To The Moon

$Palantir Technologies Inc.(PLTR)$ Chairman Peter Thiel has supported Trump's accession to power twice: directly in 2016 and indirectly in 2024 through Vance and Palantir's political - business network. Boosting Vance to become vice - president: Through funds, connections and strategic guidance, Thiel is the key driver of Vance's political rise.

$NVIDIA(NVDA)$ When everyone thinks that when the "shoe finally drops" (the negative event has been fully realized), and they all hold onto their positions without trading, resulting in a shrinking trading volume, then today will be a crucial moment. Once all the negative factors have been released, there may be a bottoming-out and rebound. About 75% of the position is mainly focused on self-controllable assets. Let's wait and see.

$Palantir Technologies Inc.(PLTR)$ Chairman Peter Thiel has supported Trump's rise to power twice: directly in 2016 and indirectly in 2024 through the political - business network of Vance and Palantir. Boosting Vance to become vice - president: Through funds, connections and strategic guidance, Thiel has been a key driving force behind Vance's political rise. Interest correlation: The deep - seated connection between Palantir and the Trump administration has made it the main beneficiary of AI and data services in the US military and government.

$NVIDIA(NVDA)$ I just downloaded and tried it. ChatGPT 4.0 demonstrates outstanding performance in generating text from text and creating videos from images. DeepSeek still has a lot of room for improvement... Once application-based tiered charging is implemented domestically, there will be great prospects for financial returns.

$Palantir Technologies Inc.(PLTR)$ I believe that PLTR stock price will increase when the tariff fear subsides and people realize that PLTR does not have much exposure to that risk. I am hoping that is sooner rather than later - like this week - but wish you all the best of luck.

$NVIDIA(NVDA)$ At the ongoing Optical Fiber Communication Conference (OFC), Co-packaged Optics (CPO) has once again become the hot topic, enjoying extremely high popularity. The discussion about silicon photonics is the most intense. A group of laboratory researchers have brought the projects from their own laboratories to the forefront to realize commercialization. "Is the spring of silicon photonics coming?" This is the voice from those within the industry.

$Palantir Technologies Inc.(PLTR)$ Vibe coding has come up with something new again. Recently, I've heard in bits and pieces that the internal goal of the company has already been to develop an operating system for enterprises and the government in the AI era... To be honest, will several companies like SAP SE (SAP), which has a market capitalization of over 300 billion, and other companies that develop enterprise ERP systems be disrupted within a few years?

$NVIDIA(NVDA)$ It is still necessary to keep up with the Nvidia (Nv) related chain. Both the performance and the detailed changes within the industrial chain have been quite significant. The market has still set a valuation range for "Brother Da," which is between 90 and 115. This valuation already incorporates pessimistic expectations such as geopolitical factors, excess computing power, GB (presumably some abbreviation, you may need to clarify) delays, and the downward adjustment of shipments. Both the expectations and the sentiment have bottomed out. As long as it continues to benefit from Nvidia (N) in the future, it just needs to gradually get through this difficult period.

$Palantir Technologies Inc.(PLTR)$ As I look at the real-time data on our national debt clock, it seems it is slowing down a bit, but it still stands at 36.6T. If it didn't, it would have been at least $37T or more and changed by now. The future tariff tax revenue is accelerating a bet at 657,8B and change, while Doge is accelerating at nearing 251B. Our defense for war spending remains very healthy at 889B. Go Palantir! Go!

$NVIDIA(NVDA)$ The core issue is that inference chips have much lower requirements than training chips. Domestic production is estimated to reach about 60% of Nvidia's level, lagging behind by one generation. DS has reduced the cost of training. Coupled with the US and China pushing Chinese enterprises to choose domestic products, inference will become much more competitive in the coming years than it is today. Nvidia will need to rely on a much larger volume of inference demand to offset the decline in profit margins.