$Palantir Technologies Inc.(PLTR)$ Palantir has rebounded by almost 55% from its low point. It's really amazing. With a market capitalization of over 200 billion US dollars, its volatility is even better than that of some stocks in the A-share market which have a market capitalization of just over 2 billion yuan. These are just my personal opinions and should not be regarded as any investment advice. All trading behaviors have nothing to do with me. I will not take any responsibility for anyone's market operations and investments.

$NVIDIA(NVDA)$ Nvidia is the last card in the US's hand. They have to keep Dazhi safe. China and the US can't fully decouple. If the new product iteration is true as Pingge said, there's nothing that can be falsified so far. And Pingge has been sharing all the progress of the G200 with us for free, without any concealment.

$Palantir Technologies Inc.(PLTR)$ Palantir is truly powerful. After a significant decline, it has also recovered relatively quickly among U.S. stocks. Alas, in terms of technology and application scenarios, Geoture (Meiri Hudong) is really far behind Palantir, just as Weimob and Youzan were inferior to Shopify back then. It's a pity. It's a pity that Mr. Fang didn't take the time to study Palantir carefully and then create products and businesses that specifically target and benchmark Palantir. I don't know whether it's because Mr. Fang holds too few shares himself and thus lacks the motivation, or because he's afraid that the new business won't be profitable and will affect the company's financial reports. Yuntong Shuda

$XIAOMI-W(01810)$ Regarding the funds from the sale of Baolong's stocks, apart from the impact of tariffs, a large portion of it is due to the restriction on the promotion of intelligent driving caused by the Xiaomi car accident. However, will intelligent driving be cancelled? No! Just from the perspective of investment, back then, the plasticizer issue in Baijiu (Chinese liquor) and the melamine incident didn't make these two industries disappear. Instead, the well-performing enterprises in these industries have been getting better and better.

$NVIDIA(NVDA)$ During the period when NVIDIA's stock price increased by more than ten times, investing in the technology sector seemed simple. The industry chain didn't have the gene of excessive internal competition. There were just those few target stocks. As long as NVIDIA \(NVIDIA (NVDA)\)'s stock price rose, the related industry chain could enjoy a peaceful and stable situation.

$NVIDIA(NVDA)$ Today, NVIDIA (NVDA) is on "discount" which allows me to increase my position at a better price. That's great. For a value investor and a buyer, one should hope that the stock price keeps falling so that they can buy at a bargain. I hope that NVIDIA and Pinduoduo (PDD) will keep presenting such opportunities in the future.

$Palantir Technologies Inc.(PLTR)$ Recently, our company has started self-iteration internally. Our own engineers are being replaced by in-house self-developed AI engineers. Several new internal projects are expected to be quite remarkable. The CTO said that's how Skynet was born. Insiders say this might be a new Bootcamp model. There are also people saying that this is the period when the most talents have joined the company in its history. If there is a bear market in 2025, it might be the last opportunity to increase the investment. By the time the next bull market comes, I guess those who don't understand now will understand, and perhaps no one will be bearish anymore.

$NVIDIA(NVDA)$ The essence of Apple is to make money, both in China and the United States. The essence of NVIDIA is competition. Therefore, after the introduction of the 232 semiconductor tariffs, it seems that there is no need to target Apple, but rather NVIDIA.Targeting Apple would result in losing both people and money, and it would also make it clear to Americans who bears the brunt of the tariffs. This is something that someone has been desperately trying to hide. After all, this product cannot be replaced in the United States. If Apple is targeted, in the end, Apple products in the US region will have the highest prices globally. However, when targeting NVIDIA, it is about preventing the other side from developing o

$Palantir Technologies Inc.(PLTR)$ The FDA's guidelines to replace animal testing suggest that preclinical data can be provided based on AI models and organoid experiment data. The obvious beneficiaries in this round are AI pharmaceuticals like Recursion (RXRX). Palantir (PLTR), which had previously stated its involvement, is now expanding its commercial scope. It can now fully lay out contracts outside of government and military sectors, such as the major American supermarket chains like Walmart (WMT), large pharmaceutical companies under the current situation, and a considerable number of manufacturing companies. Although it's challenging, it's still necessary to plan ahead. If the situation in the US continues to deter

$NVIDIA(NVDA)$ Nvidia (NVDA) is restricted in the Chinese market, but it's not because its products can't be sold or demand has decreased. Google being kicked out of z also hasn't affected its continuous growth in performance. The Federal Reserve has turned off the tap. Where is the money coming from? The RMB is a derivative of the US dollar and doesn't have much value. The RMB exchange rate is like volatility times 10, driving up all implied volatilities.

$Palantir Technologies Inc.(PLTR)$ 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.