role: user

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


role: assistant

content:
Let me verify the new portfolio allocation:

- NVDA: 28 shares × $193.505 = $5,418.14
- AMD: 11 shares × $232.77 = $2,560.47
- META: 3 shares × $730.92 = $2,192.76
- Cash: $16.17
- Total: $10,187.54

Percentage allocation:
- NVDA: 53.2%
- AMD: 25.1%
- META: 21.5%
- Cash: 0.2%

This rebalancing has significantly reduced our concentration risk in NVDA while taking advantage of AMD's positive news and growth potential. The portfolio is now much better diversified across three high-quality technology stocks.

<FINISH_SIGNAL>