KG Invests

20 | Singapore student | Growth and Value investor 📈| $100k by 20🔥 NW: 84k

$sofi $hims $zeta $oscr $nbis $meta bull

Fundamentals always win

[KG Invests @KGInvests_]

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

[KG Invests @KGInvests_]

Every YouTuber, every finance guru are telling you to sell everything $QQQ $SPY
while 90% of my portfolio is in the AI trade.

“Oh no the bond market is imploding”

“Oh no oil is above $100, rates will keep going higher”

“Oh no AI is a bubble”

Do people realise everything is already priced in, do you think everyone doesn’t know how bad the macro has been?

This is a midterm year, supposedly to be the worst performing years. I believe we were supposed to get a bear market this year as seen with the crash of every non-AI company, but $QQQ $SPY is still holding up because earnings for AI-related companies are just simply too good.

There’s so much fear and doomsday posts in the market. People won’t believe it if we rally for another few months, to the point AI is the contrarian trade.

Everyone is waiting for lower, everyone is waiting for a dip, but will it ever come? Let me remind everyone, this is as bad as a macro environment can get in a midterms year and market is still at ATHs.

I just want people to make money at the end of the day, and you shouldn’t just sell everything just because of a few doomsday posts.

Your thoughts or am I missing out on something?

[Crypto Rover @cryptorover]

GLOBAL BOND MARKET CRISIS IS HERE.

🇺🇸 US 10Y yield hits 5.167%, a 19-year high.
🇺🇸 US 30Y yield reached 5.45%, a 22-year high.
🇯🇵 Japan 5Y yield hits 2.40%, a 31-year high.
🇯🇵 Japan 10Y yield hits 3.09%, a 30-year high.
🇩🇪 Germany 10Y yield hits 3.62%, a 17-year high.
🇫🇷 France 10Y yield hits 4.73%, an 18-year high.
🇫🇷 France 30Y yield hits 5.25%, a 24-year high.
🇦🇺 Australia 10Y yield hits 5.44%, a 15-year high.

Historically, whenever global bond yields have surged like this, a recession and stock market crash has happened.

[KG Invests @KGInvests_]

@outliercapx WOWW

[KG Invests @KGInvests_]

@Vertical_Chart @KobeissiLetter Max pain is up so I think we are going up hahha, I have been saying it since last week from my posts

[KG Invests @KGInvests_]

@haydeninvestsX Heard rumors from @TheRonnieVShow that a Nvdia partnership may be coming up 🤑

[KG Invests @KGInvests_]

Honestly at these prices,

Why do people buy $HOOD when you can buy $SOFI?

Why do people buy $UNH when you can buy $OSCR?

Why do people buy $IREN when you can buy $NBIS?

Why do people buy $CRM when you can buy $ZETA?

Why do people buy $GOOGL when you can buy $META?

I don’t get why people choose the other option when there’s a superior company that you can buy at a better price.

[KG Invests @KGInvests_]

@Barchart Really a stock pickers’ market

[KG Invests @KGInvests_]

@vanazadian Let’s go bro, almost there!

[KG Invests @KGInvests_]

@haydeninvestsX I can’t wait for the investors conference next month, they said they are gonna announce some partnerships

[KG Invests @KGInvests_]

@asklivermore Mine is to avoiding stocks that look cheap like $NKE $NVO $ADBE

A stock that falls down 50% doesn’t mean it’s cheap. It’s important to consider the moat or how the business has deteriorated or not

[KG Invests @KGInvests_]

@CarsonTalkMoney That’s what I’m saying

$AVGO didn’t even make its run this year even though the whole connectivity and optics thesis got stronger.

Lots of upside here

[KG Invests @KGInvests_]

@TheRonnieVShow Hey Ronnie, would you rather buy $APP or $RDDT at these prices, or should I hold both

[KG Invests @KGInvests_]

@jbfinancebull $AMKR is the next one :)

Same industry, and going to ramp up earnings soon

[KG Invests @KGInvests_]

@StephanInvests I recently made $AVGO my 2nd biggest position. Cheapest big tech stock rn

[KG Invests @KGInvests_]

@jbfinancebull I have a huge position on $AVGO

[KG Invests @KGInvests_]

@Kush__Patil Macro looks very scary

[KG Invests @KGInvests_]

@ollie49549655 For sure.

[KG Invests @KGInvests_]

This whole time I thought $APP was losing market share or slowing down but it was just narratives being noisy.

This just makes my $APP thesis stronger.

Really excited to see its next earnings especially when management said axon 2.0 will drive even more growth

[Wealthmatica @wealthmatica]

Tenjin: Mobile Gaming Benchmark 2026...

"AppLovin strengthened its lead on iOS in Q2, increasing from 39% to 44% of ad revenue share."

Here are the rev-share stats from Q1 to Q2:

$U - Unity:

- iOS: 13% → 14%
- Android: 12% → 12%

$APP - AppLovin:

- iOS: 39% → 44%
- Android: 19% → 23%

Mintegral:

- iOS: 21% → 16%
- Android: 17% → 12%

I'm not convinced this narrative that Unity is taking market-share from AppLovin is valid.

More market-share = More data = better models.

$APP $U

[KG Invests @KGInvests_]

@GLBinvestor Great catch! Honestly I don’t understand macro, I only look at earnings go brrrr

[KG Invests @KGInvests_]

@jbfinancebull Told my friends to buy $META last month but they bought $GOOG at $350s instead 🤦‍♂️

[KG Invests @KGInvests_]

@goodserdboy @CarsonTalkMoney 🤓🤓