assets from Dec. 2025 to May 2026.

The chart separates net new investment from market movement and income for informational purposes only.

[Founder ETFs @FounderETFs]

An update on $FFF: month-end net assets were $5.3M in May 2026.

For informational purposes only. Net assets may change due to market movement, subscriptions, redemptions, and other fund activity.

[Founder ETFs @FounderETFs]

$FFF cumulative net inflows reached $4.6M as of May 2026.

Shared for informational purposes only. Net inflows reflect subscriptions less redemptions and are not a measure of investment performance.

[Founder ETFs @FounderETFs]

All eyes on Friday's payrolls (survey 95k) and unemployment (survey 4.3%).

A soft print could open the door to a Fed cut; an upside surprise revives "higher for longer." Either way, it sets June's tone.

Find Macro Minutes in Founder Factor Issue #3 ↓
🔗 https://t.co/wAvarcKHhc

[Founder ETFs @FounderETFs]

Salesforce, $CRM, processed 28.6 trillion tokens last quarter (+152%), turning them into 3.8B "agentic work units."

"Agentforce is the biggest growth opportunity since we brought CRM to the cloud." said Marc @Benioff , Founder & CEO, $CRM.

More in Founder Factor Issue #3.
🔗 https://t.co/wAvarcKHhc

[Founder ETFs @FounderETFs]

Michael Monaghan, @mcmonaghan, recently joined @BNNBloomberg to discuss three tech names tied to different parts of the agentic AI wave: $DELL , $ORCL, and $PLTR . Watch the full segment below.

[Founders 100 (FFF) ETF Invest @FFF100Founders]

DO YOU OWN ENOUGH FOUNDERS?

Founder-Led stocks outperformed (Bain & Co):
3.1x over 25 years | 2.1x over 10 years

Yet most ETFs have <22% exposure

Software (34%) tilt over Semis (10%)

Huang, Ellison, Zuckerberg, Karp, Dell +95 more

View all 100 Founder-Led holdings → $FFF

Investing involves risk, including loss of capital. Past performance ≠ future results. Not investment advice.

🔗→ link in bio

[Founder ETFs @FounderETFs]

@qualtrim The story here is scale.

$DELL exited Q1 FY27 at $43.5B in quarterly revenue, with both Infrastructure and Client contributing to the step-up.

[Founder ETFs @FounderETFs]

@YahooFinance The story here is scale.

$DELL exited Q1 FY27 at $43.5B in quarterly revenue, with both Infrastructure and Client contributing to the step-up.

[Founders 100 (FFF) ETF Invest @FFF100Founders]

Michael Monaghan joins Romaine Bostick, host of Bloomberg’s The Close, to break down his fund’s fifth largest holding, $DELL, which moments ago reported stellar Q1 FY27 beat-and-raise results driven by on-premise AI server demand.

A must-watch for investors👇

@RomaineBostick @mcmonaghan @BloombergTV

[Founder ETFs @FounderETFs]

The AI order book remains a key part of the story.

AI server orders doubled to $24B, backlog reached $45B, and $DELL raised FY27 AI server revenue guidance to $60B.

Management reported the AI opportunity shows “no signs of slowing.”

[Founder ETFs @FounderETFs]

After the close, $DELL reported a strong Q1 FY27.

Sales were $44B, up 88% YoY and 23% above consensus, while adjusted EPS was $4.86, 63% above consensus and more than triple last year’s level.

[Founder ETFs @FounderETFs]

Dell Technologies, $DELL, Q1 FY27 highlights:

- Revenue: $43.84B vs. est. $35.42B, +88% YoY
- Adj. EPS: $4.86 vs. est. $2.94, +214% YoY
- GAAP EPS: $5.24, +282% YoY
- AI-optimized servers revenue: $16.13B
- Cash flow from operations: $4.1B
- Net income: $3.44B

Q2 guide: Revenue $44B–$45B, Adj. EPS $4.80
FY27 guide: Revenue $165B–$169B, Adj. EPS $17.90

Source: Dell earnings release and consensus estimates.

[Founder ETFs @FounderETFs]

The strength showed up across both sides of the business.

ISG sales nearly tripled on AI demand, while CSG also grew year over year.

[Founder ETFs @FounderETFs]

Dell Technologies, $DELL, Q1 FY27 highlights:

- Revenue: $43.84B vs. est. $35.42B, +88% YoY
- Adj. EPS: $4.86 vs. est. $2.94, +214% YoY
- GAAP EPS: $5.24, +282% YoY
- AI-optimized servers revenue: $16.13B
- Cash flow from operations: $4.1B
- Net income: $3.44B

Q2 guide: Revenue $44B–$45B, Adj. EPS $4.80
FY27 guide: Revenue $165B–$169B, Adj. EPS $17.90

Source: Dell earnings release and consensus estimates.

[Founder ETFs @FounderETFs]

A credible Iran deal would matter well beyond geopolitics.

With roughly 20% of global oil flows moving through the Strait of Hormuz, restored flows could ease gasoline prices, inflation expectations, and rate pressure. We break down the market and consumer implications in this week's newsletter.

https://t.co/gKZMFVOaxR

[MarketWatch @MarketWatch]

Breaking: U.S. sources confirm report of Iran deal progress https://t.co/faLLlE5gAk