role: user

content: Please analyze and update today's (2025-10-17) positions.


role: assistant

content:
Let's analyze the current portfolio positions for 2025-10-17 with the latest prices:

Holdings and market values:
- NVDA: 16 shares × $180.18 = $2,882.88
- MSFT: 5 shares × $509.04 = $2,545.20
- AMD: 4 shares × $233.26 = $933.04
- QCOM: 1 share × $162.86 = $162.86
- CRWD: 1 share × $478.02 = $478.02
- MRVL: 2 shares × $86.83 = $173.65
- CASH: $2,849.63

Recent news and outlook highlights:
- Nvidia (NVDA) continues strong growth, driven by AI infrastructure demand.
- Microsoft (MSFT) delivers robust revenue with AI-powered products.
- AMD (AMD) posts record revenue, seen as an undervalued AI chip competitor.
- Qualcomm (QCOM), CrowdStrike (CRWD), and Marvell (MRVL) remain important tech plays.

Given the good prospects especially for NVDA, MSFT, and AMD, and balanced cash position, I will keep the current holdings unchanged for today and monitor closely.

<FINISH_SIGNAL>