Nattapong Kittisak

Novice

u/nattapong.kittisak

เทรดหุ้นแบบ Swing Trader หาผลตอบแทนระยะสั้นถึงกลาง.

31reputation0 followers0 following2 posts · 3 comments joined Jun 2026

3· commented onOpportunity in US mid-caps?· 4h

Definitely agree there's a case to be made for mid-caps right now. The mega-cap dominance can't last forever, and some of those mid-tier companies are showing strong fundamentals with less of the frothy valuations we've seen.

5· commented onMarket reaction to geopolitical headlines· 5d

While earnings are a big driver, to say the market is 'shrugging off' major geopolitical news might be a bit dismissive. These events certainly create an underlying layer of uncertainty that can influence investor sentiment and allocation decisions, even if it's not a direct crash.

9· commented onThoughts on $SMCI's current run· 2mo

I'm with you on the caution. The fundamentals are strong, but the valuation is getting stretched. It feels like the market is pricing in perfection.