Camden Finazzo

Tracking where smart money flows.
Stocks | Momentum | Long-Term Ideas

[Camden Finazzo @ComputeCapital1]

I’m 62 years old and retired from JPMorgan. My monthly income is $120,000.
Here is the advice I would give now:

$JPM is a $461.73 stock trading at $353.21
$BLK is a $1,782.68 stock trading at $1,055.67
$V is a $603.31 stock trading at $355.74
$MA is a $853.03 stock trading at $539.66
$COST is a $1,653.11 stock trading at $935.03
$WMT is a $162.61 stock trading at $109.47
$LLY is a $1,893.37 stock trading at $1,196.03
$SPGI is a $567.98 stock trading at $426.40

[Camden Finazzo @ComputeCapital1]

I would rather own durable companies with real scale than chase every short-term market story.

$LLY — Eli Lilly — Don’t buy
$BLK — BlackRock — Don’t buy
$COST — Costco — Don’t buy
$MSFT — Microsoft — Buy at $351-$363
$JPM — JPMorgan Chase — Buy at $322-$332
$V — Visa — Buy at $323-$334
$MCO — Moody’s — Buy at $434-$449
$WMT — Walmart — Buy at $100-$103

[Camden Finazzo @ComputeCapital1]

I would rather own durable companies with real scale than chase every short-term market story.

$MSFT — Microsoft
$JPM — JPMorgan Chase
$BLK — BlackRock
$V — Visa
$COST — Costco
$LLY — Eli Lilly
$MCO — Moody’s
$WMT — Walmart

[Camden Finazzo @ComputeCapital1]

At this stage of life, I would rather own businesses with power, scale, and staying ability than chase random hype.

$LLY — Eli Lilly — Don’t buy
$COST — Costco — Don’t buy
$MSFT — Microsoft — Don’t buy
$JPM — JPMorgan Chase — Buy at $320-$331
$V — Visa — Buy at $325-$336
$MA — Mastercard — Buy at $489-$505
$SPGI — S&P Global — Buy at $395-$408
$MCO — Moody’s — Buy at $451-$465

[Camden Finazzo @ComputeCapital1]

At this stage, I prefer businesses with scale, cash flow, and durability over random market hype.

$MSFT — Microsoft
$JPM — JPMorgan Chase
$V — Visa
$MA — Mastercard
$COST — Costco
$LLY — Eli Lilly
$MCO — Moody’s
$BLK — BlackRock

[Camden Finazzo @ComputeCapital1]

Seven stocks.
Three catalysts.
One possible $800,000 opportunity.

Space Expansion
$RKLB — Rocket Lab
$ASTS — AST SpaceMobile
$RDW — Redwire

Defense Software
$PLTR — Palantir
$LHX — L3Harris Technologies

Autonomous Drones
$AVAV — AeroVironment
$KTOS — Kratos Defense

These businesses could benefit from long-duration spending cycles.
The volatility will be extreme.
Size every position accordingly.

[Camden Finazzo @ComputeCapital1]

At this stage of life, I would rather own businesses with power, scale, and staying ability than chase random hype.

$MSFT — Microsoft
$JPM — JPMorgan Chase
$V — Visa
$MA — Mastercard
$COST — Costco
$LLY — Eli Lilly
$SPGI — S&P Global
$MCO — Moody’s

[Camden Finazzo @ComputeCapital1]

I’m 62 years old and retired from JPMorgan. My monthly income is $120,000.
Here is the advice I would give now:

$JPM — Price: $345.23 | Target: $680.00
$BLK — Price: $1,038.24 | Target: $1,640.00
$V — Price: $355.82 | Target: $535.00
$MA — Price: $538.30 | Target: $880.00
$COST — Price: $929.22 | Target: $1,765.00
$WMT — Price: $110.39 | Target: $205.00
$LLY — Price: $1,175.41 | Target: $1,970.00
$SPGI — Price: $431.26 | Target: $775.00

[Camden Finazzo @ComputeCapital1]

AI needs more memory. These 8 stocks could benefit most.

1. Dell Technologies ~ $DELL
2. Credo Technology ~ $CRDO
3. NVIDIA ~ $NVDA
4. Broadcom ~ $AVGO
5. Marvell Technology ~ $MRVL
6. SK hynix ~ $SKHY
7. Taiwan Semiconductor ~ $TSM
8. SanDisk ~ $SNDK

[Camden Finazzo @ComputeCapital1]

I’m 62 years old and retired from JPMorgan. My monthly income is $120,000.
Here is the advice I would give now:

$LLY — Eli Lilly — Don’t buy
$BLK — BlackRock — Don’t buy
$COST — Costco — Don’t buy
$JPM — JPMorgan Chase — Buy at $312-$322
$V — Visa — Buy at $332-$343
$MA — Mastercard — Buy at $504-$520
$WMT — Walmart — Buy at $103-$107
$SPGI — S&P Global — Buy at $412-$426

[Camden Finazzo @ComputeCapital1]

I’m 62 years old and retired from JPMorgan. My monthly income is $120,000.
Here is the advice I would give now:

$JPM — JPMorgan Chase — Buy at $316-$324
$BLK — BlackRock — Buy at $1008-$1018
$COST — Costco — Buy at $888-$893
$V — Visa — Buy at $333-$340
$MA — Mastercard — Buy at $510-$516
$LLY — Eli Lilly — Buy at $1111-$1120
$MCO — Moody’s — Buy at $477-$485
$WMT — Walmart — Buy at $98-$108

[Camden Finazzo @ComputeCapital1]

This is where I would focus before the next rotation becomes obvious. These 8 companies positioned across data-center power, liquid cooling, and thermal management could define the next major wealth-building cycle...

1. Amphenol ~ $APH
2. Vertiv ~ $VRT
3. Modine Manufacturing ~ $MOD
4. Comfort Systems USA ~ $FIX
5. Quanta Services ~ $PWR
6. Eaton ~ $ETN
7. GE Vernova ~ $GEV
8. nVent Electric ~ $NVT

AI infrastructure cannot expand without reliable electricity, advanced cooling, and large-scale construction.

Store this post and check it again after the next earnings cycle...

[Camden Finazzo @ComputeCapital1]

I’m 62 years old and retired from JPMorgan. My monthly income is $120,000.
Here is the advice I would give now:

1. JPMorgan Chase ~ $JPM
2. Visa ~ $V
3. Costco ~ $COST
4. Eli Lilly ~ $LLY
5. BlackRock ~ $BLK
6. Moody’s ~ $MCO
7. Mastercard ~ $MA
8. Microsoft ~ $MSFT

[Camden Finazzo @ComputeCapital1]

I’m 62 years old and retired from JPMorgan. My monthly income is $120,000.
My advice:

$LLY — Eli Lilly — Don’t buy
$BLK — BlackRock — Don’t buy
$COST — Costco — Don’t buy
$JPM — JPMorgan Chase — Buy at $316-$324
$V — Visa — Buy at $330-$340
$MSFT — Microsoft — Buy at $369-$374
$MCO — Moody’s — Buy at $478-$485
$MA — Mastercard — Buy at $510-$516

[Camden Finazzo @ComputeCapital1]

I’m 62 years old and retired from JPMorgan. My monthly income is $120,000.
At this stage, I don’t chase noise — I focus on businesses that can keep compounding.
$LLY — Eli Lilly — Don’t buy
$COST — Costco — Don’t buy
$BLK — BlackRock — Don’t buy
$V — Visa — Buy at $343-$351
$MA — Mastercard — Buy at $520-$528
$MCO — Moody’s — Buy at $489-$497
$WMT — Walmart — Buy at $105-$113
$MSFT — Microsoft — Buy at $377-$385

[Camden Finazzo @ComputeCapital1]

The next financial revolution is already trading on the public market. These 8 names deserve attention...

Robinhood ~ $HOOD
Coinbase ~ $COIN
SoFi Technologies ~ $SOFI
Circle Internet Group ~ $CRCL
Nu Holdings ~ $NU
Affirm ~ $AFRM
Block ~ $XYZ
Interactive Brokers ~ $IBKR

Digital finance is still rewriting how money moves, trades, and compounds.
Keep this list ready for the next fintech rotation...

[Camden Finazzo @ComputeCapital1]

I’m 62 years old and retired from JPMorgan. My monthly income is $120,000.
At this stage, I don’t chase noise — I focus on businesses that can keep compounding.
$COST — Costco — Don’t buy
$BLK — BlackRock — Don’t buy
$LLY — Eli Lilly — Don’t buy
$JPM — JPMorgan Chase — Buy at $325-$333
$V — Visa — Buy at $334-$342
$MSFT — Microsoft — Buy at $372-$380
$MCO — Moody’s — Buy at $475-$483
$MA — Mastercard — Buy at $504-$512

[Camden Finazzo @ComputeCapital1]

My long-term allocation favors businesses with recurring revenue, strong cash flow, and the ability to compound through multiple economic cycles.
30% Financial Leaders
$JPM
$BLK
25% Global Payment Networks
$V
$MA
20% Quality Compounders
$COST
$MSFT
15% Healthcare & Financial Data
$LLY
$MCO
10% Cash
Portfolio durability comes from owning businesses whose competitive advantages grow stronger over time.

[Camden Finazzo @ComputeCapital1]

I’m 62 years old and retired from JPMorgan. My monthly income is $120,000.

At this stage, I don’t chase noise — I focus on businesses that can keep compounding.

$COST — Costco — Don’t buy
$LIN — Linde — Don’t buy
$BLK — BlackRock — Don’t buy
$JPM — JPMorgan Chase — Buy at $322-$330
$BRK.B — Berkshire Hathaway — Buy at $462-$470
$V — Visa — Buy at $338-$346
$LLY — Eli Lilly — Buy at $1090-$1098
$UNH — UnitedHealth Group — Buy at $402-$410

[Camden Finazzo @ComputeCapital1]

I’m 62 years old and retired from JPMorgan. My monthly income is $120,000.

My advice:
$JPM — JPMorgan Chase — $334.53
$BRK.B — Berkshire Hathaway — $496.85
$COST — Costco — $926.43
$V — Visa — $357.75
$LLY — Eli Lilly — $1,181.87
$LIN — Linde — $524.06
$UNH — UnitedHealth Group — $429.09
$BLK — BlackRock — $1,031.56