KG Invests @KGInvests_
20 | Singapore student | Growth and Value investor 📈| $100k by 20🔥 NW: 84k $sofi $hims $zeta $oscr $nbis $meta bull Fundamentals always win Singapore Joined December 2023-
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@etheralen @Fsl_X I think $AVGO is a really safe buy rn
How I allocate $100k to build the best portfolio in the next 90 days $META - 19% $HIMS - 17% $IREN - 15% $ONDS - 13% $APP - 11% $AXTI - 9% $MSTR - 7% $IONQ - 5% $GRAB - 3% $TE - 1% I was invited by @Fsl_X to a stock draft leauge with 11 other fintwit creators and see which portfolio would perform the best in the next 90 days. There are other stocks like $sofi $uber $avgo $crdo $aaoi I wanted but others drafted these quality names before me. How would you rate this portfolio for the next 90 days?
@jbfinancebull CPI deciding the fate of everyone’s growth positions
@qu3stionevrthg @TheLongInvest Did he tell that to his followers on X. Personally I made a profit on $ASTS. Just hate how he’s pumping mindlessly and making stupid remarks everyday
POV: you are @TheLongInvest follower and you have been buying $ASTS from $130 all the way down to $40.
$NVDA is in Wave 5 $ASTS has completed its ABC correction Which one are you buying here? Which one has more downside risk right now?
@KennyZufall Short term pain for long term gain. I love investors like you
Why would anyone buy $AXP over $SOFI? One is a legacy brand, growing revenue and EPS around 10% annually for the next 3 years One is a rising brand among GenZs, pivoting heavily into crypto blockchain revenue, growing revenue and EPS around 30-40% annually for the next 3 years There’s a reason why $SOFI has a higher valuation, it’s more likely to grow into their earnings. And still their valuations are similar $SOFI is at 19 FWD PE $AXP is at 17 FWD PE Really crazy take imo or am I the one crazy here?
@worstgeneD I’m chilling with my $RKLB rn, thinking if I should switch my space holding
What happened to $ASTS? I remember it was $130/share a few months ago and everyone say $SPCX IPO will make the space sector go brrr. Is now the time to load up or cut losses?
@worstgeneD Would you rather buy $SPCX or $ASTS now
I agree with your Reddit takes. I mean I have some $RDDT too. And I think both will do well from here. I just think $APP has more upside rn. I used to think $U was gaining market share, but even in the latest quarter $U did not gain anything but $APP actually gained market share instead. I really do think it all comes down to earnings. I think narratives drove both stocks down really bad while ignoring all the positives
@Alphacoreinvest Also I would rather buy $MA or $V than $AXP if I want a more stable compounder
@TheFinanceRadar I wish it can take off now
$SMH has crashed 10% since a week ago and many AI related stocks sold off People always say they want to buy the dip, but when the dip comes, they are all SCARED. These are some names that I love: $LITE - 10.6% $AAOI - 8.8% $COHR - 8.7% $AXTI - 8.4% $CRDO - 6.5% $NBIS - 5.7% $GRRR - 10.56% $BE - 7.23% $IONQ - 9.11% Did you buy the dip on anything today?
@CarsonTalkMoney $580. I was pretty lucky buying some after earnings.
@TheFinanceRadar $META I can literally sleep well knowing meta will do well no matter what happens in the market
@StokPix Nope and I regretted it. Hope $SPCX can go to sub 100s again
@hitborg $UNH such a good long term hold rn imo I personally line $OSCR more
$UNH just reported very strong earnings ▶️ Medical Cost Ratio: 88.4% (Est. 90.1%) 🟢 ▶️ FY26 EPS guidance raised from $19.86 to $20.50 🟢 Medical cost ratio trending in the right direction. No one knows how extremely bullish this is for $OSCR earnings Send Oscar health to $50
@slava_invests It’s a 10x multibagger bet, I only have it as 1% of my port. I think there are better names to look at
@Alphacoreinvest It’s a long term hold for me, I personally love this company when it was $30. Started buying below $18
@HyperTechInvest $AAOI’s inflection point is weeks away x.com/kginvests_/sta…
$AAOI will be a $500 stock in 2030. It’s giving you another chance to buy sub 100s. It can 5x from here! ▶️ Revenue will scale sharply from $455 million up to $2.6 billion in 2027 ▶️ EPS is expected to increase from $0.68 in 2026 to $4.60 in 2027 2027 PEG is roughly 0.15
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