To The Moon

$Palantir Technologies Inc.(PLTR)$ PLTR has always been a star benchmark company, which has been studied in China for many years. The value and barriers of its data and some customers are relatively high. Fourth Paradigm has similarities with it, and its founder is also good. During the first wave of AI investment boom in China 10 years ago, it was involved. Last year, after the lock-up period expired and the stock price fell, it was considered to be undervalued. I bought some at around $20 and plan to hold it for at least 2-3 years to see when it will reach a market value of $100 billion.

$NVIDIA(NVDA)$ In the long run, the improvement in AI algorithm efficiency will trigger a positive cycle of "efficiency → demand":Improvement in efficiency → 2. Reduction in costs → 3. Expansion of application scenarios / increase in model complexity → 4. Increase in total computational demand → 5. Iteration of hardware technology (such as upgrades in high-end graphics cards).Therefore, the demand for high-end graphics cards will not decrease due to the improvement in algorithm efficiency. Instead, it may continue to grow due to the popularization and increasing complexity of AI applications. This trend has been verified by both historical patterns (Jevons Paradox) and industry forecasts (such as a 4.7% increase in electr

$Palantir Technologies Inc.(PLTR)$ Palantir's market value is close to 300 billion US dollars, having grown from 20 billion US dollars. I am extremely grateful for the insights shared by the genius programmers of Palantir in Silicon Valley, which gave me the opportunity to iterate my software architecture fundamentals during my prime years. Now, the new software architecture has ultimately changed the global landscape. Doge has proven to the world that India's software outsourcing industry advantage has been completely shattered!The Chinese name for Palantir itself can be translated as "Elixir"!

$NVIDIA(NVDA)$ Those who say DeepSeek challenges NVIDIA's moat are idiots! NVIDIA has two moats: one is chip interconnectivity, and the other is CUDA technology. CUDA technology itself is only a small part; the larger part is the vast ecosystem derived from CUDA, which only technical developers can truly understand. DeepSeek's technological innovation is minimal, and it even employs some regressive technologies. This is an undeniable fact known in the industry. However, its strength lies in the significant innovation in engineering. In our field of large AI models, it makes people realize that they shouldn't just focus on the most cutting-edge technologies. When your technical team's capabilities are limited, how to make

$Palantir Technologies Inc.(PLTR)$ At the current valuation, PLTR is more perilous than TSLA. TSLA, with a founder who is the wealthiest, most interesting, and most controversial in the world, and who has the largest following, can still see its stock price plummet once market momentum fades. PLTR is a software company with an average annual growth rate of 30%, and it has signed many opaque contracts with the US government and military. As an AI company, it is currently trading at a valuation of 70 times its sales. The next slide might just be a prelude...

$NVIDIA(NVDA)$ When DS first emerged, it really confused everyone. Now, those who think a bit have gradually realized something. In an era when I can buy a 5090 card and deploy a large model at home, the news of low-cost model training is a positive development, not a negative one.

$Palantir Technologies Inc.(PLTR)$ Over the past year, I missed out on a significant profit with Palantir(PLTR). Around June-July last year, I bought calls with a strike price of around $40 for 2026. At that time, I was impressed by the management's persistence in focusing on one thing for decades. However, Peter Thiel was constantly talking on X about how high the stock price could go. So, after holding for about one or two months, I closed the calls. I didn't expect the market to value it so highly. By the way, I had bought 100 lots of calls and missed out on a substantial amount of money.

$NVIDIA(NVDA)$ The emergence of ENIAC did not change ordinary households. It was the advent of the personal PC that did.NVIDIA is a hardware company.The popularization of AI will inevitably lead to personal deployment. With the increasing computing power of new cards, there will be a demand for personal deployment, and it will not be low in the future.

$Palantir Technologies Inc.(PLTR)$ most of the times Mondays are bad, we will see a lot of shorts tomorrow, saying that this is going to 100 (most pf them increased their target form 40) This is a generational legacy stock still trading at a bargain price. PLTR/overnight...112.42...+$1.57...+1.42%...TradeUP...

$NVIDIA(NVDA)$ So easy to stay long with just increase after increase in AI spendingTSMC is said to be planning two new CoWoS plants in Taiwan with a cost of ~NT$200 billion, as it works to meet growing packaging demand according to Beth Kindig at Iso fund.Just sit back and relax Nvda longs.