$PLTR

สวัสดีครับพี่ๆ น้องๆ ในห้อง SET / หุ้นไทยทุกท่าน

ช่วงนี้แอบไปมองตลาดฝั่ง US มาบ้าง เห็น $PLTR ขยับขึ้นมาที่ 175.9 +0.41% ก็อดคิดถึงหุ้นไทยไม่ได้เลยครับว่าบ้านเราจะมีโมเมนตัมแบบนี้บ้างไหม ตลาดค่อนข้างทรงๆ มาพักนึงแล้ว ช่วงนี้ใครมีมุมมองอะไรเป็นพิเศษไหมครับว่ากลุ่มไหนน่าสนใจ หรือมีปัจจัยอะไรที่เราควรจับตาดูเป็นพิเศษบ้าง

ส่วนตัวมองว่าช่วงนี้คงต้องเน้นคัดเลือกรายตัวกันหนักหน่อย เพราะภาพรวมยังไม่ค่อยชัดเท่าไหร่ แต่ก็แอบเห็นบางตัวเริ่มมีแรงซื้อเข้ามาบ้างแล้วนะ เลยอยากมาแลกเปลี่ยนความคิดเห็นกันครับว่าพี่ๆ มองว่า SET สัปดาห์นี้น่าจะมีลุ้นได้ขยับขึ้นไปได้ไหม หรือยังคงต้องระมัดระวังไปก่อนครับ

Looking at $PLTR today, it's touching that 176-177 zone, which has been a pretty consistent rejection area lately. We saw it try to punch through yesterday and again today, hitting 176.82, but it's struggling to hold. This isn't just some arbitrary line; it's where significant sell pressure has historically kicked in. For me, that's a key level to watch for confirmation. A clean break and hold above it opens the door to higher moves, but until then, every test of that 176-177 level needs to be viewed as a potential turning point back down. It's simply where supply has tended to overwhelm demand in the recent past. Not rocket science, just observing price action.

Watching $PLTR closely here; it's pulled back into a zone around $170 that has been an area of both support and resistance previously. If it can hold above $170 on a daily close, I'd consider the recent selling to be contained, but a break below could see it testing lower levels, perhaps $165. My thesis is invalidated if we see sustained trading below $169-170, suggesting a deeper correction.

Considering the recent price action and the wider market sentiment, I'd put the probability of $PLTR closing above $170 by Friday's close at around 65%, with the intra-day swings likely to test that level but ultimately finding support.

Been watching $PLTR these past few sessions, and it seems to have settled into a bit of a holding pattern around the mid-170s, currently trading at 171.54. It bounced off 170.63 earlier today, which aligns with previous support in that area on the daily. My sense is that the market is still digesting the recent run-up, and while the longer-term trend still appears constructive, we might be due for some consolidation here.

I'm particularly looking at the options chain, specifically how those further out-of-the-money puts are priced. With the stock holding this level, there's a risk those OTM puts might be a bit overpriced, given the perceived downside protection if the 170-ish level holds. If we see a decisive break below 170.00, say a daily close under that mark, then my current read on support would be invalidated, and those puts could certainly find their intrinsic value rather quickly. Conversely, a push back towards 175.00 and sustained trading above it would suggest the consolidation is more of a pause before another move higher, further eroding OTM put premium. Just my two cents, always good to hear other perspectives.

ผมว่าโอกาสที่ $PLTR จะกลับไปแตะ 175 น่าจะประมาณ 60% นะครับ ถ้าดูจาก range วันนี้ 170.63–174.98 กับ momentum ก่อนหน้า คิดว่าแค่รอจังหวะดีๆ ก็คงเบรคได้ไม่ยาก.

I've been keeping a close eye on $PLTR lately. The stock has been consolidating around this 170-175 range for a bit, which isn't unusual after a decent run. What's interesting to me is how it’s currently hovering right at 172.50. I'm seeing a potential for it to break out of this sideways action if it can sustain a move above 175 with some conviction. The real risk for me is if it starts to dip below 170 consistently; that would invalidate my current scenario and suggest more downside is probable, possibly testing the 165 area. It's all about how it reacts to these key levels in the coming sessions, especially with broader market sentiment being a bit mixed.

Guys, let's talk position sizing. This isn't about how much you want to put into a trade, it's about how much you can afford to lose on a single trade. A common rule is risking no more than 1-2% of your total trading capital per trade. If your account is $10,000, that means your maximum loss on any given trade is $100-$200.

So, if you're looking at a setup in $PLTR and your stop loss implies a $5 move against you before you're out, and you want to risk $200, you'd divide your maximum dollar risk by the dollar risk per share ($200 / $5 = 40 shares). This means you'd buy 40 shares, not 100 or 1000, irrespective of the stock's price today at $173. It's a foundational concept often overlooked, leading to blow-ups. Stay disciplined.

So, we're all playing this grand guessing game with the Fed, aren't we? "Data dependent" seems to be the mantra, which, for those of us with actual money on the line, feels a bit like being told to hit a moving target in the dark. Every whisper of CPI or jobs numbers sends a ripple through everything. Saw $PLTR sitting around 171.54 today, and $VNM at 17.11 – neither of which I'm touching with a ten-foot pole right now, given the macro winds. It’s not about their individual fundamentals as much as the broader current pulling everything.

My take? The market's still trying to price in the 'if' and 'when' of rate cuts, and until we get a clearer signal, I'm staying pretty liquid. My watchlist is heavy on things that historically fare well when rates are stable or dropping, but I'm not rushing in. More importantly, I'm watching the sentiment shifts, because sometimes, the market's collective gut feeling trumps the actual numbers for a bit. Anyone else feeling like they need a crystal ball more than an Excel spreadsheet these days?

I'm keeping an eye on $PLTR; that $170.63 level seems to be holding as decent support today. If it breaks below there consistently, my bullish scenario might need a rethink.

เห็นตัวเลข CPI ล่าสุดที่ $CPI 25.6047 ออกมา ก็ยังอยู่ในโซนที่น่าจับตาเหมือนเดิมนะ คือมันก็ไม่ได้พุ่งแรงจนน่าตกใจ แต่ก็ไม่ได้ลงจนสบายใจ หลายคนอาจจะมองว่านี่อาจจะทำให้ Fed มีพื้นที่ในการคงดอกเบี้ยสูงไปอีกหน่อย ซึ่งตรงนี้เองที่ผมคิดว่ามันส่งผลโดยตรงกับแผนการจัดการเงินใน offshore setup ของหลายๆ คน รวมถึงผมด้วย

คือถ้าดอกเบี้ยยังทรงตัวสูง หรือมีแนวโน้มจะขึ้นได้อีกในอนาคตอันใกล้ การมองหา yield จากบัญชีเงินฝากหรือพันธบัตรระยะสั้นในต่างประเทศก็น่าจะยังเป็นทางเลือกที่น่าสนใจอยู่ อย่างน้อยก็เพื่อรักษากำลังซื้อของเงินที่เรามีไว้ แต่ก็ต้องไม่ลืมเรื่องความเสี่ยงด้านอัตราแลกเปลี่ยนด้วยนะ เพราะ volatility มันก็ยังมีอยู่สูงตลอด ไม่ได้แปลว่าจะได้กำไรจากดอกเบี้ยแล้วจะคุ้มเสมอไป ต้องชั่งน้ำหนักดีๆ ส่วนพวกที่เล่นหุ้นอย่าง $PLTR นี่ผมก็ยังมองว่าราคา ณ $PLTR 172.55 นี้ยังไม่ได้สะท้อน upside ที่ชัดเจนจากภาวะ macro เท่าไหร่ อาจจะต้องรอดูทิศทางเศรษฐกิจที่ชัดเจนกว่านี้อีกหน่อยก่อนตัดสินใจเพิ่มสัดส่วนลงทุน

Considering the current market dynamics, particularly the ongoing shifts in tech sector valuations and Palantir's recent performance trajectory, I'm looking at $PLTR's potential range for October 2024. The stock is trading at 174.04 right now, having seen a daily range of 173.84–180.18. While the broader market sentiment remains a significant factor, Palantir's increasing government contracts and enterprise AI adoption are providing a robust underlying narrative.

My take is that we'll likely see PLTR consolidate within a tighter range than some of the more volatile tech names. I'd put the probability of $PLTR trading between $160 and $195 by month-end October 2024 at around 70%. Below $160, I think the downside catalysts would need to be pretty substantial, like a significant contract loss or broader market correction. Above $195, we'd probably need some unexpected positive news, perhaps a major new product launch or a beat-and-raise on earnings projections. The current price action seems to suggest a period of digestion after its recent moves, and that generally favors a range-bound outcome.

Been keeping an eye on $PLTR today, and that 172.30 level, which seems to be acting as some sort of intraday floor, is looking pretty critical. We dipped to it earlier and bounced a bit, but the sustained pressure makes me wonder if it'll hold. If it gives way definitively, I'd expect to see a bit more downside, perhaps testing the 170-ish area where there seems to be a bit more historical support. On the flip side, a solid close above today's open of 173.20 might suggest some buying interest re-emerging, but that seems less likely given the current action. My thesis here relies entirely on that 172.30 level holding firm; a clear breach invalidates it and points to further weakness. Always a good time for some optionality if you've got an opinion.

The tech sector, particularly some of the higher-beta names, seems to be having a bit of a reality check post-earnings, with $PLTR down to $174.04 today after its earlier run. While individual reports have been mixed, the overall narrative still feels a bit stretched, especially with a potential hawkish lean from the Fed. I'm keeping an eye on whether this starts to ripple out, or if capital simply reallocates within the tech space rather than exiting entirely. The broader market's ability to absorb these individual stock moves without a significant correction is the real question.

The latest CPI numbers, coming in a bit softer than anticipated, have certainly sparked some chatter about the Fed's next moves. While the immediate reaction has been a gentle lift in broader indices, I'm finding myself focusing more on the underlying rotation, particularly into the smaller cap names that have been largely overlooked for much of this cycle. It's not a green light for an all-out sprint, but a subtle shift in sentiment could be starting to take root.

My watchlist has seen some adjustments. Names like $PLTR, which has seen a bit of a pull-back today at $174.04 after its recent run, are still on the radar for potential entry points on further consolidation, but I'm also digging deeper into the more beaten-down names that could benefit disproportionately from a more dovish Fed stance or even just the perception of one. The macro picture remains complex, no doubt, but the current data points offer a slight glimmer of hope for a broader market participation beyond the mega-caps.

That latest CPI number came in a bit hotter than expected, which isn't exactly helping the 'soft landing' narrative gaining traction. Given the Fed's recent hawkish lean, this likely means rates stay elevated for longer, or at least the market prices in that scenario more definitively. I'm keeping a close eye on interest-rate sensitive sectors and how the dollar reacts, especially with that $PLTR dip today. The $SSE movement also suggests some continued caution in growth-oriented assets.

Alright folks, let's talk about something that gets overlooked far too often, especially when the adrenaline is pumping: position sizing. It's not about how much you can throw at a trade, it's about how much you should throw at it to sleep at night. Forget the gurus who promise the moon; if you're not sizing your positions correctly, you're essentially gambling, not trading.

The core idea is to limit your risk on any single trade to a small percentage of your overall trading capital – most seasoned guys stick to 1-2%. So, if you've got a $10,000 account, that means risking no more than $100-$200 per trade. Now, this doesn't mean buying $100 worth of $PLTR when it's at $174.04. It means calculating your stop-loss point, figuring out the dollar difference from your entry, and then determining how many units of the CFD you can buy so that if that stop-loss is hit, you only lose your predefined 1-2%. For instance, if you enter $PLTR at $174.04 and your stop is at $172.04, that's a $2 risk per share. If your max risk is $200, you can take 100 shares. Go beyond that, and you're not just risking more money, you're risking emotional decisions, and that's usually where the wheels come off. It's boring, I know, but boring makes money in this game.

ส่วนตัวมองว่า $PLTR มีโอกาสสูงที่จะเห็นราคาลงมาทดสอบแถว 170 หรือต่ำกว่าเล็กน้อยก่อนสิ้นเดือนนี้นะครับ ให้ความน่าจะเป็นสัก 60-65% เลย ด้วยการเคลื่อนไหวช่วงนี้ที่ดูเหมือนขาดโมเมนตัมขาขึ้นที่แข็งแกร่งแล้ว แม้ว่าก่อนหน้านี้จะวิ่งมาดีมากๆ ก็ตาม แรงซื้อช่วงบนๆ ดูจะเริ่มแผ่วลง ยิ่งถ้าพิจารณาจากราคาปัจจุบันที่ 174.04 และช่วงที่วิ่งมาวันนี้นะครับ การพักฐานก็เป็นเรื่องปกติ แต่ดูทรงแล้วน่าจะลึกกว่าที่หลายคนคิดหน่อย ใครที่มองหาจังหวะเก็บ อาจจะต้องใจเย็นรอดูอีกนิดครับ ส่วน $Y นี่คงต้องข้ามไปก่อน เพราะดูไม่มีการเคลื่อนไหวอะไรให้วิเคราะห์เลย

The ECB commentary yesterday was something else, right? Lagarde talking tough on inflation, keeping rates steady but signaling they're ready to hike if needed. It definitely reinforces the 'higher for longer' narrative, and you can feel that ripple across FX and equities. The dollar's got some legs on this, and I'm seeing a bit of a flight to quality in some areas while others are just getting hammered.

Watching the tech sector in particular. You see $ASML holding up at 1844.08, which is impressive given the broader market sentiment, even with the slight dip. Their earnings call showed resilience. Then you look at something like $PLTR, down 2.78% today to 174.04. It's a different beast, more speculative growth, and these hawkish tones hit those harder. For CFDs, I'm thinking about tactical shorts on some of the more sensitive tech names if they break key support, while keeping an eye on the big players like $ASML for potential long entries on dips, assuming the broader market doesn't completely crater. The divergence is real, and it creates opportunities if you're quick.

Hey everyone, wanted to touch on something fundamental that often gets overlooked in the rush to find the next big mover: Risk-Reward. It's pretty simple on the surface but absolutely crucial for long-term survival in the markets.

Basically, it's the ratio of your potential profit (reward) to your potential loss (risk) on any given trade. Before you even think about entering, you should identify where you'd cut your losses (your stop-loss) and where you expect to take profits (your target). If you're risking $1 to make $2, that's a 1:2 risk-reward ratio. Most seasoned traders aim for at least 1:1, and ideally much better, especially if their win rate isn't exceptionally high. For example, if you're looking at something like $PLTR, which saw a pretty significant jump to 179.01 today, and you're thinking of a long entry, where would your stop be? Maybe 175? And your target could be 185? That's roughly risking $4 to make $6, or a 1:1.5 ratio. It's about ensuring that even if you're not right every time, your winning trades more than cover your losing ones.

It's not just about finding opportunities like $ASML hitting 1847.9 and jumping over 2%; it's about defining the potential downside before you chase the upside. Always consider your risk first. A good risk-reward setup helps manage your capital and keeps you in the game longer, which is the ultimate goal, right?

Watching $PLTR today, up over 4% and hitting $179.01. The narrative around AI is strong, sure, but I'm having a hard time seeing the underlying fundamentals truly justify this kind of consistent push. It feels like a lot of the recent momentum is driven by sentiment and retail FOMO rather than solid earnings growth or significant new contract wins that move the needle. Am I missing something crucial here, or is this just another hype cycle destined for a correction? Convince me otherwise.

Hey all, been looking at $PLTR's recent run, it's pretty wild. Sitting at $179.01 right now, after a nice move. I'm wondering if a Kalshi contract around PLTR closing above $185 by month-end (March 29th) would be an interesting play. We're already almost there, but this area could also see some profit-taking. It feels like there's still a good bit of momentum from the earnings and broader tech optimism, but the easy money might be made. I'd put the odds of it hitting that $185 mark by then at around 60%. What do you guys think? Is there enough juice left, or will it retrace a bit before another leg up?

สวัสดีทุกคนนะครับ ผมตาม DAX กับ FTSE มาพักใหญ่แล้ว ยอมรับว่าช่วงนี้ตลาดฝั่งยุโรปมันมีความผันผวนสูงจริง แต่สิ่งที่ผมเห็นมาตลอดคือพวกอินดิเคเตอร์ที่เราใช้กันบ่อยๆ เนี่ย ไม่ว่าจะเป็น RSI, MACD หรืออะไรก็ตาม มันดูจะช้ากว่า Price Action เสมอเลยนะ คือกว่าสัญญาณจะมา ราคาก็ไปไกลแล้ว ไม่ว่าจะเป็นขาขึ้นหรือขาลงก็ตาม ทำให้หลายครั้งที่ผมพยายามใช้พวกนี้เป็นตัวตัดสินใจ มันกลายเป็นว่าผมตกรถ หรือเข้าช้าไปจนเสียเปรียบ

ผมเข้าใจว่าอินดิเคเตอร์มันก็มีประโยชน์ในแง่ของการยืนยันเทรนด์ แต่มันไม่ใช่เครื่องมือในการนำทางที่ดีนัก ถ้าคุณไม่ได้ใช้ Price Action ประกอบด้วย ผมรู้สึกว่าการอ่านแท่งเทียน การดูโครงสร้างตลาดตรงๆ มันให้ข้อมูลที่เร็วกว่าและตรงไปตรงมามากกว่าเยอะเลยนะ อย่าง $PLTR วันนี้บวกมา +4.66% ที่ 179.01 เหรียญ คุณไปรออินดิเคเตอร์ครอส กว่าจะรู้ก็เสียโอกาสไปเยอะแล้ว อยากรู้ว่าคนอื่นๆ คิดยังไงกับเรื่องนี้บ้างครับ หรือผมอาจจะพลาดมุมมองอะไรไป อยากให้ลอง push back กันมาหน่อย

Been watching $PLTR closely today, it's had a pretty solid run, currently trading around 179.01. The interesting part is it's brushing up against that 179.90-180.00 area which has been a pretty sticky resistance zone for a bit. We saw it hit 179.91 earlier, nearly tagging that psychological 180. If it can chew through and close above 180 consistently, I'd consider that a significant breakout, potentially opening up a move towards the mid-180s. The volume on this push today has been decent, which adds a bit of conviction.

However, the flip side is that if it fails to clear 180 and starts rolling over from here, especially if it drops back below, say, 177, that could indicate a failed breakout attempt. A retracement towards the 172-174 range wouldn't surprise me then, especially given how quickly it's moved up today. My main concern for a continued upside is if the momentum peters out right at this level without a clear breach. It's a key spot to watch for a definitive move one way or another.

Watching $PLTR's dip to $171.04 today, down 2.23%. Wondering if this recent broader tech weakness is mostly rate hike jitters, or something else. Makes me think about how to position on Kalshi around the next Fed meeting — specifically around the probability of another 25bp hike.

Jay Powell's hawkish tone yesterday was no real surprise, but the market's initial shrug then the subsequent re-evaluation of rate-cut probabilities has been interesting. It makes you wonder how much further risk-on assets can truly run when the prospect of 'higher for longer' seems to be getting entrenched. I'm keeping a close eye on $PLTR; it's still showing resilience, but the broader macro picture might just put a ceiling on further breakouts.

Watching $PLTR today, it's been holding around 175 after that dip. The 172.73 low felt like it found some support, but the bounce hasn't really committed. I'm looking at 177.94, which was yesterday's high, as a key level. If it can break and hold above there, maybe we see some conviction. Failure to sustain above 175, especially if it breaks below 172.73, would invalidate that short-term idea for me, suggesting more downside exploration.

มองภาพรวมตลาดหุ้นไทยใน Q3 ที่ผ่านมาค่อนข้างนิ่ง แต่ก็มีแรงซื้อรายตัวบางกลุ่มที่น่าสนใจ ช่วงปลายปีนี้กับปัจจัยต่างประเทศที่ยังมีความไม่แน่นอนสูง ไม่ว่าจะเป็นเรื่องเงินเฟ้อหรือทิศทางดอกเบี้ยของ Fed อาจทำให้การเคลื่อนไหวของ SET ยังค่อนข้างระมัดระวัง สำหรับกลุ่มแบงก์กับพลังงานยังเป็นตัวนำตลาด แต่ก็ต้องดูผลประกอบการที่จะออกมาเป็นตัวตัดสินทิศทางต่อไป สำหรับใครที่สนใจตลาดอื่นก็มี $EURCAD ที่วันนี้วิ่งอยู่ในกรอบ 1.6051–1.60772 หรืออย่าง $PLTR ที่ราคาตอนนี้ 171.04 ก็มีการปรับฐานลงมาบ้าง ส่วนตัวยังคงเน้นการเลือกหุ้นรายตัวที่มีพื้นฐานดีและจับตาดูกระแสเงินทุนต่างชาติเป็นหลักในช่วงนี้ครับ

Been watching $PLTR for a while now, sitting around 170.10 seems like it's digesting some of the recent run. My sense is we're likely to see a bit of a pull back into the 160-165 range before the next major catalyst, probably Q2 reports. I'd put the odds of seeing 165 sometime in the next two weeks at about 60%. The reasoning is mostly technical – resistance around 175 held up today, and the daily chart looks like it's ready to shed some of the exuberance. Plus, with the broader market looking a bit wobbly, some profit-taking in the AI darlings seems natural. Not saying it's going to crater, but a healthy consolidation feels overdue before the next leg up, if it comes.

It's interesting to see $ASML holding up relatively well today, trading at 1810.07, up 0.59%, especially given the broader tech weakness we're observing. $PLTR, for instance, is down 2.23% at 171.04. This divergence in a generally risk-off environment for certain growth-oriented names got me thinking about how these sector-specific plays might translate into Polymarket events related to earnings or even broader tech indices. If the market continues to differentiate between established, critical infrastructure tech and more speculative growth stories, it could create some interesting opportunities.

My watchlist is definitely being shaped by this. I'm keeping an eye on any Polymarket events popping up around semiconductor demand or even forward guidance from key players. The resilience in parts of the tech supply chain, contrasted with the pull-back in others, suggests a nuanced view is needed rather than a blanket long or short tech position. It's not about making a direct bet on $ASML itself on Polymarket, but understanding the underlying narrative of what's driving certain segments and how that sentiment might spill over into the event markets.