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Rowan McConkey

@rowan.invests

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following

I track my investing progress
*not financial advice
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This is not financial advice, but my opinion.

#fyp #foryoupage #investment #buythedip #stockmarket by @rowan.invests

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10 months ago

Fear is the real cost…

I post the real trades that have helped me grow my account over time, so comment “stocks” if you want my full list📈

This is not financial advice, but my opinion.

#fyp #foryoupage #investment #buythedip #stockmarket by @rowan.invests

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9 months ago

The recent news for bloom is exciting and bullish, let me know if you disagree👇🏻

This is not financial advice, but my opinion.

#fyp #foryoupage #investment #buythedip #stockmarket by @rowan.invests

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a month ago

How much do you invest a month?

This video proves that time in the market is the best tool you have, so don’t waste it.

#investing #stockmarket #time #fyp #foryoupage by @rowan.invests

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4 months ago

Don’t be an idiot.

The 3% stat is there for a reason. Search for REAL Results before buying a course, and ask yourself if it really is something you can learn on your own.

If they made money from there strategy… why would they sell a course?

#investing #stockmarket #positiontrading #fyp #foryoupage by @rowan.invests

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4 months ago

$39,055.78. That’s where I’m starting.

I’m documenting the full journey to $50,000 in real time - the positions I’m taking, the reasoning behind each one, and the stocks I’m betting on to get there.

The 3 stocks I’m using to close the gap are in the video.

Follow along👇🏻

#investing #stockmarket #swingtrading #fyp #foryoupage by @rowan.invests

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4 months ago

💀

This is not financial advice, but my opinion.

#fyp #foryoupage #investment #buythedip #stockmarket by @rowan.invests

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5 months ago

Most investors are trying to find the next ChatGPT.

I’m trying to own the companies that make ChatGPT possible.

During the California Gold Rush, most of the people digging for gold went broke. The people who got rich were often the ones selling the picks, shovels, supplies, and infrastructure.

I think AI is similar.

That’s why a large portion of my portfolio is focused on AI infrastructure rather than AI applications.

AMD ($AMD)
AMD’s data center revenue grew 57% year-over-year to $5.8 billion last quarter. As demand for AI compute continues to explode, AMD is becoming a serious competitor in one of the fastest-growing markets in the world.

Nebius ($NBIS)
Nebius is building AI cloud infrastructure and providing GPU computing power to companies that need it. As AI adoption grows, demand for compute capacity should continue rising.

IREN ($IREN)
Most people know IREN as a Bitcoin miner, but the company is aggressively expanding into AI data centers. Their access to large amounts of low-cost power could become an incredibly valuable asset as AI infrastructure demand increases.

If AI continues growing the way many people expect, the infrastructure behind it could be one of the biggest winners.

These are three of my highest-conviction positions right now.

Not financial advice. Do your own research.

#fyp #foryoupage #investment #buythedip #stockmarket by @rowan.invests

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5 months ago

3 safe stocks I’m insanely bullish on long term:

1. AMZN
Amazon is basically everywhere now. AWS is still the main money maker, and in the last earnings report AWS revenue grew 17% year over year to over $25 billion for the quarter. Their online store business keeps getting more efficient with faster shipping and automation, and the ad business is growing fast too, bringing in over $11 billion in quarterly revenue. Amazon just keeps finding new ways to grow even at its size.

2. META
Meta has turned into a huge AI advertising company. In their latest earnings, revenue was up 27% year over year to around $36 billion, mostly because their AI tools are helping businesses run better ads on Instagram and Facebook. Reels keeps growing, WhatsApp is starting to make more money, and Threads already has over 150 million users. Even with all the spending on Reality Labs, Meta still makes massive profits and tons of cash flow.

3. AMD
AMD has gone from a smaller chip company to a real competitor in AI and data centers. Last quarter, data center revenue jumped over 80% year over year, helped by strong demand for EPYC chips and their new MI300 AI GPUs. They’re also still strong in gaming and PCs. AMD probably won’t catch NVIDIA anytime soon, but they’re clearly becoming one of the biggest winners from AI spending.

Not financial advice.

Most people are still underestimating at least one of these. by @rowan.invests

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5 months ago

My portfolio just hit 30k, so here’s the plan to 50k:

AI demand is exploding, AMD just proved it again, and I still think we’re early.

$AMD crushed earnings, Nebius keeps benefiting from the AI compute boom, and $SOFI continues executing despite the market overreacting to guidance. These are 3 stocks I’m going to use to grow my portfolio.

The long term trend hasn’t changed. 📈 by @rowan.invests

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5 months ago

Lost every cent

Comment “stocks” if you want my full list.

Free discord link in bio.

This is not financial advice, but my opinion

#fyp #foryoupage #investment #buythedip #stockmarket by @rowan.invests

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6 months ago

I noticed that these basic habits can elevate you as a trader so much, despite them sounding so basic and cliche. There important.

This is not financial advice, but my opinion.

#fyp #foryoupage #investment #buythedip #stockmarket by @rowan.invests

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6 months ago