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change in direction✨

คิดว่าผมชอบ $AEHR มากขนาดไหน? ดูจากไม้ที่ผมซื้อ ต้นทุนสูงพอสมควรนะครับ แต่อย่างที่ผมบอกว่า ถ้าผมชอบจริงๆ ผมอัดไม่สนราคาเลย อัดหมด เพราะวางแผนถือยาว 5-10 ปีเลย (2 เดือนหลังอัดหนักจัดๆ) ผมอัดมาตลอดตั้งแต่เมษา และยังจะอัดเรื่อยๆ ตอนนี้ทุน $82 ซึ่งยังขาดทุน แต่ผมไม่เครียดเลย มองพื้นฐานบริษัทเป็นหลัก ผมลงทุนกับ “บริษัท” ไม่ได้ลงทุนกับ “ราคาหุ้น” กลยุทธ์ตอนนี้คือเข้าตามแนวรับ ทำตามแผนไปเรื่อยๆ ซึ่งไม่ได้รีบอะไร เอาจังหวะแนวรับจริงๆ ไม่รีบซื้อ ไม่ FOMO ไม่ Panic มีแผนก็ทำตามแผนครับ!

ครบรอบ 2 เดือนพอดิบพอดีที่ผมพูดถึง $TSEM ตอนนี้จากวันนั้นที่ผมพูดขึ้นมา จาก $125 -> $264 (112%) 🔥🤭 -> แล้วที่วันนี้บวก 19% เพราะ ไตรมาส Q1 2026 ออกมาดีเกินคาด รายได้ $414m (+15% YoY) -> ยังไม่พอยังไปประกาศเซ็นสัญญาลูกค้ารายใหญ่ Silicon Photonics มูลค่า $1.3b อีก (รายได้ปี 2027) แล้วยังได้เงินมัดจำลูกค้า $290m แล้วด้วย -> Guidance Q2 = รายได้ rekord $455m (+22% YoY) Silicon Photonics เป็นเทคหลักสำหรับ AI Data Center + Radar Defense มันเลยทำให้ตลาดเข้าซื้อกันยับๆ

Bro i thought Vibecoding was just a meme, you guys were actually serious?

อยากรู้เคล็ดลับนางฟ้าของจริงมาก ชีกางมาได้มั้ยทำโปรแกรมอะไร จะเก็บเงินไปทำตาม

Having parents who are financially able to take care of themselves is such an underrated blessing as an adult child.

Archimedes second stage engine full duration burn - complete ✅ (and what a thing of beauty). The AVac (Archimedes Vacuum) engine produces 1.2x lbf of its Stage 1 variant and stands ~2.5m taller thanks to its extended nozzle optimized for the vacuum conditions of space. Recent AVac testing included a stub skirt for the nozzle. Since full length vacuum nozzles at ground level risk flow separation and instability, stub skirts are used to anchor our engineers' analysis for how the engine will perform with the full nozzle in vacuum conditions - all critical preparation for Neutron's first flight.

ตอนนี้ Fear and Greed Index ลงมาที่ 23 แล้ว และที่หุ้นลงกันทั้งตลาด มันเป็นเพราะ sentiment ของตลาดล้วนๆ เลย ทุกคน take profit กัน หุ้นหลายๆ ตัวในตลาดแบกความหวังเต็มกระเป๋า มันไม่ได้ลงกันเพราะบริษัทต่างๆ มันไม่ดีนะครับ เพราะงั้นอย่า panic ทำใจดีๆ ท่องไว้ว่าหุ้นเราไม่ได้แย่ แค่ตลาดมันพาลง และถ้าใครมีแผน Rebalance มันควรจะทำตั้งแต่ก่อน $SPCX IPO แล้วนะ มาทำตอนนี้เจ็บเยอะนะ และสำหรับใครที่คิดว่าอยากเก็บหุ้นแล้วมันลงมาเยอะ ลองดูภาพว้างๆ มันลงมายังไม่เยอะเลยน้า ถ้าจะเข้าแบ่งไม้เข้านะครับ 4 ไม้ก็ได้ ค่อยๆ สอยเข้า มันจะช่วยเซฟความเสียหายได้ และถัวค่าเฉลี่ยลงได้ด้วย และที่สำคัญ "อยู่ในตลาดให้ได้นานที่สุด หุ้นดีๆ มีเต็มมือ ถ้าปล่อยหลุดมือไปแล้ว อาจจะไม่มีโอกาสได้เก็บมันอีกเลย..." ผมไม่ได้มาเพื่อเติมกาว แต่มาเพื่อเตือนเพื่อนๆ นักลงทุนว่าอย่า panic ให้ดูภาพกว้างๆ ดูพื้นฐานหุ้นที่ถือเป็นหลัก ไม่ใช่ดูแค่ราคา...

How to Handle Speculative Stocks Speculative stocks can go up 100%, 200%, or even more in a short time. But they can also fall 50%, 70%, or 90% when the story cools down, the hype fades, or the market turns against risky assets. That means the upside can be huge. But the downside can be just as brutal. That is what makes them interesting. But it is also what makes them risky. You usually find them in hot sectors like AI, quantum computing, biotech, crypto, space, robotics, drones, nuclear, defense tech, new energy, or any sector getting sudden attention. Sometimes they are driven by actual fundamentals. But often they just move because of news, hype, momentum, short squeezes, or exciting stories about the future. Many of these companies are not profitable yet. Many have weak balance sheets. Some trade at extreme valuations. And usually the whole story is based on what the company could become, not what it already is today. There is nothing wrong with having exposure to them. In fact, they can offer some of the best opportunities in the market. But they need to be handled differently. These are usually not “buy and forget” stocks. They need more discipline, strict risk management, and a clear plan. The goal is simple: capture the upside, but protect yourself from the downside. With speculative stocks, price action matters a lot. You want to look for stocks that are breaking out, making new highs, moving above key resistance levels, or forming strong patterns like flags, cups, or tight consolidations. You do not want to buy something that’s been falling just because it looks cheap. Cheap can always get cheaper. Instead, look for names where the market is already showing strength. Volume is just as important. A strong move should come with strong volume. Volume tells you whether real demand is coming into the stock. A breakout on weak volume is not as convincing. A breakout on heavy volume is much more interesting because it shows that buyers are stepping in with force. Ideally, volume should be several times higher than the stock’s normal daily volume. Price shows the move. Volume confirms the move. There is usually a reason why the stock is moving. It could be an earnings surprise, a product launch, an analyst upgrade, a government contract, sector news, an FDA decision, a crypto move, a short squeeze, or a wave of social media attention. You do not need to know every detail, but you should understand the basic reason behind the move. A stock moving on a real catalyst is usually more interesting than a stock moving only because people are chasing it. One of the most important rules is to avoid chasing vertical moves. If a stock has already doubled or tripled in a few days without any pause, be careful. At that point, a lot of early buyers are sitting on big gains. If the stock starts to weaken, selling can get very fast. Instead of chasing, wait for a better setup. That could be a pullback, a consolidation, a retest of the breakout level, or a new base. It’s better to at least wait for a pullback or small consolidation. Speculative stocks should usually be smaller positions. A range of 1–5% of your portfolio is often enough, depending on how risky the stock is and how much conviction you have. You want the upside to matter, but you do not want one bad trade to hurt your whole portfolio. These stocks can drop 30–40% very quickly, sometimes in a single day. Small position sizes help you stay calm and make better decisions. Before entering, decide where you are wrong. A common rule is to place a stop 5–10% below your entry price, or just below a key support level, breakout point, or moving average. For very volatile stocks, the stop may need to be wider. But if the stop is wider, the position size should be smaller. The main point is simple: know your risk before you enter. Do not start thinking about risk after the stock is already down big. Once the stock starts working, take profits in stages. Speculative stocks can move fast, so it often makes sense to lock in some gains along the way. You do not need to sell everything at once. For example, you could sell part of the position when the stock is up 25%, 40%, 50%, or 100%. This takes pressure off. It lets you secure some profit while still giving the rest of the position room to run. A simple approach is to sell 25–50% after a strong move, then manage the rest with a trailing stop. That way, you do not need to perfectly time the top. You protect yourself, but you still leave room for upside if the stock keeps going. After a big gain, your job changes. At first, your job is to protect your capital. Later, your job is to protect your gains. A trailing stop can help with that. You can trail your stop 5–10% below the recent high, below the 10-day EMA, below the 20-day moving average, or under the latest support level. The goal is to give the stock enough room to keep running, but not so much room that you give back the whole gain. Never let a big winner turn into a loser. If you have a strong gain, protect it. That can mean selling part of the position, moving your stop above your entry price, or raising your stop under support. You do not need to sell the exact top. Nobody does that consistently. The real goal is to avoid turning a great trade into a bad one. Speculative stocks often give warning signs before the move fully breaks. Watch for lower highs, failed breakouts, heavy selling volume, weak closes, breaks below key moving averages, or big gap-ups that quickly fade. Also watch for volume drying up after the hype. These stocks are often momentum-driven. Once momentum fades, the downside can be quick. And sometimes if the setup stops working, cut the loss and move on. Hope is not a strategy. A small loss is normal. A large loss usually happens when you refuse to act. One of the biggest mistakes is turning a trade into a long-term investment just because the stock went down. If you bought because of momentum, a breakout, or a catalyst, then you should exit when that reason disappears. Volatility is part of the game. A speculative stock can be up 20% one day and down 15% the next. That does not always mean something is wrong. It is just how these stocks behave. This is why sizing matters so much. When the position is too big, every move feels emotional. When the position is sized correctly, you can think clearly. Avoid FOMO. Do not buy just because a stock is up. That is not a plan. A good plan tells you why you are buying, where you are buying, how much you are buying, where you are wrong, where you take profits, and when you exit. If you miss the first move, that is okay. There will always be another setup. FOMO makes you buy too late, size too big, and sell too emotionally. Speculative stocks can be amazing opportunities. They can create huge winners. But they can also destroy capital when you handle them without discipline. The point is not to avoid them completely. The point is to treat them for what they are: high-risk, high-reward setups. Use small position sizes. Respect price action. Watch volume. Know the catalyst. Take profits. Cut losses. And never let excitement replace risk management.