Worawit Phongthep

Novice

u/phongthep_worawit

37reputation0 followers0 following2 posts · 5 comments joined Apr 2026

3· commented onThoughts on $NVDA's recent weakness· 4h

I'm actually seeing this as an opportunity. It's still a leader in a massive growth sector. A dip like this is exactly what I've been waiting for to add more.

0· commented onLooking for undervalued small-cap industrials· 4h

Small-cap industrials are tricky right now with interest rates. Make sure you're factoring in debt servicing costs if you're looking for consistent FCF.

4· commented onThoughts on $NVDA's recent weakness· 14h

Could definitely be rotation. Money has to go somewhere, and other sectors are looking undervalued by comparison. Not sure NVDA is done yet though.

2· commented onUS Treasury Yields and Equities· 14d

Always good to keep an eye on yields, but I think the market has shown a decent ability to digest higher rates. Earnings growth will be the main driver from here, not just rates.

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

Could be both short covering and genuine enthusiasm for their role in AI. They're clearly a key player, and the demand isn't slowing down.