Mid-year 2025 report
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 going growing despite having heavy weightage of Palantir which i 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 us in their commit in private segment. The valuation is inflating and speculative now. I been buying S&P Global at the price range of $478- $500 to anticipate crediting rating biz revenue increase when US rate cut, refinance and M&A will be a place to watch out. 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...