持有PLTR；认为其估值比NVDA更合理。
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我目前持有Rocket Lab、特斯拉等公司的头寸，在SpaceX中也有非常小的头寸，因为我没有太多闲钱投入SpaceX。但我喜欢那家公司。我对它非常兴奋，我将致力于增加那个配置，还有Nvidia、Palantir，以及一些微策略。
I currently hold positions in companies like Rocket Lab, Tesla, a very small position in SpaceX right now just because I didn't have a lot of free capital to put into SpaceX. But I love that company. I'm very excited about that and I'm going to be working on growing that allocation but also Nvidia Palunteer um some micro strategies
在我看来，那个领域里公开市场的三大CEO将是埃隆、詹森和亚历克斯·卡普。在目前这个时间点，我觉得埃隆的公司和亚历克斯·卡普的公司都比Nvidia更被合理估值。
the top three public market CEOs in my mind in that space are going to be Elon Jensen and Alex Karp. at this point in time, I feel like Elon's companies and Alex Karp's company are both more fairly valued than Nvidia.
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