Michael Monaghan

Partner | Portfolio Manager @FounderETFs. Founder of Beartooth. Be kind and deliberate first. Retweets and likes are not endorsements.

[Michael Monaghan @mcmonaghan]

Gonna pin this one @paulg

[Paul Graham @paulg]

Brevity is more than politeness to the reader. Compression is understanding.

[Paul Graham @paulg]

There's a startup in the current YC batch that built an MRI machine in 101 days.

[Nic Cruz Patane @niccruzpatane]

Elon Musk couldn’t have picked a more epic time to IPO @SpaceX. Just in this last couple of months:

• Google signs on for $920M/mo AI compute deal beginning in October 2026
• Anthropic $1.25B/mo Colossus compute deal
• $6.45B in US Space Force contracts
• Successful Starship V3 debut
• Terafab partnership with Intel
• FCC approval and first stage closes on $17B EchoStar spectrum deal (65 MHz nationwide).

I think it’s safe to say SpaceX has a real big shot of becoming the world’s most valuable company in the not too distant future.

[Michael Monaghan @mcmonaghan]

@jd_durkin lively on the floor of the stock exchange, bringing macro and company fundamentals into focus. @FINTECHTVglobal

[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.

[Chamath Palihapitiya @chamath]

SpaceX just paid for the https://t.co/KCtjqTdin6 acquisition many times over.

[Sawyer Merritt @SawyerMerritt]

Anthropic and Google are now paying @SpaceX a combined $2.17 billon per month for compute capacity. That's a revenue run rate of $26 billion per year. BIG MONEY.

[Paul Graham @paulg]

The best startup pitches, like the best books, make claims that are unequivocal. A lot of what I do in office hours at this point in the batch, with demo day approaching, is figure out exactly how much the startup can truly claim.

[Michael Monaghan @mcmonaghan]

@brucefenton Have an actual Thesis? Or just naysaying?

[Michael Monaghan @mcmonaghan]

Founder companies will be the first to effectively monetize tokens.

[Paul Graham @paulg]

If big companies can't make a net return on their LLM token costs, that doesn't mean it's impossible to. In fact this is exactly what you'd expect to happen with a new technology. Incumbents can't use it well, and are replaced by upstarts who can.

[Michael Monaghan @mcmonaghan]

@EricBalchunas Naysayers seldom, maybe never actually have a coherent thesis. It’s just “it won’t work”. No assumptions to even debate.

[Michael Monaghan @mcmonaghan]

@typesfast TAM questions are pedestrian. Change the product. Change the TAM by orders of magnitude.

[Michael Monaghan @mcmonaghan]

@WilfredFrost Why do you think it can’t grow like that? Do you have a framework or just shade throwing?

[Michael Monaghan @mcmonaghan]

@JohnTinsman In fairness if you say you are going to buy and hold a stock, then you shouldn’t be selling it. Generally the now flipping rules are waived on broken deal price.

[Michael Monaghan @mcmonaghan]

Not surprisingly, the best IPO roadshow ever. Brett tells the story so well, I was most impressed with how little capital @SpaceX has spent to get where they are. Founders are built differently. @elonmusk vision, execution, and grit show through in where the company is and where it is going. Several weeks ago, I modelled out $200B revenue for 2030 on a napkin on Katy Trail in Dallas. The @GoldmanSachs numbers make mine look conservative. Lets make token factories in space and go to mars!🚀

[Michael Monaghan @mcmonaghan]

Relentless

[travis kalanick @travisk]

In 2001 I intercepted a partner at a VC who was trying to escape his office before our meeting was supposed to start. I ended up pitching him in his parked Lexus from the passenger seat.

At one point he grabbed my laptop placed on his large belly which was pressed against the steering wheel and rapidly flipped through the slides himself.

2001 fundraising hit different

[Blake Burge @blakeaburge]

Underrated life advice: Have a place where you go to think. A porch. A trail. A coffee shop. A park bench. Somewhere your mind knows it's time to slow down. Most people spend their lives searching for answers. Few create the conditions for answers to appear.

[Michael Monaghan @mcmonaghan]

@jayyeh It’s worse than no intro. The only into you want is “we’re investing and you should take a look”.

[Michael Monaghan @mcmonaghan]

Helpful @altryne

[Alex Volkov @altryne]

.@satyanadella just put the whole "water" debate to rest.

Datacenters run on a closed loop cooling system, the water usage of a datacenter for an entire year is roughly equivalent to a usage of 1 restaurant!

[Michael Monaghan @mcmonaghan]

@PeterDiamandis He will have big vision and relentless execution. And with some charm a team as well!

[Marcos Milla @MarcosMillaYT]

1 ETF with High Upside that is under the radar...

1) $FFF - Up +4.81% on Friday mainly due to Oracle's $ORCL pop 10.81% move & Dell's 32.76% move...

6 of the top 10 holdings have huge upside...

1) Oracle $ORCL
2) NVIDIA $NVDA
3) Dell $DELL
4) Applovin $APP
5) Shopify $SHOP
6) Salesforce $CRM

Analysts forecast a $30.95 price target, which would represent ~20% upside...