pangngk personal page

pangngk

No personal profile

7Follow

70Followers

0Topic

0Badge

pangngk

10:15

$Tiger Brokers(TIGR)$ Simply a retest of the previous resistance zone which has flipped to support over the last 3 weeks. Another China name that looks ready to go. A hammer showed up, expect the next 7 day to see big movement! I have HIGH CONFIDENCE that TIGR will go at least $18, to as high as $26 with the next move. Thought we were done?

pangngk

10-31

$Microsoft(MSFT)$ The real danger is to AI hardware stocks. The huge capex jump by hyperscalers on the back of pandemic revenue has been extrapolated into the future - AI hardware stock valuations assume capex spikes year after year.Since hyperscaler revenue is finite, this is impossible. 70% capex growth is impossible according to the arithmetic taught in third grade when revenue is growing around 10%. Capex/revenue is already at a record.The big party is in the AI hardware food chain. Hyperscalers fund the party, but have run out of money.

pangngk

10-30

$SoFi Technologies Inc.(SOFI)$ For some reason this stock always dips right after earnings a little bit. I think it's people betting up the stock and then trying to get out quickly. But this stock will then continue to go up further. I don't understand how a stock with record earnings and raise guidance could pull backwards. This stock has a long Runway to keep going higher.

pangngk

10-30

$Taiwan Semiconductor Manufacturing(TSM)$ TSM is the ONLY company able to make 3nn transistors at scale. They are going to be making 2nn transistors before anyone else can do 3. The smaller the transistor the more that can be crammed into a chip -- it is this reduction in size that has driven the power of the latest gpu's which in turn have enabled the training of the huge neural networks that power AI. TSM is capacity constrained -- if they had double the capacity it still wouldn't be enough -- and no one else can fill the gap. TSM's tech lead is safe for years to come. And their overall strength is without any peer remotely seen in the rearview mirror.

pangngk

10-30

$MicroStrategy(MSTR)$ Most people are already familiar with MicroStrategy. For those that aren't, there are two segments to consider. The legacy of the business is software. MicroStrategy got started in 1989 as a business intelligence software provider. The company went public in 1998 and largely matched the stereotype of the dot com boom. Shares rocketed from $7 in 1999 to in excess of $300, at the peak in 2000. It all came crashing down when the dot com bubble burst and MicroStrategy came under investigation by the SEC. While the stock price never recovered, the core software business continued to chug along, showing annual revenue growth from 2003 forward.

pangngk

10-29

$Advanced Micro Devices(AMD)$ There are three reasons I'm buying and holding AMD stocks:1) Dr. Lisa Su is an extremely intelligent engineer and leader who understands where AMD should go.2) The insane AI hype is still going on and will not stop anytime soon.3) There are just too many people underestimate AMD's potentials. That tells me the stock price is still under valued, not over valued.

pangngk

10-25

$Palantir Technologies Inc.(PLTR)$ A buy/write is the same thing in essence as the covered call which is what I suggested. I don't usually do buy/writes since I want to buy the underlying on any sort of dip, then sell the calls on any sort of bump. A buy/write executes both sides based on what the underlying is selling for at the time of that trade. For example, if you buy the underlying when its trading at $42, then wait a day or so to sell the calls in a rising bump in the stock price, you'll get more premium. This can make a significant difference depending on whether the stock moves in your direction. I have done this three times on $Oklo Inc.(OKL

pangngk

10-24

Palantir is a stock to never sell

$Palantir Technologies Inc.(PLTR)$ Palantir is a stock to never sell. Just keep a core position and trade around it. **Ontology** that is what no other AI can do and it’s why the market is right about Palantir.The business model is beautiful too. The product is so unique and valuable to large enterprises that Palantir can charge big bucks for each contract. They don’t need many new contracts each quarter to keep ramping up earnings at surprising levels. Within a few years all enterprises will have a Palantir subscription just to survive in their industry. Do the math and you’ll want to buy more shares today.

Palantir is a stock to never sell

pangngk

10-23

$Taiwan Semiconductor Manufacturing(TSM)$ When it comes to the speed of stock price hikes, I think we should keep our expectations in check. But given TSMC's solid 25-year track record of high growth and its promising outlook for 2026, assuming no unexpected setbacks, plus the fact that it's currently undervalued, I really find TSMC quite appealing. I mean, it's not just a buy-and-forget stock; it's one I'd happily hold onto for a good chunk of time, patiently waiting for it to shine even brighter.

pangngk

10-23

$Meta Platforms, Inc.(META)$ Meta should never be underestimated.Analysts were predicting 13% earnings growth forward, after TTM revenue growth of 22%. We all saw how much better their ad getting got via AI in the last year. A 13% earnings growth entails under 13% revenue growth. Totally underestimated.Not to mention that meta has the most GPUs, multiples of the next player. GPUs = compute = data = gold.

pangngk

10-22

$Alibaba(BABA)$ I don’t believe Alibaba is going to collapse, and I also don’t think $PDD Holdings Inc(PDD)$ or TikTok will completely disrupt its e-commerce dominance. Each of these platforms has its own niche, and they can coexist.Sure, PDD and TikTok are gaining traction and attracting users, but Alibaba has a strong brand, extensive logistics, and a massive customer base. They all have their own unique offerings, which means there’s enough space in the market for everyone to have their share.Competition can be healthy; it drives improvement and innovation. I see it more as a way for Alibaba to evolve and adapt rather than facing an existential threat.

pangngk

10-21

$ASML Holding NV(ASML)$ The short-term challenges, such as a slowdown in the chip market and China's export restrictions, are concerning but seem to be well understood and largely factored into the current stock price. The long-term demand for more complex semiconductors, driven by trends like AI, 5G, and autonomous vehicles, means chipmakers will continue to invest in ASML’s technology. The company's pricing power and high margins provide some insulation from economic downturns compared to other semiconductor-related companies that are more consumer-dependent.

pangngk

10-18

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC is the undisputed leader in global chip manufacturing, and honestly, it’s like a barometer for the entire semiconductor industry. Whenever TSMC reports earnings, you can get a clear sense of where the industry is headed. And from what I’m seeing in their latest results, the recovery in the semiconductor sector is on track and lining up with expectations. That’s pretty encouraging. If TSMC is doing well, it usually signals good things for the rest of the industry. It’s a reassuring sign that we’re moving in the right direction, and I wouldn’t be surprised if we start seeing more growth across the sector soon.

pangngk

10-18

$NVIDIA Corp(NVDA)$ NVDA made a new high and will continue going up as they ramp up to meet insane demand. I thought $Advanced Micro Devices(AMD)$ had 4% market share in 23 but only 3% LMAO. AMD next gen MI350 is competitive with hopper but with the arrival of Blackwell the 350 DOA. Cuda is the moat. Nvidia's Moat is one of the best in the whole stock market.

pangngk

10-17

$Meta Platforms, Inc.(META)$ For people looking to initiate a position you would advise them to wait until 2026? If that is the thought process why on earth would a current holder want to hold right now. Any stock I am holding right now I expect to be higher 2 years from now or I would sell and buy something else. If I only have 20 stocks in my portfolio I'm sure I could find 20 that I would believe will be higher a few years from now.

pangngk

10-17

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Google was punished too severely last Q earnings because they could not clearly answer how their high capex, due to them building a chips arsenal, translated to higher ROI. If they could justify their high capex this earnings calland lay out some path to profitability, then the stock will rise substantially like $Microsoft(MSFT)$ and $Meta Platforms, Inc.(META)$ . The lawsuits also don’t help but Google isn’t a stranger when it comes to lawsuits so I’m not too worried. Completely agree that Google is now being overlooked in favor of other Mag6

pangngk

10-16

Apple’s Valuation is Justified by Its Innovation and Market Position

$Apple(AAPL)$ Apple’s Valuation is Justified by Its Innovation and Market Position:• Apple’s stock isn't priced for unrealistic growth, this underestimates Apple’s ability to innovate and leverage its ecosystem for sustained revenue growth. While the AI potential may not be as front-and-center as other tech companies, Apple’s ecosystem is incredibly powerful in retaining customers and driving incremental revenue growth through products and services.• Innovation in AI and Beyond: Apple is often critiqued for a lack of “groundbreaking” innovation, but it has consistently shown its ability to refine and perfect technologies (e.g., with the iPhone, Mac, and Apple Watch). Just because Apple’s AI strategy might seem slower comp

Apple’s Valuation is Justified by Its Innovation and Market Position

pangngk

10-15

$TENCENT(00700)$ Trading stocks can actually be pretty straightforward. In a bear market, when valuations are low, it’s the perfect time to pick up shares in solid companies. You don’t have to time the exact bottom—just buy in batches and hold for the long term. As long as the company keeps growing and generating profits, like Tencent, you’re setting yourself up for success.And if a bull market comes along? Well, that’s when the magic happens! Valuations can skyrocket, and suddenly, your investment could multiply several times over in a short period. That’s the moment you cash in. It’s a simple, patient approach, but it works!

pangngk

10-15

$NVIDIA Corp(NVDA)$ I held the june blip, sold the july "correction" and bought the dip ~100; stopped out late august, early september, bought back in at a bit over 100. I try to be buy/hold, but I stop out losses and buy dips like a trader. If it drops again I will sell and wait to get back in like a swing trader; I mainly succeed by that philosophy, but 1/2 my stock/ETF assets are buy/hold. That said, NVDA has turned into, for me, a swing trade. I will probably buy even more tomorrow, unless something else looks better.

pangngk

10-14

$Top Wealth Group Holding Limited(TWG)$ I’ve been keeping an eye on Top Wealth Group, and honestly, their stock price surge is pretty exciting! It really feels like the market is buzzing with optimism about the company’s future earnings and growth potential. You can sense the vibe—investors are clearly believing in what the company is bringing to the table. I mean, with all the developments and strategies they're rolling out, it's hard not to get caught up in the excitement. It’s like the company is on the brink of something big, and people want to be part of that journey. I think this positive response reflects not just numbers, but a genuine belief in the brand and its vision.It’s refreshing to see a company igniting thi

Go to Tiger App to see more news