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
Hi FinTwit! I’m Kee Guan (KG), and I just hit $50k USD at 19. My goal is to hit $100k USD at 20. I’m in Singapore and am currently serving my compulsory national service where the pay is only $620 USD/month. I see many of my peers living paycheck to paycheck or just simply wasting their time during breaks, having basically $0 in their savings. However, I thought it would be a good chance to improve myself, find new hobbies and skills and that is when I stumbled into this world of investing. I only started investing in November last year, but I’ve found myself loving it more and more and really want to dedicate a huge part of my life to this. Why I created this account is because I want to share my investing journey, share my financial growth, and help everyone make money in the markets. After a year of engrossing myself in the market, I feel like I’m finally qualified to start sharing my ideas. I was largely inspired by accounts like @TheRonnieVShow ,@wealthmatica , @CarsonTalkMoney , and @WheelieInvestor deep dives and analysis, and I want to make great content just like them. I will be sharing my investment ideas, my portfolio holdings, and doing technical analysis and deep dives in the future. Hope you will all join me on this adventure! - from a fellow early $ZETA $OSCR $NBIS $HIMS bull
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$SPCX earnings are INSANE Don’t get me wrong But how are they going to have a revenue run rate of $500B by the end of 2027? And how are they going to have enough money to finance $500B of capex spent by the end of 2027?
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Everyone talking about the AI popping… How many years do you think we actually have before the AI bubble pops? I think there’s still a good 3-4 years
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$CRWV crashed 50% in the past 6 months Nvdia bought $CRWV at $87 while Burry shorted $CRWV at $90 Was burry right all along or is this a generational buying opportunity?
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Hey @grok I have $1,000 in my bank account What’s THREE stocks that’s MOST likely to 10x in 3 years Only choose from businesses with REAL REVENUE, with a market cap above 5 billion, and no speculation
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Grok says $RKLB $NBIS $VRT I OWN ALL THREE
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$NU is trading at 10x FWD PE after today’s sell off This is actually a joke… Did the company suddenly get WORSE? No. Was Nu doing just fine with Lula? Yes. And even so, $NU is expected to grow both revenue and EPS 30% till 2030. Just look at the revenue chart, NU deserves a higher multiple. From a technical standpoint, it’s trading on its highest volume in a year, so there’s a good chance the bottom is in Yeah I’m starting a position in $NU today. What about you?
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The stock crashed 40% then that’s when everyone gets bearish on $CRWV $NBIS $IREN Yeah right Price can really dictate sentiment and people assume because the stock price went down so it’s automatically a bad investment I think this is the best time to buy Neoclouds right now at max fear What about you?
Replying to @KGInvests_
the big accounts i track were already most bearish on $CRWV last week, and nervous about AI debt overall. the crowd smelled this before the crash
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The battle of $SOFI and $HOOD for the best fintech company continues. Both $SOFI and $HOOD are reporting earnings tomorrow What are your predictions? My predictions are both $SOFI and $HOOD will crush earnings and both be GREEN
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We have the most overvalued company $TSLA pumping while every single undervalued AI company crashing. These are wild times that we live in The market truly is more irrational than we can stay solvent
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KG Invests retweeted
$MELI and $NU are suddenly CRASHING -10% and -20% respectively out of nowhere While the Brazil market CRASHED 20% So exactly what HAPPENED? Lula unexpectedly got re-elected the 4th time in a row when many analysts expected him to lose. Brazil stocks fell as he plans to increase government spending and increase national debt and increase inflation which may affect companies earnings and profits and overall, is a less cooperate friendly environment. However, I think this is an overreaction and is a good time to add or even buy starter positions in these 2 companies. I mean just a simple election can cause the Brazil market to drop 20%, that’s really ridiculous…
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Do you all remember what $SPCX IPO did to the space sector, right? What will antrophic IPO do to the whole AI sector
Anthropic just filed for an IPO and applied to list its Class A shares on Nasdaq under the ticker $ANT.
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My greatest fear is that I will never be good enough. Sometimes I feel like I’m doing alot in real life but it amounts to nothing and the feeling just sucks But I have to remind myself I’m the only person that can help myself and the only thing I can do is just to keep trying again and again. What’s your biggest fear?
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Not related to fintwit at all btw
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I started taking X seriously a week ago and my verified impressions went from 103.9k to 149.2k last week. Here are my goals for next week: Verified followers: 497 to 650 Verified impressions: 149.2k -> 210k Excited it’s my last week in national service, which means I have alot MORE time to post and create more engaging and quality posts.
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KG Invests retweeted
This will be $SOFI after earnings The most disrespected company. Sofi keeps beating earnings and raising guidance I believe this time it will signal the start of a new uptrend.
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$MELI and $NU are suddenly CRASHING -10% and -20% respectively out of nowhere While the Brazil market CRASHED 20% So exactly what HAPPENED? Lula unexpectedly got re-elected the 4th time in a row when many analysts expected him to lose. Brazil stocks fell as he plans to increase government spending and increase national debt and increase inflation which may affect companies earnings and profits and overall, is a less cooperate friendly environment. However, I think this is an overreaction and is a good time to add or even buy starter positions in these 2 companies. I mean just a simple election can cause the Brazil market to drop 20%, that’s really ridiculous…
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Never see so much FUD in my life. Remember that Elon is guiding to 500B in capex by the end of 2027 and most of it is going to compute Can anyone explain how this is not bullish for literally any AI stocks, especially the Neoclouds $IREN $CRWV $NBIS Funny market reaction wow
Replying to @chamath
Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
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Can someone explain to me why $CRWV $IREN $NBIS $AAOI are crashing when these are the best companies to buy right now Super undervalued, growth is insane. Jensen literally said the AI buildout is just getting started and demand for compute will last for a long time. I’m actually getting pissed because I have no more cash to buy I genuinely think all 4 names can 10x in 3-5 years
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Be honest. How much percentage is your portfolio in CASH right now? Mine is around 10%, I have been buying the dips way too much
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No one understands how undervalued the market is Many newcomers are also scared to start investing since the index is still very high. Some people ask macro is bad, so why are the indexes still up? Thats because of EARNINGS. Earnings have risen due to productivity gains in AI and contrary to popular belief, earnings per share is rising faster than stock prices right now. Valuations actually got cheaper while earnings are accelerating and this gap keeps getting wider. This makes $QQQ and $VOO so undervalued right now and is why everyone should be investing right now.
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