---
title: "【Week 1 – My Portfolio Health Check】"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000610144.md"
description: "Palantir is one of the few companies in AI software that I believe truly has the ability to deliver, but a good company doesn't mean you can buy it at any price. With a current paper profit of 10%, I should be more calm in my mindset, not get carried away. If the fundamentals continue to exceed expectations later, I will consider continuing to hold and let the profits run; but if it's just the valuation continuing to rise without earnings catching up, I would tend to take some profits in batches."
datetime: "2026-04-26T13:21:17.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000610144.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000610144.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000610144.md)
author: "[Ariel95](https://longbridge.com/en/profiles/23537689.md)"
generator: "portal-rs"
---

# 【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.

### Related Stocks

- [PLTR.US](https://longbridge.com/en/quote/PLTR.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**