We're Down to Three Products That ARE the Market

Don Kaufman
November 13, 2025

Don Kaufman here.

Here's a truth nobody wants to face.

The entire financial sector - every bank in America combined - doesn't equal the market cap of two tech stocks.

Let me break this down with actual numbers that'll make you question everything you think you know about diversification.

The Shocking Math

JP Morgan is the heavyweight of banking. It's an $870 billion company. Add Bank of America at $400 billion. Throw in Goldman Sachs at $250 billion.

What do you get? $1.3 trillion total.

Congratulations.

You're still not even halfway to one of the "smaller" tech heavyweights.

Why I Put My Own $250K Behind This Unknown Trader

27 years in this business. Employee #13 at Thinkorswim. Helped build it to $4 billion.

Then this quiet farmer from Michigan made me question everything.

IONQ calls when nobody's talking quantum. Up 74% in four days.

AMD calls three days before OpenAI deal breaks. 389% return.

Tesla: 155%. HUT8: 132%.

I put $250K of my own money into a joint account with Gianni. Year to date: up $85,000.

Most traders chase headlines. Gianni spots institutional alignment before the crowd catches on.

Want to see exactly how?