$NVIDIA(NVDA)$   After a dip from rare earth conspiracy and China vs US tense policy, is now back on track! Some recent updates: NVIDIA ($NVDA) is shaping the future of AI, and investors should keep their eyes on where the company is extending its moat. The first point to watch is its ecosystem flywheel: NVIDIA invests in AI players and infrastructure, those partners adopt its GPUs and CUDA stack, and developers—now more than 5 million strong—build on top, driving further demand. This self-reinforcing cycle keeps customers locked in and expands NVIDIA’s reach far beyond chips. Second, look at new growth verticals. The $1 billion stake in Nokia signals a push into telecom networks, while collaborations with Palan

I will upskill myself in what is important and focus on what matters in my main job. The gig and main job aren’t the core — the what is important. Right now, the what is AI. If your skills and job are connected to AI, they complement A (gig) and B (main), while C becomes your transferable skill. In stocks, that means choosing companies with strong AI tech. From a trader’s perspective, it’s the same principle: the what is looking at fundamentals for long-term investing, the value is building skills (like AI) that keep paying off, and the time is knowing when to act — because investing in the right thing at the right time compounds both in career and portfolio. Tech and AI can now be applied in almost everything — the key is reapplying it in a way that’s meaningful to you. Try using AI l

Is Palantir a Good Stock to Hold Forever? When we talk about AI stocks, most people immediately think of the Magnificent 7. But beyond those giants, there are other companies with serious AI capabilities — and one that stands out to me is Palantir. Here’s how I see it: 1. Business Model – Government Security Focus Palantir’s core business has long been with governments, providing mission-critical security and intelligence systems. Once a government locks in such systems, they rarely switch — meaning stable, recurring revenue. But stability comes with trade-offs: • Growth is limited by the slow pace of government procurement. • Talent requirements are strict, making scaling harder. • Maintenance is expensive, and penalties for breaches are severe. • Pricing is capped because government budg

Gold Is Soaring — But This Time, We Have Cryptocurrency Option With gold surging past $3,200/oz, it’s clear that markets are on edge. Investors are seeking safety, just as they’ve done for decades. But here’s the difference: in 2025, gold isn’t the only place to run. This time, we have crypto. In the past, you didn’t have a decentralized, digital asset class that could store, move, and grow value globally — 24/7. Now you do. ⸻ Gold vs. Crypto: Who Decides the Value? • Gold: Price still shaped by central banks, institutions, and geopolitical behavior. It’s a store of value, but deeply tied to traditional systems. • Crypto: Price driven by open-market demand, user belief, and protocol-defined supply. It reacts to sentiment instantly — no one prints more of it, and no central party contr

Rebuild Your Portfolio Like a Government Recalculating GDP When the market feels chaotic — with policy shifts, tariffs, and volatility in play — it’s not always about doing more. Sometimes, the real edge comes from stepping back and refining what truly drives your portfolio.  Just like how governments update how they calculate GDP to reflect changing realities, we too can revisit our own allocation — not just to react, but to realign with purpose. Here’s a simple, focused approach: • Anchor around 4 strong, long-term growth stocks — names you understand, believe in, and can track with confidence. • Set aside 1 position (10–15%) for a high-upside, high-volatility play — something with potential, but that you’re prepared to manage actively. • Keep your core tight — 5 names max. It’s not

Tariff Relief: What’s Next for Apple & Nvidia? The recent U.S. tariff exemptions have provided much-needed breathing room for global tech giants — but this is not the end of the story, just a reset. Market Recap: • Apple dropped ~20% after the April 2 tariff announcement but recovered to $198.15, still 11.5% below pre-tariff levels. • Nvidia fell ~14.6%, then fully rebounded to $110.93 — back above its April 2 level. Why the difference? • Apple is still deeply tied to China’s manufacturing ecosystem. Even with exemptions, the underlying exposure hasn’t changed. Diversification is underway, but it’s a long road. • Nvidia, meanwhile, benefits from global AI demand, and its core components received tariff exemptions. Clearance to sell AI chips to China further strengthens its position. Lo

【Voting Post】All in or Fear? Opportunity Is Real, React is must, Strategy Is Key The latest tariff hike signals a shift in global market dynamics. It’s not just noise — markets will move, and reacting is necessary. But how we react matters. Strategy is what separates clarity from chaos. Here’s what to focus on: 1. Be measured in capital deployment Chasing headlines can backfire. Partial entries, wider stops, and flexibility help you stay in control. 2. Understand sector sensitivity Export-driven industries may face headwinds. Domestic demand or policy-driven sectors might hold better in the short term. 3. Watch macro movements USD strength, rate expectations, and commodity volatility will shape global sentiment. Let these guide your view. 4. Let the market show its direction Volatility offers setups —

NASDAQ may rebound faster on strong global tech demand. Hang Seng faces near-term pressure from export exposure, but long-term value could be reevaluated — worth watching market stance.

Reached president tiger level [Cool]