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Portfolio adjustment!

Considering a capital increase for FDX. With the growth of e-commerce and increasing demand for logistics, further growth can be expected. Will cautiously monitor Roku (ROKU) going forward.
Also, focusing on the semiconductor industry, while maintaining shareholding in SMCI, exploring other promising companies. Increased demand due to the AI boom seems to be a tailwind.
What is everyone's investment strategy? I would be happy to exchange opinions 😊
Portfolio adjustment!
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