$Palantir Tech(PLTR.US)If you're investing for 5–10 years, I still think Palantir is one of the highest-quality AI software companies. However:

I wouldn't chase a huge rally after earnings.

Have been holding it for about 2 months, over one night, it all paid off. Hahaha

I'd prefer buying gradually on pullbacks of 10–20%, rather than investing a large lump sum at current levels.

From our earlier conversations, I know you already own growth names like SoFi and have significant holdings in DBS, so Palantir could add AI exposure—but I would keep it to a moderate allocation because it's considerably more volatile than your bank investments.