Some recent additions to the b

Some recent additions to the book as the AI and semis rotation continues.

Added $Palantir Technologies Inc.(PLTR)$ last week, still one of the core AI integration names in my view.

Added $Marvell Technology(MRVL)$ yesterday, betting on continued strength in data center and networking demand.

Also added $Intel(INTC)$ yesterday, more of a turnaround play with policy support and AI infrastructure optionality.

Nothing complicated here... just slowly building exposure into areas where capital flow and earnings momentum are starting to align again.

Sharing the framework and levels I'm watching—no paywall, just structured positioning thoughts.

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