$Palantir Tech(PLTR.US) is bearish in the short term, $Alphabet - C(GOOG.US)$Apple(AAPL.US)

Discipline

Fear is not your enemy, it is your wealth accelerator.

Looking back over the past year, when market sentiment was extremely fearful, you should have felt exhilarated. There is not much difference between fear and courage, it's just a matter of perspective.

The market at the beginning of this year was hell mode for many people.

Going long on U.S. stocks is essentially going long on the American national destiny.

The prosperity of the United States is undeniable, leading the world into the third industrial revolution with AI development at its core.

Personally, I think being accustomed to a long-only mindset is also very risky, at least for options. I don't agree with the idea that U.S. stocks cannot be shorted. The market is unpredictable, and one needs to maintain a keen sense of smell. Once a black swan event occurs, there should be an opportunity to hedge rather than endure it head-on.

Pain and boredom are the themes.

Life is vast, mountains and rivers are just that—nothing more.

Control things without being controlled by them, control thoughts without being attached to them.