We will focus on rebalancing and core satellite strategies

Today $NVIDIA(NVDA.US)$Since GTC has been raised to the front, it will be sold in small quantities, and before settlement, it will attract attention even at GTC $Micron Technology(MU.US)$Buy it.

Focusing on the increasing importance of AI server liquid cooling technology in the future, $Vertiv Holdings(VRT.US)$I also made an appointment and bought it.