MG Financial
36 posts

MG Financial
@SamWeinles
MG Financial | US Stocks & Global Asset Allocation Hunt Alpha · Create Long-term Value Professional Value Investing + Quantitative Strategies Independent Resear
Katılım Kasım 2012
289 Takip Edilen1.5K Takipçiler

Tomorrow looks bloody — market panic likely means a red open. Perfect time to hunt quality dips! Here are my top buy zones:
$MU → 650-680
$IREN → 45-48
$OUST → 30-32
$AAOI → 150-160
$VIAV → 45-50
$LPTH → 8-10
$DRAM → 45-48
$EUV → 22-25
Don’t fear the red candles — load up smart while others panic!
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@MindMathMoney True. NVDA still leading. Same names doing the heavy lifting. Real test is when the tape gets ugly, not when it rips.
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@SamWeinles NVDA leading again. The same names that drove this whole leg are still doing the work. Watch what holds when the tape gets ugly, not when it rips.
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@brigette78955 What’s your conviction level on ASTS vs the AI core names? Already in all three or still building? Let’s ride!
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@SamWeinles Quietly added more $NVDA and $CRDO… This list is way too bullish. Just follow the momentum! $ASTS riding with it too!
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@itgirl01964904 If you’re bullish on long-term AI CapEx, CRDO is definitely worth tracking — but manage position size carefully. DYOR, not financial advice!
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@SamWeinles $CRDO riding the NVDA wave. Underrated AI infrastructure name that’s finally getting attention. Watch this one!
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I’m 46 years old and retired from JPMorgan. My monthly income is $35,000.
My updated May advice:
$AAPL (Apple) — Buy at $290–$302
$BABA (Alibaba) — Don’t buy
$SNDK (SanDisk) — Buy at $1,350–$1,410
$INTC (Intel) — Buy at $102–$108
$NVDA (Nvidia) — Don’t buy
$MSFT (Microsoft) — Buy at $409–$418
$MU (Micron) — Buy at $710–$740
$GOOGL (Alphabet) — Buy at $390–$405
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R.I.P lead gen agencies.
I just replaced a $100k/year lead gen team with Claude agents.
(all working while I slept)
Most founders spend $10k-$20k/month on marketing teams that work 9-5.
Most agencies spend $30k+/mo on outreach.
Last night I built AI agents that run 24/7:
- Lead Magnet Engineer → builds viral lead magnets in minutes
- Social Media Expert → writes scroll-stopping hooks
- Creative Director → generates on-brand visuals
- Research Analyst → finds trending topics in your niche
- Performance Tracker → analyses and maps out content
The results after 24 hours:
- 32 lead magnets ready to launch
- 60 days of content mapped out
- 50+ scroll-stopping visuals created
While I was sleeping.
Follow + reply CLAUDE and I’ll send the full system + setup.
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@myomnipod my omnipod 5 PDM does not stop buzzing due an alarm to update the software to the latest version of omnipod 5 app.
When I click it nothing happens.
Please help out with this.
Love this pump so much you guys have increased my quality of life with the new pod 5.
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What are words you have to stop yourself from saying to non-Jews?
#1 for me is lichatchila
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Apple AirPods jumping out of the case on floor impact *must* be a feature, right?
Pavel Asparouhov@Pavel_Asparagus
God help me
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