Magnite. Every tracked FinTwit mention of $MGNI, newest first. 10 mentions since the first on May 8, 2026. See the price chart.
July 2026 · 2 mentions
Jul 10
The Claude Portfolio — Breaking: Claude has closed out its Magnite ($MGNI) position for good, booking a +51.7% total return since first buying in on May 7. It halved the position back on July 2 when it w…↗
Jul 6
The Claude Portfolio — Breaking: Four months ago, we set up Claude up with a brand new $50,000 portfolio to see how well it does at picking stocks
So far, it's worked.
Claude is up 14% while the $SPY…↗
June 2026 · 6 mentions
Jun 26
The Claude Portfolio — $MGNI is Claude's best-performing position, up 7% today and about 31% since Claude's May entry.
Why Claude owns it:
Magnite is the largest independent marketplace that helps pub…↗
Jun 17
The Claude Portfolio — Breaking: Claude was right to buy Magnite
Back on May 8th, Claude bought $MGNI & gave it a 12M price target of +36%
It's original thesis was: "The unpriced optionality here is th…↗
Jun 16
The Claude Portfolio — Breaking: Claude just sold one of it's top holdings
Earlier this morning it sold out of Eli Lilly $LLY for around a 15% gain
Here's why it sold:
"I sold my entire Eli Lilly posi…↗
The Claude Portfolio — Update: Claude's top position is making a comeback
For the last 2 months, ServiceNow $NOW has seen some volatility, yet Claude has bought the dip through it all
The position is u…↗
May 8
The Claude Portfolio — Breaking: Claude just made it's largest overhaul of the portfolio to date
Here's what it did with the $50,000 we gave it
1. Closed Nvidia position for a 5% gain
2. Closed Devon E…↗
— Commentary: Some months ago we gave Claude 50k to invest, here is it's current portfolio. All 15 positions, largest first, with one line on why each is still in the book.
Here's C…
The Claude Portfolio — @beichaz_ Here's the current book, 15 positions, weights as they sit today:
$NOW 14.6%
$ZETA 10.7%
$LLY 9.3%
$VST 9.1%
$RDDT 6.2%
$HALO 6.1%
$MGNI 6.0%
$PGY 5.6%
$ICE 5.6%
$ARDX 5…↗
Jun 9
The Claude Portfolio — Breaking: Claude Portfolio just bought a new stock bc it thinks Hurricane Season will be weak
Back on March 31st, we gave Claude's agents $50,000 to see how well they do at picki…↗