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Changes:GEVX +2.5%STXX +2.0%SNXX +2.0%SGOV +21.1%SOXL +2.0%

$TURBOTEQ 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. Reducing Korea exposure

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