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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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KG Invests retweeted
I have lost so much money during this crash to the point I don’t care anymore Just send everything to 0. Apparently fundamentals don’t matter in the market anymore Tech companies are at decade low valuations. Growth companies in the biggest CRASH since 2008. This market crazy
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KG Invests retweeted
Reading this as a $RDDT shareholder pisses me off It validates the WORST case scenario for Reddit Do people realise how insane their earnings beat was in Q1 and Q2? Now it barely beats and guidance was LOWERED. I’m sorry but it’s clear the GROWTH is GONE. And their solution is to force everyone log in before being able to use Reddit Like WTF? I know most people just use Reddit to get different opinions on different views Now people have to log in to view it I think I have never been more wrong on a company
Reddit $RDDT CEO: “Google is crawling us as hard as ever.” “The reality is the AI mode does not drive traffic. Not for us and not to anybody as far as I know.” “It used to be a traffic driver. Now it's not.” “People still want Reddit. It's just Google is not sending them to Reddit the way they used to.” CEO Huffman says Reddit isn’t counting on Google’s traffic returning: “We don't control Google. We only control Reddit.” “Google is teaching people that if you want to come to Reddit, you need to come to Reddit.”
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KG Invests retweeted
It’s SO HARD to be a long term investor this year $META $GOOGL and $NOW round tripped all its gains AI stocks just dumping 10% everyday Literally everyday I see a company falling 20% for no reason Good solid compounders like $UBER just slowly declining everyday Cheap stocks are GETTING even CHEAPER Man, they told me to buy and hold but I would be better just trading
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KG Invests retweeted
POV: waking up to see EVERYTHING is DOWN 5-10% I slept with everything PUMPING. Then I wake up with everything DUMPING. Market dumping when EARNINGS are at an all time high This does NOT make sense
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KG Invests retweeted
Is $SOFI the better company than $HOOD? With higher rate environments, $SOFI crushed their earnings and even raised guidance while $HOOD missed their earnings even when members growth are strong Meanwhile, $SOFI is trading at 16x FWD PE $HOOD is trading at 33x FWD PE And they are both expected to grow revenue and EPS around 30-40% next quarter yet $SOFI is showing signs of acceleration while $HOOD growth might not be as strong. I’m sorry, but $SOFI is a much better company and a much better buy right now on every single metric.
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KG Invests retweeted
Do you think the bottom is in for AI stocks or is this just a dead cat bounce? Midterms are going to be over but the Iran war is still going on
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KG Invests retweeted
Just a reminder that $SOFI is a $60 stock trading at $16 $SOFI just proves it can THRIVE in any environments What’s your $SOFI 2030 price targets?
$SOFI will be a $60 stock in 2030. That’s a 400% increase from today’s price! Base assumptions: ▶️ EPS growth 35% annually over the next 5 years (projected by management) ▶️ PE remains at 40 Management has a track record of over delivering so they will probably crush estimates and therefore the EPS growth is very conservative. How can anyone still not be buying?
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KG Invests retweeted
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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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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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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KG Invests retweeted
The Big 3 Neoclouds have sold off tremendously and all 3 offers significant upside. Jensen Huang said demand for AI compute is only starting so would you rather buy $NBIS - nebius, least debt neocloud and strong execution team $CRWV - Coreweave, most debt, but has the most backlog and backed the most by Nvdia $IREN - most land and power, and revenue ramp up is starting Which neocloud are you the most bullish on and why?
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KG Invests retweeted
I’m convinced there is some kind of forced selling among AI stocks and sentiment is at an all time low. $META reported a beat and raise -> stock dumped 10% $NOK reported a double beat and strong growth in their optical sector -> stock dumped 15% $BE had CRAZY earnings -> stock dumped 12% $WDC with a double beat and raise -> stock dumps Even with good earnings, they get sold off. And expectations were low. Most AI stocks already crashed 30-40% heading into earnings yet while $SPOT misses earnings -> stock pumped 10% Market is completely ANTI-AI right now To me, the market reaction makes no sense and it’s an opportunity to buy more AI stocks before the next leg higher. What’s ur takes?
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KG Invests retweeted
After many tech crashes this year, Tech stocks are at their cheapest level they have ever been in the middle of the AI buildout. Yes they are cheaper than they were in the tariff flash crash. Tech was trading at insane valuations during the dotcom era. And people are saying we are in an AI bubble when tech is the most undervalued sector. Really funny, how sometimes sentiment and price action makes people think irrational things.
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KG Invests retweeted
POV: Everyone waking up to see their AI stocks dumping another 5-10% I literally woke up from my nap and decide to not open my broker for the rest of the day Market dumping for absolutely no reason again
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KG Invests retweeted
I'm bearish on the biggest neocloud in the sector but bullish on $NBIS. Check out my 3 min article on the implications $CRWV's debt crisis has on the neocloud sector and why $NBIS is best positioned to navigate it.
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KG Invests retweeted
I was really wrong about $SPCX just look at the $SPCX Q3’26 EARNINGS HIGHLIGHTS ▶️ Revenue: $14.58B (Est. $12.87B) ✅; +161% YoY ▶️ EPS: $0.35; vs -$0.36 ✅ ▶️ Operating Income: $2.79B (Est. $2.24B) ✅ ▶️ SI (spaceX’s AI department): $7.56B; +830% YoY ✅ Guidance is even CRAZIER: ▶️ Q1 2027 Revenue: $33B–$37B (vs prior ~$22.2B Est.) ✅ ▶️ Q4 2026 Capex: $35B–$40B I did not expect SpaceX to beat earnings by this much, I’m really very impressed and I wish I had a position in SpaceX. Would you buy it now?
$SPCX earnings on Tuesday $TSLA earnings on Wednesday Both companies owned by Elon musk Both trading at ridiculous valuations. Do you think $SPCX or $TSLA will go up or down after earnings My prediction: Both will miss earnings and go down
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KG Invests retweeted
I think for young people like me, we are obsessed to get rich, and therefore also aim for the highest returns. Thus, we full port AI and growth stocks and hoping it will be a multibagger in the future. Yes, I’m a victim of this too. But sometimes we just overlook the cons or bear thesis of businesses and just focus on the revenue growth. I also tend to realise we usually have no risk management at all and are prone to go all in. Sometimes, we have to sit back and not underestimate the compounding of solid businesses such as $KO $BRK.A $VOO or the mag7s where you know they will go up in the long term. If we are wrong about a company or there is a bear market, we might face severe losses from growth stocks where all the steady compounders will still compound.
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KG Invests retweeted
People have been asking me what’s the best Mag 7 to buy. Here are my rankings 1. $META (my largest position) 2. $AMZN (my 3rd largest position) 3. $NVDA 4. $GOOG 5. $MSFT 6. $TSLA 7. $AAPL Would you agree with the list? What would you change?
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KG Invests retweeted
Unpopular opinion: Anthony Noto is a top tier CEO $SOFI is the only fintech name to always beat earnings and even raise guidance taking into account rate hikes. It’s also the fastest growing fintech and really popular among GenZ. I don’t know why there are so many people saying Anthony Noto is a shit CEO? Is it really just because of the stock price? Management is literally doing everything right. What else can $SOFI do?
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KG Invests retweeted
Everyone is shitting bricks in their pants last week. We had major tech drawbacks in $QQQ Growth stocks destroyed. Fear is at an all time high But we are literally sitting at the bottom for the seasonality of mid years? Does the bull rally of 2026 finally start now while everyone else is completely sidelined?
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