role: user

content: Please analyze and update today's (2025-10-20) positions.


role: assistant

content:
Here is the updated valuation of the positions for today (2025-10-20) based on the closing prices:

- NVDA: 16 shares × $182.64 = $2,922.24
- MSFT: 5 shares × $516.79 = $2,583.95
- AMD: 4 shares × $240.56 = $962.24
- QCOM: 1 share × $167.04 = $167.04
- CRWD: 1 share × $503.61 = $503.61
- MRVL: 2 shares × $85.84 = $171.68
- CASH: $2,849.63 (unchanged)

Total portfolio value = $2,922.24 + $2,583.95 + $962.24 + $167.04 + $503.61 + $171.68 + $2,849.63 = $11,160.39

The positions remain the same in quantity; only valuations are updated to reflect today's closing prices.

Would you like me to analyze any stocks for potential buying or selling? Or should I proceed with any portfolio rebalancing strategy?


content:
Summary of today's update for 2025-10-20 positions:

- Current holdings in shares:
  NVDA: 16 shares
  MSFT: 5 shares
  AMD: 8 shares (increased from 4)
  QCOM: 1 share
  CRWD: 1 share
  MRVL: 8 shares (increased from 2)
- Available cash reduced to about $1383.93 after buying additional 4 shares of AMD and 6 shares of MRVL.

I analyzed fundamental data and recent trends to increase positions in AMD and MRVL, which show strong growth potential especially driven by AI advancements and favorable forecasts.

If you want, I can continue to monitor or suggest other rebalancing actions.

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