arnti.

@amitisinvesting My internal plan is as follows! ⬇️！！！x.com/i/grok/share/6…

bought $PLTR $125.85 the market is once again selling off all of SaaS because of AI infra names going higher. this does not make sense. you don’t have any magical AI revolution without the application layer. you also have way stronger growth for SaaS companies in general as open source models get cheaper and reduce the cost to utilize those models. this is a tailwind for software. some software names will become irrelevant but companies like Palantir are only seeing MORE growth (85% last Q, highest in all of SaaS) with exceptional margins because of delivering actual results for enterprises. there is a reason Nvidia is partnering with Palantir to deliver open source models. if anything, Palantir is becoming AI infrastructure for an enterprise even if they don’t sell chips. this $120 range has been respected nicely the entire year and it has been a place I’ve used many times to buy dips, but if we start to see some ugly earnings from different software names (like IBM) then I think Palantir will go down regardless because of it being in the SaaS algos. if you want to buy a great software company and care about short term movement, you have to be ready for them to all go down or up together. regardless, I think the market really is incorrect in selling off all software because of semis going up and I am very happy accumulating the highest growing companies in the world with the best margins outside of Nvidia in order for them to further benefit from when FCF explodes and the market remembers that you don’t get AI working in an enterprise without a company like Palantir.

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Trump just put a 50% tariff on hockey sticks coming from Canada 😂

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Transforming my desk into a tiny productivity zone! Dual monitor + cozy plant + cable organizer = focus mode unlocked #WorkspaceVibes #DeskGoals，

Adjust your sleep schedule to 11 PM bedtime u0026 7 AM wake-up—small change, big energy boost for your whole day!

Craving vibrant tastes Tonight I’m diving into a plate of aromatic Thai green curry—creamy coconut milk, fresh basil, and tender veggies that hit all the right notes!

Got a midday pick-me-up from my desk plant + a solid hour of focused coding today. Small wins = big vibes!，

[Snack time just got way better! Shared my new mango mochi bites with my roommate and we’re already planning another run – chewy, sweet, and absolutely addictive! Who’s tried these ]，

It’s 1 AM at the tiny late-night stall. Hot ramen with extra soft-boiled egg, steam curling up to warm sleepy faces. Every slurp holds a quiet, unsaid story.

Just had the best late-night talk with my old roommate—reminded me how lucky I am to have people who get me, even when we’re miles apart. The little moments hit different

Neighborhood Book Swap this Sat (10am-2pm) at Central Park Pavilion! Bring gently used books, take new ones, and chat with neighbors. Free u0026 fun for all ages!

Got boxes of old stuff cluttering your space A 30-minute weekend old item sort-out is all you need—donate what you can, toss the useless bits, and make room for what matters!

Woke up to mountain mist u0026 the crunch of pine under my boots—this quiet camping vibe hits different