Greg Vogt
03-27

$Palantir Technologies Inc.(PLTR)$

The U.S. stock market really adheres strictly to the logical trend. If NVIDIA stabilizes, the application-related stocks will soar. $Tempus AI(TEM)$ $Palantir(PLTR)$ $Hims & Hers Health(HIMS)$ Many people say that the application-related stocks plummeted some time ago. But take a look at how many times they have increased in value last year. It's quite normal that the bigger the waves, the more expensive the fish. But what about China's A-share market? The application-related stocks in the A-share market have experienced sharp drops with only slight rises, and I'm completely confused. There's no logic at all. If the application-related stocks in the U.S. stock market can take the lead and rise, it will open up a whole new world. It will drive the recovery of computing power, which is a perfect narrative. As for the A-share market, to be honest, we don't have the ability to take the initiative and make progress in any AI sub-sector on our own. It seems like child's play when looking at the performance of the stocks during this technological revolution. Even the best ingredients can go bad. I even think that we can't blame anyone. It's a problem of every participant in the market.

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