Note to self.

I thought he had a great bear thesis of $pltr, apparently it turn out to be head & shoulder and fibonacci.

Credit to Shane Parrish "A good position allows you to think clearly rather than be forced by circumstances into a decision. One reason the best in the world make consistently good decisions is they rarely find themselves forced into a decision by circumstances. You don’t need

A company report great earnings: 30% revenue growth yet stock price tank 30%. Doesn't make sense, right? I used to think so but recently, after reading some books, I think it makes sense. Market moves per expectation whereby every investors try to front-run each other per

The public transport in Singapore is weird this week. Bus frequency has increased tremendously from few min to 15min during peak hours anecdotally. Taxi waiting time increased from a few min to 15min. I think a lot of people are out of Singapore to celebrate cny.

Responsibility. AI will replace roles of some but not all jobs. Was taking to a lawyer recently. I was asking him how AI will replace him. He said he won't replaced but he need to learn AI to supplement his possible change of role. AI cannot replace the responsibility of a

Last day of work before cny!!!

Market is red. Conventional advice: Don't look at red portfolio. I say: Look at your portfolio. Reflect on your feeling. Is it anger? Anxiety? Heart beat accelerate? Tempt to sell and remove the pain? I tell you : It is normal feeling. This is how our ancestors survive -

Still believe in this thesis. Sold zero and load gtc for another tranche.

$PLTR I just read Cassandra Unchained's new short report. This is BURRYSH1T. +10,000 words. Here are the 10 worst takes: 1. "Palantir’s margins are not even SaaS-level, but when Palantir’s functionality succumbs to the commoditization of AI coding tools, they will fall further."

youtube.com/shorts/-8FA8ZY… Japan PM is excellent at diplomacy at intimate level. She jumped along with Trump in US naval ceremony, comfortable with world leaders at big events and drummed with South Korea President. Impressive.

Liability. My mental model for depreciating, non-productive liabilities is to 1) enjoy it, 2) write off immediately. If I want to enjoy and buy a branded bag or car, I ensure it doesn't dent my networth, and write the amount off. If I cannot full payment that liability Eg

Growing capex for tech companies. Justified? CEO of amzn, tsla, Nvda, goog cited high demand & more opportunity, thus ramp up capex. While I generally believe so, but one has to be aware that CEOs have attained highest echoleon of salesmanship. Their unique skillset is to

My household is definitely not the lowest 20% but neither is top 20%. But I have something that most don't have - enough. I know what is enough, how much is enough and... I have enough.

Love this!

This post was triggered by my intern. She specialised in AI but struggle at times to solve technical electronic problems. Coding wise, she is fast but solving real world problem, she took a while, understandably. 🏮 🏮 🏮 🏮 🏮 🏮 🏮 🏮 As a test development engineer, part of

Investing. You don't have to prove you are right or wrong to me. I don't have to prove it to you either. My timeframe and thought process is differ from yours. You can be right in a year or without timeframe, but I can be right after a decade. We can debate and share

Three years ago. I standby my thesis that $pltr can, and likely will be the OS for AI, akin to window for PC. Been accumulating since DPO and sold nothing. A few thousand stocks currently.