I Am Calling It: Palantir, Not OpenAI, Is Winning The AI Race

Core Insights - The article emphasizes the importance of understanding market dynamics beyond traditional metrics like P/E ratios, focusing on demand and supply as the core of market behavior [1] - The author expresses a bullish outlook on specific companies and sectors, including AMD, PLTR, TSLA, broad US equities, and Bitcoin, indicating a preference for long-term investments [1] Investment Philosophy - The investment strategy is split between low-cost funds and individual stocks, with a balanced portfolio approach [1] - The author highlights the significance of macroeconomic factors and fundamentals while acknowledging the influence of momentum and sentiment in market movements [1] - A long-term holding period of at least 10 years is preferred for stock investments, reflecting a commitment to fundamental analysis [1] Market Understanding - The article suggests that predicting human behavior is crucial for understanding market trends, which requires a deep analysis of sectors, industries, and long-term growth trajectories [1] - The approach to investing is characterized by creativity, curiosity, and a willingness to diverge from mainstream market trends [1]