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The second round of tax wars runs the port. Let's see.🔥📉😱

📣 for anyone who has invested mainly in US stocks lately may feel that it is all difficult to buy green stocks for 1 day and then the rest is red for most of the week. You do not feel alone. It is the same for the whole market. We will talk today about how to prepare for investing and what factors affect our portfolio. 📣🟥📉

🇺🇸🧨 the main factors affecting the stock market this period. 🚨

Here we can collect three main factors to briefly summarize for further homework.

1️⃣, the Ai stock stream here has started to worry since the beginning of the year that Ai shares use high investment but can generate profit back worth the investment, so it has become a trend in 2026 that good tech stocks have to have real cash flow and make money. But a big problem has recently arisen since companies started to launch Ai that started to do some work instead, such as accounting, finance, sales. That has a severe negative effect on corporate tech stocks, such as MSFT CRM SNOW, which is a corporate line with full membership collection revenue, thus resulting in a downward adjustment in the stock market = a monthly membership fee. But Ai bought quite a substitute.

2️⃣ US international politics. As you can see, the second round of the US attack on Iran could happen right now, but the good news is that there will be Iranian nuclear negotiations. If the talks are successful, it will reduce concerns about the fight. This factor will affect the price of gold, energy stocks, where the news of tension, some energy stocks will rise because if there is a blow, the oil transport route may be closed. 💥

3️⃣, the Trump season 2 tax is back. Continuing on Friday, the U.S. Supreme Court ruled that the 10% tax hike against the whole world would be repealed, but Trump refused to announce another 15% tax hike in accordance with Article 122, which is set to be collected today, May 24, which created severe stock market volatility. All stocks fell, all major indexes fell, which had to keep track of where the tax season would end, but the whole red band was the same. 🤑📉

📈 how to run the port? 📉

This is how we use it with our own ports. How are we going to see?

1️⃣ has been investing for two years now, so we've been exploring stocks and ETFs in the portfolio, checking which stocks are the long-term trend, which is the play-by-the-round, and which ETFs are redundant, such as VOO based on the S & P 500 index and QQQM based on the NASDAQ 100. We will choose to keep QQQM focused on growth, but not the main body of the portfolio. The advantage is to cut short out short-term stocks and better group ETFs.

2️⃣ DCA. Basic stock is good. During a stock fall on the whole board like this, which stock to buy is good? Play down the whole market like this, but it is a cheap opportunity to collect. If that stock is basic, revenue is tight, and the tide of that industry, such as Ai Group, can not escape TSM, which is a chip factory used in every line, whether Ai Mobile, in addition to high income, can also grow with Ai trend.

3️⃣ Keep more cash or gold. During this period, some stocks such as software or cybersecurity that are being hit by the tide of Ai disruption. If you buy a single button, it may hurt, so you may keep it in cash before gradually buying or waiting for a spoon at the point of reversal. This must depend on individual techniques or may be stored as a safe asset like gold that is rising from global political uncertainty.

4️⃣ sell current stocks. Some stocks, if bought since last year, at the end of the year, + 300% can be available. But that can be called a current stock because there is no real income from the operation. When there is a lot of positive shares, it also carries the portfolio. But if there is a long fluctuation like this, this stock can fall 5-10% in a single day, for many days, so we can choose to sell and rearrange the portfolio. Focus mainly on the big stocks and ETFs. To grow slower but safer.

🙋‍♂️📣 this post will be a little long. Try to summarize it, but what I want to say lately, the market is not easy, but if everyone adjusts the investment method that is okay for themselves, it can pass or anyone has a way to adjust a good port to share. 📣🙋‍♂️

❗️ investment is risky. The information should be studied before making an investment decision. ❗️

# dime # Big money story # Investment finance # Talk about money # Keep money

2/24 Edited to

... Read moreช่วงเวลาที่ตลาดหุ้นสหรัฐประสบกับความผันผวนหนักอย่างในสงครามภาษีรอบ 2 นี้ ถือเป็นบททดสอบสำหรับนักลงทุนหลายคนที่ต้องพบกับแรงกดดันทั้งจากปัจจัยเทคโนโลยีอย่างหุ้น AI disruption สถานการณ์ความตึงเครียดทางการเมืองระหว่างประเทศ รวมถึงการเปลี่ยนแปลงนโยบายภาษีของสหรัฐฯ ที่สร้างความไม่แน่นอนอย่างมาก จากประสบการณ์ส่วนตัว พบว่า วิธีการบริหารพอร์ตหุ้นสหรัฐในช่วงนี้ ควรเน้นไปที่ความรอบคอบและการเตรียมตัวให้พร้อมต่อความผันผวนที่อาจเกิดขึ้นแบบกะทันหัน เช่น การจัดกลุ่มสินทรัพย์ในพอร์ตใหม่โดยตัดสินใจขายหุ้นที่มีความเสี่ยงสูงและมูลค่าพุ่งแรงแบบไร้พื้นฐานรายได้จริง แม้จะสร้างกำไรได้มากในช่วงระยะสั้น แต่เมื่อเกิดความผันผวนก็อาจทำให้พอร์ตเสียหายหนัก อีกหนึ่งกลยุทธ์ที่ผมใช้คือ การลงทุนแบบ DCA (Dollar-Cost Averaging) กับหุ้นพื้นฐานแข็งแกร่ง อย่างหุ้นที่เกี่ยวข้องกับเทคโนโลยี AI เช่น TSM ซึ่งมีบทบาทสำคัญในอุตสาหกรรมและรายได้ชัดเจน ช่วงที่ตลาดลงแรงถือเป็นโอกาสดีที่เราจะได้ราคาหุ้นในราคาพิเศษ ซึ่งช่วยลดต้นทุนเฉลี่ยและเพิ่มโอกาสกำไรในระยะยาว นอกจากนี้ การเก็บเงินสดหรือทองคำเป็นส่วนหนึ่งในพอร์ตลงทุนก็สำคัญ เพราะทองคำถือเป็นสินทรัพย์ปลอดภัยที่มักปรับตัวขึ้นเมื่อตลาดหุ้นผันผวน โดยเฉพาะในช่วงที่มีความตึงเครียดทางภูมิรัฐศาสตร์สูง เช่น สถานการณ์ความขัดแย้งในตะวันออกกลางที่อาจส่งผลต่อต้นทุนพลังงานทั่วโลก ผมอยากเน้นย้ำว่าในสถานการณ์แบบนี้ การรักษาความสมดุลของพอร์ตลงทุนและมีความยืดหยุ่นในการบริหารจัดการความเสี่ยงคือกุญแจสำคัญที่จะช่วยให้เราผ่านช่วงเวลาท้าทายเหล่านี้ไปได้อย่างมั่นคง ฝากนักลงทุนทุกท่านเตรียมตัวและวางแผนอย่างรอบคอบ รวมถึงศึกษาข้อมูลและติดตามสถานการณ์อย่างใกล้ชิดต่อเนื่อง เพื่อทำให้การลงทุนมีประสิทธิภาพและปลอดภัยมากขึ้นในอนาคต

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