Public Policy Advocate. Former Illinois Tollway Board Director, Illinois State Senator and Kane County Board Chair.
St. Charles, IL
Joined March 2014
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Karen McConnaughay retweeted
If you're under 32, I'm only going to say this ONCE.
After this volatile market pullback, the next big opportunity may be closer than you think.
Look at what the past five years have delivered:
$MU — +864%
I'M ONLY GOING TO SAY THIS TWICE.
Even the biggest AI bulls aren't immune to brutal losses.
Leopold Aschenbrenner's reported portfolio moves are raising serious questions about AI stock valuations.
Here are 5 positions reportedly liquidated and their drawdowns:
$MU — $1,153 → $703 (-39%)
1 $MU — $1,153 → $703 (-39%)
2 $CORZ — $25.60 → $11.10 (-56%)
3 $SNDK — $2,268 → $874 (-61%)
4 $NBIS — $273 → $121 (-55%)
5 $CRWV — $99 → $42 (-57%)
The AI growth story may still be intact, but valuations, liquidity, and position sizing matter.
Are these temporary buying opportunities, or warning signs of a deeper AI stock correction?
Investors need to pay attention.
Karen McConnaughay retweeted
Elon Musk just dropped an important clue about the future of AI investing.
Compute efficiency is becoming increasingly valuable.
And these 5 stocks could be in the right place at the right time. 👇
If you follow the stock market but hate the noise, this page is for you.
I focus on the things that actually move stocks:
• AI & semiconductors
• Earnings & catalysts
• Breakout setups
• Support & resistance
• Energy & infrastructure
• Growth stocks with real momentum
• Market trends before they become obvious
I’m not here to post 50 tickers a day.
I’d rather find a few setups worth watching, explain the levels that matter, and tell you what would confirm or invalidate the idea.
Some trades will work.
Some won’t.
But the goal is always the same:
See the setup earlier.
Understand the risk better.
Ignore the noise.
Follow now. The next setup may already be forming.
Karen McConnaughay retweeted
Hey @grok, can $APLD deliver a 10x return over the next decade as AI infrastructure spending accelerates, or could billions in financing requirements dilute shareholders?
What does CFO Saidal Mohmand's capital strategy reveal about the company's financial future?
If you follow the stock market but hate the noise, this page is for you.
I focus on the things that actually move stocks:
• AI & semiconductors
• Earnings & catalysts
• Breakout setups
• Support & resistance
• Energy & infrastructure
• Growth stocks with real momentum
• Market trends before they become obvious
I’m not here to post 50 tickers a day.
I’d rather find a few setups worth watching, explain the levels that matter, and tell you what would confirm or invalidate the idea.
Some trades will work.
Some won’t.
But the goal is always the same:
See the setup earlier.
Understand the risk better.
Ignore the noise.
Follow now. The next setup may already be forming.
Karen McConnaughay retweeted
SOLAR & HEALTHCARE — 7 STOCKS ON MY WATCHLIST 📈
If the election outcome improves the outlook for clean-energy incentives and healthcare coverage, these are two sectors I’ll be watching closely.
Here are seven names I’d consider buying in stages if the fundamentals, price action, and risk/reward align:
Six Months. Every Move Explained. Wins and Losses Included.
I’m launching a six-month investing challenge, and I’m inviting you to follow the entire journey.
My focus is the infrastructure behind AI: power, cooling, networking, and memory. I’ll be researching the companies supplying what this industry needs—and deciding which opportunities deserve a place in the portfolio.
Here’s what I’ll share along the way:
• What I’m considering and why.
• What needs to happen before I buy.
• When I add, trim, exit, or stay in cash.
• What would make me change my mind.
• Regular updates on returns, drawdowns, and performance against the S&P 500.
I won’t disclose individual position dollar amounts, but I will explain my decisions. That includes the mistakes, missed opportunities, and days when I decide to do nothing.
There’s no promised outcome. The goal is to test the process and keep an honest record.
If you’re interested, follow along, ask questions, and challenge my thinking.
You’re also welcome to join my free investment community, where we’ll discuss research, earnings, opportunities, and risks. You don’t need to place a trade to take part.
DM me for an invite—and follow this account to see how the next six months unfold.
Karen McConnaughay retweeted
If you fucking think AI is a bubble, then you can leave.
I don’t care what your portfolio looks like, whether you’ve invested $1,000, $10,000, or even $10,000,000.
These 5 stocks are the ones that can outperform the entire market before Christmas:
1. $NBIS
Karen McConnaughay retweeted
Elon Musk predicts there could be 1 billion humanoid robots worldwide within the next decade.
If you’re already 31, your portfolio should have exposure to at least two of these five stocks.
I’m only going to say this ONCE:
1. （ $TSLA
I’m only going to say this ONCE.
Bill Ackman has concentrated 77% of his portfolio into just seven stocks. His current investment allocation is as follows: 1)
$UBER
- 12.72% of the portfolio
If you follow the stock market but hate the noise, this page is for you.
I focus on the things that actually move stocks:
• AI & semiconductors
• Earnings & catalysts
• Breakout setups
• Support & resistance
• Energy & infrastructure
• Growth stocks with real momentum
• Market trends before they become obvious
I’m not here to post 50 tickers a day.
I’d rather find a few setups worth watching, explain the levels that matter, and tell you what would confirm or invalidate the idea.
Some trades will work.
Some won’t.
But the goal is always the same:
See the setup earlier.
Understand the risk better.
Ignore the noise.
Follow now. The next setup may already be forming.
1. Uber Technologies (
$UBER
): 12.72% of the portfolio 2. Brookfield Corporation (
$BN
): 12.58% of the portfolio 3. Microsoft (
$MSFT
): 11.89% of the portfolio 4. Amazon (
$AMZN
): 10.49% of the portfolio 5. Howard Hughes Holdings (
$HHH
): 10.23% of the portfolio 6. Restaurant Brands International (
$QSR
): 9.62% of the portfolio 7. Meta Platforms (
$META
): 9.25% of the portfolio
If you find this information helpful, please like, follow, and share.
If you are under 40, listen closely—I’ll only say this once. In his last publicly disclosed portfolio, Michael Burry concentrated approximately 80% of his capital into just two holdings. His asset allocation at the time was as follows: 1. Palantir Technologies (
$PLTR
): 66.0%
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