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Kuwait Nguyen 5.0 4 ideas

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Per mention Per thesis
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EEM
iShares MSCI Emerging Markets ETF
Emerging markets and non-US equities offer more reasonable valuations than the S&P 500, which is dominated by expensive mega-cap tech. Dollar strength is partly a safe-haven flow that should fade as global stability improves, and fundamentals in EM remain strong, making them attractive for long-term diversified portfolios.
Macro  · Apr 29 · YOUTUBE
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LONG MED
META
Meta Platforms, Inc.
Big tech names like Meta, Alphabet, and Microsoft have lagged over the past 6-12 months, but their earnings are solid and fundamentals attractive. After a period of overvaluation, these high-quality names can now be picked up at more reasonable valuations, presenting a buying opportunity. His active strategies own or are buying these names.
AI/Semi  · Apr 29 · YOUTUBE
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LONG MED
GOOG
Alphabet Inc. (Class C)
Big tech names like Meta, Alphabet, and Microsoft have lagged over the past 6-12 months, but their earnings are solid and fundamentals attractive. After a period of overvaluation, these high-quality names can now be picked up at more reasonable valuations, presenting a buying opportunity. His active strategies own or are buying these names.
AI/Semi  · Apr 29 · YOUTUBE
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LONG MED
MSFT
Microsoft Corporation
Big tech names like Meta, Alphabet, and Microsoft have lagged over the past 6-12 months, but their earnings are solid and fundamentals attractive. After a period of overvaluation, these high-quality names can now be picked up at more reasonable valuations, presenting a buying opportunity. His active strategies own or are buying these names.
AI/Semi  · Apr 29 · YOUTUBE
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LONG MED
Positions
TickerDirEntryP&LDate
EEM LONG $63.40 Apr 29
META LONG $669.75 Apr 29
GOOG LONG $345.92 Apr 29
MSFT LONG $426.30 Apr 29
▶ YouTube Trump Signals No Letup of Naval Blockade, Tech Results on Deck | The Opening Trade 4/29/2026
Non-US valuations more reasonable.
Emerging markets and non-US equities offer more reasonable valuations than the S&P 500, which is dominated by expensive mega-cap tech. Dollar strength is partly a safe-haven flow that should fade as global stability improves, and fundamentals in EM remain strong, making them attractive for long-term diversified portfolios.
EEM HIGH Bloomberg Markets Apr 29, 11:42
Kuwait Nguyen
▶ YouTube Trump Signals No Letup of Naval Blockade, Tech Results on Deck | The Opening Trade 4/29/2026
Quality tech at attractive valuations.
Big tech names like Meta, Alphabet, and Microsoft have lagged over the past 6-12 months, but their earnings are solid and fundamentals attractive. After a period of overvaluation, these high-quality names can now be picked up at more reasonable valuations, presenting a buying opportunity. His active strategies own or are buying these names.
META GOOG MSFT HIGH Bloomberg Markets Apr 29, 11:42
Kuwait Nguyen
Kuwait Nguyen | 4 trade ideas tracked | META, MSFT, GOOG, EEM | YouTube | Buzzberg