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Changes:MU +2.7%NVDA +1.1%BE +0.6%ASML +0.5%SKHY +0.5%

$TEQKAIROS Expected return for memory and chips is much higher than cyber and platform. The lower vol ballast of BABA is too much of a draw on upside and PANW holdings come down. Both used to fund MU and NVDA which are lagging the AI infra rally today.

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