Investment Diary

 I just added more shares in Crowdstrike, a leading cybersecurity service in the industry. I believe Crowdstrike will continue grow based on P/S, FCF are increasing despite the target price down by the experts. In the recent event, APT actors are attacking essential services in the countries and global company like Microsoft is facing the similar threats and stop hiring certain nationality in the respective department. Those hackers are not doing this for money purpose but might be pursing national interests. Many experts down Crowdstrike target price due to believing the price has been perked therefore it led to slight dipping by institution/ retail investors. I believe Crowdstrike has strong growth in computing cloud despite AI still in early stage and the Big three cloud company (Amazon, msft and googl) are still growing their service which creating a demand in security cloud space.

We are in the middle of 2025, there are Trump tariffs and wars in the rest of the world created uncertainties may affect our investment returns or performance.  My investment portfolio overall still growing despite having heavy weightage of Palantir, which I am still confident to hold. In order for US government to create efficiency on defense sector, Palantir is the only trusted software to organise LLM. The more chaos in geopolitics, the more stronger Palantir will be. There’s some upside awaiting for them to commit in private segment. The valuation is inflating and speculative right now.  I been buying S&P Global at the range of  $478- $500, refinance and M&A will be the potential drivers to move the credit rating when US rate cut. I will keep buying S&P Global whenever I see there's opportunity arise it'll going to be my core equity in the future, as I consider this company carries strong fundamentals, cash generator and strong cash flow despite economic t...