Pinned Tweet
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
Name a stock that you will never buy no matter how cheap it gets
Mine would be $PYPL
What’s yours?
$NFLX just hit new 52 weeks LOW today
At 16x earnings, the market is repricing its growth to a stable free cash flow machine
When would you guys start buying Netflix?
After $CLS stellar earnings, I realise celestica might be the most UNDERRATED AI company.
Celestica is a design, engineering, and manufacturing partner that specialises in BUILDING NETWORKS in AI data centres.
But what CAUGHT my eye is the growth for next year.
FY27 revenue was guided up to $40B (from $21B in FY26)
And EPS was guided up to 21.50 (from $11.55 in FY26)
That’s about a 90% YoY GROWTH for both EPS and revenue.
Thats just INSANE especially when the company is trading at its LOWEST valuation this year at FWD PE 15 right now.
They are also $META’s top customer and meta is only spending more and more on CAPEX too.
So what’s stopping you from buying celestica?
The AI CRASH has given us GENERATIONAL buying opportunities for high quality AI stocks.
I believe these 4 AI sectors will have the MOST UPSIDE in the new few years, yes even more upside than memory stocks.
1. AI networking & connectivity
(Demand and earnings expected to 3x by the end of 2028 due to inference)
$AVGO - $MRVL - $CRDO
2. Power & Cooling
(Sustainable demand and strong technological moat)
$VST - $VRT - $FPS
3. Neocloud & Compute
(Compute is the most important commodity in the AI buildout)
$NBIS - $CRWV - $IREN
4. Photonics
(Hyper growth demand cycle in the next 2-3 years for optics)
$LITE - $COHR - $AAOI - $AXTI
Which AI sector are you the most bullish on and which AI companies are you buying?
Can anyone EXPLAIN to me why every single growth and AI stocks are RIPPING today?
Did the IRAN WAR END for the 102th time?
I don’t need the explanation, I’m just praying that
It’s not a dead cat bounce
It’s not a dead cat bounce
Please be the Hail Mary bottom
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?
$SOFI is currently +12% higher after earnings today
Let me remind you that Anthony Noto is the most UNDERRATED CEO of all times.
Sofi is still continuously CRUSHING earnings and raising guidance despite rate hikes.
And now, they have enough cash balance and organic growth such that they don’t have to rely on dilution anymore
Every other fintech company can’t even do this.
I think the best thing about this is because of the new upgraded guidance of 0.90 EPS in 2027, $SOFI is even cheaper now at 16x FWD PE
This is CRAZY CHEAP for a top tier tech company with top tier management, growing earnings 30% CAGR YoY
I got a FEELING that $SOFI will go to the MOON after earnings.
Thoughts guys?
Can someone EXPLAIN to me why is $INOD Innodata down 20%
I own some INNODATE and they are down because it cut 20% of its workforce in India.
Why is that bad for the business if they are trying to get rid of the less important part of the business?
I’m confused
Might be adding here
$SOFI just says there will be no more dilution which was what the bears were always FOCUSED on.
Are there any more bear thesis left for $SOFI?
Replying to @SoFi
We are now at the point of financial scale (revenue and profit) where our current capital position, in addition to our organic capital generation, is sufficient to fund our business and our planned growth in 2027.
Our guidance does not require raising additional capital and we are confident we can execute that plan organically given the balance sheet we have built, the capital we will generate organically from the business and the position we are in today.
I got a FEELING that $SOFI will go to the MOON after earnings.
Thoughts guys?
$SOFI literally crushed their earnings
xitter.cf/kginvests_/status/2115…
$SOFI just CRUSHED Earnings AGAIN
And it blew even my expectations
SOFI Q3’26 EARNINGS HIGHLIGHTS
▶️ Revenue: $1.37B (Est. ~$1.26B) ✅; +44% YoY
▶️ Adj. EPS: $0.18 (Est. ~$0.17) ✅; +64% YoY
Guidance was also raised:
▶️ FY26 Adj. Revenue: ~$5.04B (Est. ~$4.87B) ✅
▶️ FY26 Adj. EPS: **~$0.61** (Est. ~$0.59) ✅
They also gave initial FY27 Guide:
▶️ Adj. Revenue: ~$6.4B (Est. ~$6B) ✅
▶️ Adj. EPS: **~$0.90** (Est. ~$0.82) ✅
As a shareholder, I believe $SOFI is only just getting started, and they even raise guidance again, factoring in rate hikes
Management is wonderful
Company is wonderful
There has never been a brighter future for sofi
What’s ur thoughts?
$SOFI just CRUSHED Earnings AGAIN
And it blew even my expectations
SOFI Q3’26 EARNINGS HIGHLIGHTS
▶️ Revenue: $1.37B (Est. ~$1.26B) ✅; +44% YoY
▶️ Adj. EPS: $0.18 (Est. ~$0.17) ✅; +64% YoY
Guidance was also raised:
▶️ FY26 Adj. Revenue: ~$5.04B (Est. ~$4.87B) ✅
▶️ FY26 Adj. EPS: **~$0.61** (Est. ~$0.59) ✅
They also gave initial FY27 Guide:
▶️ Adj. Revenue: ~$6.4B (Est. ~$6B) ✅
▶️ Adj. EPS: **~$0.90** (Est. ~$0.82) ✅
As a shareholder, I believe $SOFI is only just getting started, and they even raise guidance again, factoring in rate hikes
Management is wonderful
Company is wonderful
There has never been a brighter future for sofi
What’s ur thoughts?
$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?
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
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



















