$Palantir Technologies Inc.(PLTR)$ 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.

$Palantir Technologies Inc.(PLTR)$ 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, a

$NVIDIA(NVDA)$ The height of the "ability circle hurdle" is 0.3 meters. The level of technological content is 100. The difficulty of resetting is 100. The width of the "moat" is 100 meters. The planned holding time is forever. It has a good profit model and an excellent corporate culture.

$Palantir Technologies Inc.(PLTR)$ $Palantir(PLTR)$'s "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 been to become the operating system for enterprises and the government in the AI era... To be honest, will several companies like $SAP SE(SAP)$ with a market capitalization of over 300 billion dollars, which are engaged in enterprise ERP, be disrupted within a few years?

$NVIDIA(NVDA)$ Currently, the situation in the Hong Kong stock market is unstable, and the A-share market is sluggish. However, the US stock market is performing exceptionally well. Global funds continue to replenish their US stock assets. Last night, Tesla saw a significant rally in the late trading session, ranking first in terms of trading volume in the US stock market. Its stock price has recorded five consecutive upward trading days, surging by a cumulative 21%. It has broken through the dual pressure of the 30-day and 200-day moving averages. Given the recent large gains, technically speaking, there will be an adjustment today, with a pullback to confirm the effectiveness of the breakthrough. The short-term selling

$Palantir Technologies Inc.(PLTR)$ Many people say that the application stocks dropped sharply some time ago. But if you take a look, you'll find out how many times they have increased in value last year. The bigger the waves, the more expensive the fish. That's quite normal. If the application stocks in the US stock market can take the lead and recover, it will open up a whole new world. They can drive the recovery of computing power, which is a perfect narrative.

$NVIDIA(NVDA)$ I bought it at $92.5 per share. If it rises to $120 on the expiration date, it will be sold; otherwise, I will keep holding it. As a result of selling, I can earn $27.5 per share, which is a return of 29.7% per year. I have nothing to be dissatisfied with. The most crucial thing here is whether the price of $92.5 is cheap enough, and this completely depends on the investor's understanding of the company's business. Personally, I think NVIDIA (NVDA) is actually a very powerful company. I dare to hold it at this price, and I can also accept an annual return rate of 29.7%. My expectation for investment is probably around 12% to 15%, and I will be satisfied with that. I can fully accept an annual return of 29.7

$Palantir Technologies Inc.(PLTR)$ Pure technical analysis. It seems like the daily K-line is looking good again. The weekly K-line has made a pullback and then moved upwards, while the monthly K-line maintains a normal trend. What on earth is this PE? I really can't figure it out.

$NVIDIA(NVDA)$ Nvidia held the GTC 2025 conference. Jensen Huang gave a live keynote speech at the SAP Center in San Jose. He talked about the future of things like agentic AI, robotics, and accelerated computing. Man, it was really exciting! The conference wasn't just about the keynote, though. There were over 1000 inspiring sessions. You could learn so much from those! And there were more than 400 demos. They showed off all the cool new tech Nvidia's been working on. There were also hands - on technical training sessions. If you wanted to get your hands dirty and learn some new skills, this was the place. And let's not forget all the unique networking events. You could meet all kinds of people, from developers to indust

$Palantir Technologies Inc.(PLTR)$ 1. Those big "golden retrievers" were talking about decoupling a few years ago. Now, there are some notable beneficiary stocks in Europe that are like mini - versions of $Palantir(PLTR)$ have emerged. 2. The narrative and the technical aspects are already in place. 3. The time frame is two to three years.

$NVIDIA(NVDA)$ Among the seven major US companies, META ranks third. With 67,000 employees, each person generates an average annual revenue of 2 million US dollars, only Apple (2.38 million US dollars) and NVIDIA (2.06 million US dollars) are higher than it. Google, which also mainly focuses on advertising business, has nearly three times the number of employees as META, and the per capita revenue is 1.68 million US dollars, ranking behind META.To some extent, in the face of this data, the business advantages and operating leverage of the companies are clear at a glance. NVIDIA, a company with only 30,000 employees, once reached the throne of the world's highest market value, with per capita revenue reaching 2.06 million