$Palantir Technologies Inc.(PLTR)$The position increased from 3% to nearly 5%...It's one of the stocks I didn't buy enough of. I started to increase my position and catch the falling knife, willing to raise the cost and increase the position. The way to cut the defense budget is to make defense spending more efficient, not to reduce defense capabilities. Only AI can improve efficiency and reduce costs at the same time.
$NVIDIA(NVDA)$Nvidia's cycle doesn't stem from its "B2B" or "non - platform" nature. It's because it's always a "capital good" or "durable consumer good." If a company's products are "fast - moving consumer goods" that are repeatedly consumed, demand will be relatively stable, like in food and beverages, online games, or coal. But if a company's products are "capital goods" or "durable consumer goods," demand downstream usually fluctuates a lot because they can be reused.So, there's a mistake we made when applying Jevons' paradox to computing power. As model costs drop and computing efficiency rises, AI scenarios do expand and overall computing power demand surges. But here's the difference: coal is a one - time - use re
$Palantir Technologies Inc.(PLTR)$The number of shares has increased by 500 million (40%) over two and a half years. It's like an inflationary AI magic stock. There will come a time when, after a financial report, the magic won't work and the stock price will be cut in half. A price - to - sales ratio of 68 might be the most outrageous one for a "technology" company with a market value of over 100 billion in the entire universe right now.
$NVIDIA(NVDA)$Chatting with a friend, we kept discussing NVIDIA... I said that compared to its B2B business, I'm more excited about NVIDIA's potential B2C business. I'm particularly bullish on the Project Digits that might be launched in June this year. This AI - powered computer is reportedly priced at around $3,000 per unit and is likely to be a big hit. It could be a breakthrough product that propels NVIDIA to a new level. Compared to B2B business, B2C business is more stable, more predictable, and has higher stickiness.If AI Agent could become the new operating system and fundamentally change the way people interact with devices, Digits might be a huge success and could very likely push NVIDIA's stock price above $20
$Palantir Technologies Inc.(PLTR)$Bought at 6 dollars... long. Predicted 2025 and first few quarters of 2026 to be a wash because of the presidential election, and poor condition of US...going to get worse, before it gets better. Buyers market with caution.
$NVIDIA(NVDA)$The best strategy to go long on NVDA is to go long on TSM and AVGO. For a more aggressive approach, you can go long on ALAB and VRT. However, the best method is to go long on QQQ.$Microstrategy(MSTR)$ serves as an early observation indicator for market RISK ON/OFF. Today, BTC fell by 4 points, while this stock rose by 5 points.
$Palantir Technologies Inc.(PLTR)$Palantir is a big data analytics company that was initially established to tackle financial fraud and later gained fame for helping the U.S. locate Bin Laden.The company's success is mainly attributed to several factors:1) Unique data processing capabilities. The two major platforms it has developed, Gotham and Foundry, which are based on ontology, give the company a unique edge in complex data analysis and have led to long-term service for both the government and business sectors.2) Exclusive access to scarce data for training. Palantir started its business by serving government intelligence agencies, such as the FBI and CIA. The data from these agencies is mostly inaccessible to the ma
$NVIDIA(NVDA)$I feel quite speechless when I see those who gloat and hope for a Nvidia crash. When has A-shares ever been better off after a Nvidia crash? It is the cornerstone of the entire artificial intelligence industry chain. Whether it is domestic chain or Da chain, or robots, AI hardware and software, none can remain unaffected. Nvidia's CUDA is like the iOS ecosystem of the entire artificial intelligence industry. If Nvidia continues to crash at the current valuation (lower than Xiaomi and Apple's P/E this year), it means that AI-based large models may have hit a brick wall and the path of linear progress may not be viable...Yesterday's crash was largely related to GPT-4.5 falling far short of expectations. Some
$Palantir Technologies Inc.(PLTR)$Technical says 50 days breakpoint is 83 and 200 days breakpoint is 54. If it falls below 54, it will crash. It must bounce back over 83 for recovery and Palantir has the goods but complete market sentiment has deteriorated. I look for an additional 20 to 30 percent decline through all segments in the coming weeks.
$NVIDIA(NVDA)$Discussing the rise of the East and the decline of the West,The rise of the East and the decline of the West is gradually becoming a reality. It's really quite magical, and we may be in the midst of this process.As for the situation in the US stock market last night, everyone saw it. Almost all the related AI and tech stockshave returned to the low point after the impact of DeepSeek, and it seems to be continuing.And in yesterday's Hong Kong and A-share markets, we also saw the resilience. Our market here only came back after the Hong Kong market turned red in the afternoon.For subsequent trading, really, keep a close eye on the Hong Kong market. Our market will definitely follow, although a bit late.So, we