$Palantir Technologies Inc.(PLTR)$It has been quite strong these two days. Although after April 2nd, there were quite a few new contracts at that time, which somewhat offset the situation through hedging, but being so eye-catching against the trend, it's a bit like "the bird that sticks its neck out gets shot". Moreover, the "winning faction" in the US hasn't made any statements yet.
$NVIDIA(NVDA)$In fact, Trump didn't really need to restrict AI graphics cards. Isn't it all about money? If NVIDIA (N) cards were sold at one million US dollars each, those in the East would still have to buy them. Once the East gets the goods, the US government could get half of the money, and NVIDIA could get the other half.
$Palantir Technologies Inc.(PLTR)$Two pieces of news about $Palantir(PLTR)$ I'm not surprised by its cooperation with DOGE and the Internal Revenue Service (IRS). (I would be surprised if DOGE hadn't approached PLTR.) The announcement of the new contract with the North Atlantic Treaty Organization (NATO) is still somewhat surprising to me, mainly because of the timing. (I originally thought that, given the current complex and intricate situation, it would be very difficult for this kind of contract to be reached at this time.)
$NVIDIA(NVDA)$In history, in various global business expansions, enterprises from different countries that have ventured overseas have often completed their global layout and achieved significant growth. Emotionally, there is a focus on domestic demand in the market sentiment, but in terms of actual performance, it still depends on going global. China has considerable advantages in terms of technological density and response efficiency. Currently, the world's largest engineer dividend is in China. It is possible to be away from China in some aspects, but it is absolutely impossible to be separated from China's supply chain.
$Palantir Technologies Inc.(PLTR)$Two pieces of news about $Palantir(PLTR)$ The cooperation with DOGE and the cooperation with the IRS don't surprise me. (I would be surprised if DOGE hadn't approached PLTR.) The announcement of the new contract with NATO is still somewhat surprising to me, mainly because of the timing. (I originally thought that, given the current complex situation, it would be very difficult for this kind of contract to be reached at this time.)
$NVIDIA(NVDA)$Some people say they want to replace NVIDIA. Well, first replace the Windows operating system on your computer and then we can talk. If you can't even replace a product from the last century, don't think too much. Your actions will speak louder than words.
$Palantir Technologies Inc.(PLTR)$Relatively speaking, U.S. AI stocks are surprisingly resilient, and it's not yet time to make a major investment. I can only proceed slowly as planned. On the contrary, some consumer stocks seem to have fallen to a point where they offer good value for money, so I've added them to my watchlist.
$NVIDIA(NVDA)$During Trump's tariff - trade world war, NVIDIA remained as steady as a rock, while Apple was thoroughly spooked! Despite both being American tech giants, the differential responses of Apple and NVIDIA are essentially the result of the combined effects of technological barriers, supply - chain resilience, and policy favoritism. Apple is constrained by the centralization and low - tech - value - added nature of the consumer electronics industry chain. In contrast, NVIDIA, thanks to its technological monopoly and decentralized layout, took the initiative in the tariff war. In the future, if U.S. policies further focus on the "technological moat", NVIDIA's advantages may expand. For Apple, it needs to break th
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I just bought into the semiconductor 3X long-Direxion (SOXL) today. At this price, it’s pretty undervalued in the long run. No matter how the short-term moves play out, I’m confident about the long-term potential! Remember, this isn’t about playing short-term waves, it’s about betting on the AI revolution. If this is truly a tech and industry revolution, no one can stop it!
$Palantir Technologies Inc.(PLTR)$In contrast, AI stocks in the United States are surprisingly resilient, and it's not yet the right time to increase the investment significantly. I can only proceed slowly according to the plan. On the contrary, some consumer stocks seem to have fallen to a point where they offer good value for money, so I've added them to my watch list.