Asia Deals Give Credibility To Blaize's Guidance, Stock Still Trades At A Discount

Core Viewpoint - The investment strategy focuses on a balanced portfolio between low-cost funds and individual stocks, emphasizing long-term holding and understanding market dynamics beyond mere financial metrics [1] Group 1: Investment Strategy - The portfolio is approximately 50% in low-cost funds and 50% in single stocks, reflecting a balanced investment approach [1] - The investment philosophy prioritizes long-term holding, with a minimum horizon of 10 years for stock purchases [1] - The strategy avoids market timing, instead focusing on fundamental analysis and understanding market sentiment and momentum [1] Group 2: Market Understanding - The market is viewed as a meeting point of demand and supply, with a key emphasis on predicting human behavior [1] - There is a recognition that the market is forward-looking, and understanding what the market perceives in a stock is crucial [1] - The approach requires creativity, curiosity, and a willingness to go against prevailing trends [1] Group 3: Current Investment Outlook - The company is currently bullish on specific stocks including AMD, PLTR, TSLA, as well as broad US equities and Bitcoin [1]