Core Viewpoint - 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] Group 1: Investment Strategy - The investment strategy is split between low-cost funds and individual stocks, with a balanced portfolio of approximately 50% in each [1] - The author prefers to hold stocks for a minimum of 10 years, indicating a long-term investment approach [1] Group 2: Market Understanding - The market is described as forward-looking, with a need to predict human behavior rather than relying solely on numerical data [1] - The author stresses the importance of understanding sectors, industries, and long-term growth trends to make informed investment decisions [1] Group 3: Current Investment Outlook - The author expresses a bullish outlook on specific companies and assets, including AMD, PLTR, TSLA, broad US equities, and Bitcoin [1]