0xdylan
Pinned
1. Mooers of the Year
In April 2025, I joined the moomoo community and began systematically sharing my thoughts on stock investment operations, practical experiences, and my understanding of the investment philosophies from several economic and financial investment books I've read. Over time, I gradually discovered that the community appreciates longer, logically complete analysis content, which has given me the opportunity to continuously write more in-depth and structured reflections.
Yesterday, I learned that I received the Mooers of 2025 annual recognition. This affirmation is both a surprise and a reminder for me. I want to thank every community member who has been willing to read, discuss, and offer different perspectives. Moving forward, I will continue to combine the insights gained from classic investment literature and methodological frameworks with real-world market experiences, presenting them in an intuitive and reviewable manner to share with everyone continuously.
If you want to gain a more systematic understanding of my investment style and the underlying thought process, you can refer to this previous interview by moomoo via the link 🔗: 👉 An INTJ Architect's Investment Philosophy
2. Stock Operations
Given the decent overall return on stocks over the past year, I recalibrated my goals for stock investments.After recently reading some works and interviews by Duan Yongping, I have become even more aligned with his emphasis on long-termism and anti-speculation principles. As a result, I’ve let go of the fixation on 'beating the S&P 500 every year' (Although the past three years have indeed outperformed![]()
）。
Among the more than thirty economics, finance, and investment books I have read, the most...
In April 2025, I joined the moomoo community and began systematically sharing my thoughts on stock investment operations, practical experiences, and my understanding of the investment philosophies from several economic and financial investment books I've read. Over time, I gradually discovered that the community appreciates longer, logically complete analysis content, which has given me the opportunity to continuously write more in-depth and structured reflections.
Yesterday, I learned that I received the Mooers of 2025 annual recognition. This affirmation is both a surprise and a reminder for me. I want to thank every community member who has been willing to read, discuss, and offer different perspectives. Moving forward, I will continue to combine the insights gained from classic investment literature and methodological frameworks with real-world market experiences, presenting them in an intuitive and reviewable manner to share with everyone continuously.
If you want to gain a more systematic understanding of my investment style and the underlying thought process, you can refer to this previous interview by moomoo via the link 🔗: 👉 An INTJ Architect's Investment Philosophy
2. Stock Operations
Given the decent overall return on stocks over the past year, I recalibrated my goals for stock investments.After recently reading some works and interviews by Duan Yongping, I have become even more aligned with his emphasis on long-termism and anti-speculation principles. As a result, I’ve let go of the fixation on 'beating the S&P 500 every year' (Although the past three years have indeed outperformed
Among the more than thirty economics, finance, and investment books I have read, the most...
Translated
![[Investment Philosophy] 2025 Annual Review (Long Article)](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260108/24e2458f1a1a5c7fdfcf5898bd6536e6.jpg?area=102&is_public=true)
![[Investment Philosophy] 2025 Annual Review (Long Article)](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260129/634dace6a81ac61a84b747c476d90876.jpg/thumb?area=102&is_public=true)
![[Investment Philosophy] 2025 Annual Review (Long Article)](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260107/eb2c1f9254eb5caadb6b9cf1d27769c6.jpg?area=102&is_public=true)
+22
279
109
51
0xdylan
voted
In the past few days, Michael Burry has again publicly expressed a bearish view $Palantir (PLTR.US)$, with the core argument being that large model companies represented by Anthropic are eroding its market space. I've been tracking Michael Burry's views on Palantir, but based on his recent statements, his analytical framework likely contains a critical bias—he seems to be treating PLTR as an 'AI model company.' If this premise doesn't hold, then the subsequent conclusions may very well have been flawed from the start.
This is also the core issue I want to discuss in this article — Is PLTR really an AI company?
Understanding this question is crucial for our investment in $Palantir (PLTR.US)$ . I previously wrote an in-depth analysis of PLTR which received positive feedback. Those who aren’t yet familiar with PLTR can check out this link 🔗:[Moat Analysis] One Article to Understand Palantir
Based on Palantir’s actual business structure, my assessment is:Its essence is not an 'AI model company,' but rather a data infrastructure company. A more accurate positioning would be: 'An ontology-based data governance and AI operating system company.'
That is to say,PLTR does not directly participate in the competition for large model capabilities; instead, it stands at a higher level, addressing a more fundamental issue...
This is also the core issue I want to discuss in this article — Is PLTR really an AI company?
Understanding this question is crucial for our investment in $Palantir (PLTR.US)$ . I previously wrote an in-depth analysis of PLTR which received positive feedback. Those who aren’t yet familiar with PLTR can check out this link 🔗:[Moat Analysis] One Article to Understand Palantir
Based on Palantir’s actual business structure, my assessment is:Its essence is not an 'AI model company,' but rather a data infrastructure company. A more accurate positioning would be: 'An ontology-based data governance and AI operating system company.'
That is to say,PLTR does not directly participate in the competition for large model capabilities; instead, it stands at a higher level, addressing a more fundamental issue...
Translated
![[Moat Analysis] Is Palantir Really an AI Company?](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260415/6a426f47afe957cd3bed35dc502db024.jpg?area=102&is_public=true)
![[Moat Analysis] Is Palantir Really an AI Company?](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260415/8102e8e095d38e88d011df8742a38b12.jpg?area=102&is_public=true)
![[Moat Analysis] Is Palantir Really an AI Company?](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260415/a587ee798fa153f1052d271417b2c757.jpg?area=102&is_public=true)
+2
32
1
7
0xdylan
reacted to
0xdylan
commented on
After reading through 'The Great Way,' a summary of Duan Yongping's insights, several times recently, my understanding of value investing has deepened further. This piece is primarily intended for those who genuinely wish to grasp the underlying logic of 'value investing.' However, one reality must be clarified first: as Buffett said, only a minority are accustomed to earning slow money, while most retail investors in the market lean towards making quick profits through stock trading, leading to frequent swing trading. Nevertheless, even if you engage in swing trading or active trading, understanding value investing remains meaningful. In the US stock market and other mature markets, there are still many outstanding companies that can be understood from an 'enterprise perspective.'
We often see people asking, 'Can I buy this stock at this price?' So, what is the basis for deciding whether it’s a good buy or not?
Benjamin Graham has a classic quote:'In the short run, the market is a voting machine but in the long run, it is a weighing machine,' where the 'weighing' refers not to sentiment, but to the intrinsic value of the company itself.
Returning to the fundamental logic:'Buying stocks is essentially buying companies, and buying companies means buying discounted future cash flows. Understanding a company means understanding its moat.'
This...
We often see people asking, 'Can I buy this stock at this price?' So, what is the basis for deciding whether it’s a good buy or not?
Benjamin Graham has a classic quote:'In the short run, the market is a voting machine but in the long run, it is a weighing machine,' where the 'weighing' refers not to sentiment, but to the intrinsic value of the company itself.
Returning to the fundamental logic:'Buying stocks is essentially buying companies, and buying companies means buying discounted future cash flows. Understanding a company means understanding its moat.'
This...
Translated
![[Investment Philosophy] A Comprehensive Guide to Value Investing: Calculating Intrinsic Value Using DCF Cash Flow Discounting (Long Article)](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260413/f74dcbe208bdb1eb3ed5ded2d8dcd6f2.jpg?area=102&is_public=true)
![[Investment Philosophy] A Comprehensive Guide to Value Investing: Calculating Intrinsic Value Using DCF Cash Flow Discounting (Long Article)](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260413/26fc86f907bcfaf22ee5379cae1c331d.jpg?area=102&is_public=true)
![[Investment Philosophy] A Comprehensive Guide to Value Investing: Calculating Intrinsic Value Using DCF Cash Flow Discounting (Long Article)](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260413/1d858e0501d1bd992989ac6da38dd9db.jpg?area=102&is_public=true)
+3
33
4
11
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
Many people's understanding of Pop Mart is still at the level of 'selling blind boxes.' When you go to the store, you see rows of small boxes. Opening them brings surprises, with hidden editions and probability mechanisms, making it easy to categorize this as a 'more sophisticated way of selling toys.'
$POP MART (09992.HK)$
However, if you look at the essence of the business, this understanding is misplaced. Blind boxes are just the surface. What truly drives Pop Mart’s growth is an entire system built around IP, supply chain, distribution channels, and consumer perception.
As a shareholder, I’ve read many analyses about Pop Mart, but it’s clear that many authors don’t belong to its consumer base.If you never visit the stores, don’t participate in the box draws, or understand why users repeatedly buy, and only analyze from a financial or valuation perspective, it’s easy to underestimate its true competitive advantage. Because this company, at its core, isn’t selling 'toys,' but rather managing emotions and culture. And this aspect is hard to discern from financial statements unless you’re actively involved.As someone who frequently visits Pop Mart stores and consistently makes purchases, I’d like to break down its true competitive advantage from the perspective of a 'user.'
Some people didn't participate much in the earlier IPs, but got really into the Star People. I'm one of them. I don't consider myself someone who follows trends, and I hardly ever bought different IPs before. Even when Labubu was at the peak of its popularity, I didn't buy it, but with the Star People...
$POP MART (09992.HK)$
However, if you look at the essence of the business, this understanding is misplaced. Blind boxes are just the surface. What truly drives Pop Mart’s growth is an entire system built around IP, supply chain, distribution channels, and consumer perception.
As a shareholder, I’ve read many analyses about Pop Mart, but it’s clear that many authors don’t belong to its consumer base.If you never visit the stores, don’t participate in the box draws, or understand why users repeatedly buy, and only analyze from a financial or valuation perspective, it’s easy to underestimate its true competitive advantage. Because this company, at its core, isn’t selling 'toys,' but rather managing emotions and culture. And this aspect is hard to discern from financial statements unless you’re actively involved.As someone who frequently visits Pop Mart stores and consistently makes purchases, I’d like to break down its true competitive advantage from the perspective of a 'user.'
Some people didn't participate much in the earlier IPs, but got really into the Star People. I'm one of them. I don't consider myself someone who follows trends, and I hardly ever bought different IPs before. Even when Labubu was at the peak of its popularity, I didn't buy it, but with the Star People...
Translated
![[Moat Analysis] A Comprehensive Overview of Pop Mart: It's Not Selling Blind Boxes, But Industrializing 'Emotions' (Long Article)](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260407/83ec61110cc79af65c8cecf09cd57b52.jpg?area=102&is_public=true)
![[Moat Analysis] A Comprehensive Overview of Pop Mart: It's Not Selling Blind Boxes, But Industrializing 'Emotions' (Long Article)](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260407/b9bcd60f61e8f1f8bcfe0d27c71b9b13.jpg?area=102&is_public=true)
![[Moat Analysis] A Comprehensive Overview of Pop Mart: It's Not Selling Blind Boxes, But Industrializing 'Emotions' (Long Article)](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260407/c749deffa6db6b7123b91456ed15e164.jpg?area=102&is_public=true)
+23
41
4
8
0xdylan
commented on and voted
Many investors in China’s A-share market have recently been asking a question:Young people are drinking less and less baijiu, so $Kweichow Moutai (600519.SH)$ Can it continue to make money in the long term?
This question is actually quite typical. However, if we break down the baijiu industry, we will find that much of the discussion conflates two completely different logics.
1. The demand structure of the baijiu industry has never centered on young people.
Many see that young people are not drinking baijiu and naturally conclude that the baijiu industry will decline. However, the reality is,The true core consumer group for Chinese baijiu has always been men aged 35 and above. The main consumption scenarios include business banquets, gatherings with friends, wedding banquets, and holiday gift-giving.Young people have never been the main consumer group for baijiu., so the impact of 'young people not drinking baijiu' on short-term demand in the industry is actually not as significant as many people imagine.
2. Premium baijiu and regular baijiu are, in fact, two entirely different industries.
If you simply view the baijiu industry as a whole, it's easy to reach a pessimistic conclusion.However, in reality, low-end mass-market baijiu relies on sales volume, while premium baijiu depends on brand, social value, and scarcity.Like $Kweichow Moutai (600519.SH)$ Such premium liquor is, in essence, closer to a form of 'social currency.' In many business and gifting scenarios, what people are purchasing is not just the liquor itself, but a representation of status and a medium of social communication. This is why, despite China having thousands of distilleries, only a few truly capture the bulk of the industry's profits...
This question is actually quite typical. However, if we break down the baijiu industry, we will find that much of the discussion conflates two completely different logics.
1. The demand structure of the baijiu industry has never centered on young people.
Many see that young people are not drinking baijiu and naturally conclude that the baijiu industry will decline. However, the reality is,The true core consumer group for Chinese baijiu has always been men aged 35 and above. The main consumption scenarios include business banquets, gatherings with friends, wedding banquets, and holiday gift-giving.Young people have never been the main consumer group for baijiu., so the impact of 'young people not drinking baijiu' on short-term demand in the industry is actually not as significant as many people imagine.
2. Premium baijiu and regular baijiu are, in fact, two entirely different industries.
If you simply view the baijiu industry as a whole, it's easy to reach a pessimistic conclusion.However, in reality, low-end mass-market baijiu relies on sales volume, while premium baijiu depends on brand, social value, and scarcity.Like $Kweichow Moutai (600519.SH)$ Such premium liquor is, in essence, closer to a form of 'social currency.' In many business and gifting scenarios, what people are purchasing is not just the liquor itself, but a representation of status and a medium of social communication. This is why, despite China having thousands of distilleries, only a few truly capture the bulk of the industry's profits...
Translated
28
13
2
0xdylan
commented on and voted
$Palantir (PLTR.US)$ Essentially, it is McKinsey of the AI era". The difference lies in McKinsey selling unquantifiable strategic optimization insights, while PLTR has chosen to engineer, quantify, and even systematize 'strategic optimization'.To deeply understand this company’s moat, it is necessary to read through the following three sections carefully.
Part One:
Let’s delve deeper into this, $Palantir (PLTR.US)$ Palantir's business model 'Ontology' is not only a philosophical concept but also the essence of its core products AIP (Artificial Intelligence Platform) and Foundry.Simply put, ontology is Palantir’s ultimate solution to the 'data silo' problem.
1. What is Palantir's Ontology?
In computer science, ontology refers to the formal description of concepts, entities, and their interrelationships within a specific domain.
For enterprises, data is often scattered across different Excel sheets, SQL databases, or cloud logs.
Traditional approach: What you see are lines of code and numbers (e.g., Order_ID: 12345).
Palantir's ontology: It transforms this dry data into real-world"Objects," "Attributes," ...
Part One:
Let’s delve deeper into this, $Palantir (PLTR.US)$ Palantir's business model 'Ontology' is not only a philosophical concept but also the essence of its core products AIP (Artificial Intelligence Platform) and Foundry.Simply put, ontology is Palantir’s ultimate solution to the 'data silo' problem.
1. What is Palantir's Ontology?
In computer science, ontology refers to the formal description of concepts, entities, and their interrelationships within a specific domain.
For enterprises, data is often scattered across different Excel sheets, SQL databases, or cloud logs.
Traditional approach: What you see are lines of code and numbers (e.g., Order_ID: 12345).
Palantir's ontology: It transforms this dry data into real-world"Objects," "Attributes," ...
Translated
![[Moat Analysis] One Article to Understand Palantir](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260206/8e4ef48fffc42cac2894b702649fec89.jpg?area=102&is_public=true)
![[Moat Analysis] One Article to Understand Palantir](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260206/0db01b817248f4d538057af633971a46.jpg?area=102&is_public=true)
![[Moat Analysis] One Article to Understand Palantir](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260206/2273f0600814e1f252224741fd5dde69.jpg?area=102&is_public=true)
236
159
105
0xdylan
voted
$Uber Technologies (UBER.US)$ It has fallen 30% from its historical high, so does it still have potential in the future? In this article, we will break it down into five parts to discuss in detail.
Part One: Introduction to Uber
$Uber Technologies (UBER.US)$ It is a globally leading mobility and local delivery technology platform currently experiencing strong financial growth and strategic expansion. Below is an overview analysis based on the latest internal financial data.
1. Basic Information and Business Composition
Uber Technologies was founded in 2009 and is headquartered in San Francisco, USA. It went public on the New York Stock Exchange in 2019. The company’s core is an on-demand technology platform that connects consumers with suppliers, and its business is mainly divided into three segments:
Mobility:The core ride-hailing business.
Delivery:Known as Uber Eats, it provides food and grocery delivery services.
Freight:A logistics platform connecting shippers with carriers. The company operates in more than 70 countries globally and belongs to the application software industry, involving cutting-edge sectors such as autonomous driving, food delivery concepts, and smart driving-related stocks.
Here, we will specifically discuss the competitors in each business segment:
Mobility (transportation services)
The competition in this area is divided into three layers.
First layer: Substitute competition
Uber doesn't just compete with ride-hailing services. Its true alternatives include: private car ownership, taxis, and public transportation.
In many cities, the...
Part One: Introduction to Uber
$Uber Technologies (UBER.US)$ It is a globally leading mobility and local delivery technology platform currently experiencing strong financial growth and strategic expansion. Below is an overview analysis based on the latest internal financial data.
1. Basic Information and Business Composition
Uber Technologies was founded in 2009 and is headquartered in San Francisco, USA. It went public on the New York Stock Exchange in 2019. The company’s core is an on-demand technology platform that connects consumers with suppliers, and its business is mainly divided into three segments:
Mobility:The core ride-hailing business.
Delivery:Known as Uber Eats, it provides food and grocery delivery services.
Freight:A logistics platform connecting shippers with carriers. The company operates in more than 70 countries globally and belongs to the application software industry, involving cutting-edge sectors such as autonomous driving, food delivery concepts, and smart driving-related stocks.
Here, we will specifically discuss the competitors in each business segment:
Mobility (transportation services)
The competition in this area is divided into three layers.
First layer: Substitute competition
Uber doesn't just compete with ride-hailing services. Its true alternatives include: private car ownership, taxis, and public transportation.
In many cities, the...
Translated
+5
448
354
31
0xdylan
commented on
1. Event: Why we are paying attention to oil
Recently, there has been a fairly noticeable catalyst in the market: due to the conflict in Iran, the closure of shipping routes near the Hormuz Strait has led the market to start pricing in crude oil supply risks again.
Many people may not know that about 20% of the world's crude oil transportation passes through the Hormuz Strait. So once there is a conflict here, the market usually reacts quickly: crude oil prices rise, and oil stocks rise. This is actually a very typicalgeopolitical trading logic。
The Strait of Hormuz is widely recognized as the most critical chokepoint for global oil trade. According to data from the U.S. Energy Information Administration (EIA) and related shipping monitoring agencies, the flow of crude oil and condensate through this strait typically accounts for approximately 20% to 30% of the world's total oil supply.
Here are a few key facts about the importance of this strait:
1. Core geographical location
The Strait of Hormuz connects the Persian Gulf with the Gulf of Oman and serves as the only maritime route through which oil-producing countries such as Saudi Arabia, Iraq, the UAE, Kuwait, and Qatar export their oil to global markets.
2. Overview of energy flows
Oil: Approximately 20 million barrels of oil pass through this strait daily. If the strait were to close due to geopolitical factors, global oil prices could surge significantly due to supply disruptions.
Liquefied Natural Gas (LNG): In addition to crude oil, about 20% of the global...
Recently, there has been a fairly noticeable catalyst in the market: due to the conflict in Iran, the closure of shipping routes near the Hormuz Strait has led the market to start pricing in crude oil supply risks again.
Many people may not know that about 20% of the world's crude oil transportation passes through the Hormuz Strait. So once there is a conflict here, the market usually reacts quickly: crude oil prices rise, and oil stocks rise. This is actually a very typicalgeopolitical trading logic。
The Strait of Hormuz is widely recognized as the most critical chokepoint for global oil trade. According to data from the U.S. Energy Information Administration (EIA) and related shipping monitoring agencies, the flow of crude oil and condensate through this strait typically accounts for approximately 20% to 30% of the world's total oil supply.
Here are a few key facts about the importance of this strait:
1. Core geographical location
The Strait of Hormuz connects the Persian Gulf with the Gulf of Oman and serves as the only maritime route through which oil-producing countries such as Saudi Arabia, Iraq, the UAE, Kuwait, and Qatar export their oil to global markets.
2. Overview of energy flows
Oil: Approximately 20 million barrels of oil pass through this strait daily. If the strait were to close due to geopolitical factors, global oil prices could surge significantly due to supply disruptions.
Liquefied Natural Gas (LNG): In addition to crude oil, about 20% of the global...
Translated
![[Options Framework] How Geopolitics Turns into a Trading Opportunity: A Call Options Operation on Occidental Petroleum (OXY)](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260313/f78669d4fdb3958e567b8582bd11b16c.jpg?area=102&is_public=true)
![[Options Framework] How Geopolitics Turns into a Trading Opportunity: A Call Options Operation on Occidental Petroleum (OXY)](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260313/30ed7c1989ce9bca09ef5af638138846.jpg?area=102&is_public=true)
![[Options Framework] How Geopolitics Turns into a Trading Opportunity: A Call Options Operation on Occidental Petroleum (OXY)](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260313/c45d0481b81e2312d070f1a0233f4a30.jpg?area=102&is_public=true)
223
209
18
0xdylan
commented on and voted
[Options Framework] Why am I confident to use options to buy PLTR at the bottom during market panic?
$Palantir (PLTR.US)$ has always been one of my major holdings, and I have been studying this company for a long time. If you want to know why I've been following PLTR for so long, you can read the analysis I wrote before:
👉🏻 A Comprehensive Overview of PLTR
It was precisely because I had sufficient understanding of the company's fundamentals that I dared to use an options structure to buy the dip when the generative AI sector showed clear signs of panic earlier. $Palantir (PLTR.US)$, see this specific link:
👉🏻 How to Bottom-Fish PLTR Amid Panic
Moo friends who regularly read my articles might know that this year, I actually made a change:I've given up on same-day expiry options (0DTE) and no longer engage in high-frequency short-term trading where I try to make tens of dollars with hundreds of dollars. I’ve written about the specific reasoning in a previous article:
👉🏻 Why I Gave Up on Same-Day Expiry End-of-Day Options?
Starting this year, I hope to focus more onunderstanding the company itself, rather than just discussing how much money was made. Often, how much money is earned is just the result.What truly matters is understanding: Why a company makes money, and whether this ability to generate profits can be sustained over the long term.
If a method is replicable, it is truly valuable in the long term. So next, I might write more analysis about economic moats rather than just talking about trading results. Because I increasingly feel that:The market is driven by sentiment in the short term, but by business models in the long term.
👉🏻 A Comprehensive Overview of PLTR
It was precisely because I had sufficient understanding of the company's fundamentals that I dared to use an options structure to buy the dip when the generative AI sector showed clear signs of panic earlier. $Palantir (PLTR.US)$, see this specific link:
👉🏻 How to Bottom-Fish PLTR Amid Panic
Moo friends who regularly read my articles might know that this year, I actually made a change:I've given up on same-day expiry options (0DTE) and no longer engage in high-frequency short-term trading where I try to make tens of dollars with hundreds of dollars. I’ve written about the specific reasoning in a previous article:
👉🏻 Why I Gave Up on Same-Day Expiry End-of-Day Options?
Starting this year, I hope to focus more onunderstanding the company itself, rather than just discussing how much money was made. Often, how much money is earned is just the result.What truly matters is understanding: Why a company makes money, and whether this ability to generate profits can be sustained over the long term.
If a method is replicable, it is truly valuable in the long term. So next, I might write more analysis about economic moats rather than just talking about trading results. Because I increasingly feel that:The market is driven by sentiment in the short term, but by business models in the long term.
Translated
![[Options Framework] Why am I confident to use options to buy PLTR at the bottom during market panic?](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260307/56f8c0f1e6755c62f5c9af3f24bfe8ff.jpg?area=102&is_public=true)
![[Options Framework] Why am I confident to use options to buy PLTR at the bottom during market panic?](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260307/57059f16a80aae58a91e1bd34e49b4e6.jpg?area=102&is_public=true)
39
7
1
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)
0xdylan OP Phoenixberger : Thank you for your attention![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
0xdylan OP 捕影修罗 : Thank you for your support.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
0xdylan OP 152326549 : You're welcome.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
0xdylan OP 72595681 : I was the same way when I first started. I mainly relied on reading and self-study, and I believe you can do it too. Keep it up!![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
0xdylan OP InvestBest投资正道 : You're welcome, thank you for your support![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
View more comments...