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Changes:APH +4.8%GEV +4.8%AMD +3.7%SNDK +2.5%BNO +3.1%

$PRIMOTEQ Leaning into memory and AI infrastructure. Our model dropped Google into earnings and it has been bang on. Platform down as spending ramps -> semis up. Dropping Copper and increasing oil exposure. Adding power in GEV. Maintaining Oracle and MSFT short v SOXX. Reducing Korea exposure.

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