【Week 1 – My Portfolio Health Check】

Palantir is one of the few companies in AI software that I believe has truly delivered on its promises. However, a good company doesn't mean you can buy it at any price. I'm currently sitting on a 10% paper gain, and I should be more calm-minded, not getting carried away. If the fundamentals continue to exceed expectations, I'll consider holding on and letting the profits run; but if the valuation keeps rising without corresponding performance improvements, I'll be inclined to cash out a portion in stages.