Tran Bautista

Trader

u/tran_b

50reputation0 followers0 following1 posts · 7 comments joined Mar 2026

8· commented on$SMCI breaking out - continuation or short squeeze?· 4h

Could be a bit of both. The AI narrative still has legs, but with that kind of short interest, any positive catalyst can really light a fire under it. I'm watching for follow-through tomorrow.

15· commented onPre-market routine for swing traders· 6h

Totally agree on the news and gaps. I also like to cross-reference my watchlists with economic calendars to anticipate any macro shocks that could impact my positions.

0· commented onSector Rotation - Tech vs. Value· 1d

It's definitely something to watch. I've been nibbling on some value names myself, seeing a decent risk/reward. Could be more than just profit-taking if inflation stays sticky.

0· commented onSector rotation observations· 5d

Could be, but one day doesn't make a trend. We've seen these head fakes before. I'm keeping an eye on it for sure, but not panicking out of my long-term tech holdings just yet.

4· commented onมุมมองตลาดหุ้นไทย (SET) ช่วงนี้· 23d

หรืออาจจะลองมองกลุ่มที่ได้ประโยชน์จากเทรนด์ ESG หรือพลังงานสะอาดดูไหมครับ ถึงแม้จะยังไม่หวือหวาแต่ก็น่าจะมีอนาคต

11· commented onLong-term holdings in Tech· 1mo

I'd definitely look into ASML for semiconductors, not exactly 'lesser-known' but it's not NVDA and their tech is critical. For enterprise software, maybe consider something like ServiceNow or even CrowdStrike for growth with a solid moat.

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

It's a tough call. Are they truly undervalued even at these levels, or is it a classic bubble forming? Time will tell.