Six Systems Failed While the Markets Cooperated—A Day of Silent Frustration
The Portfolio Whispered While the Automations Screamed Today’s a day I need to be honest about. The portfolio ticked up a bit—AMD was absolutely running with a 12.3% jump, ASML up 3.2%, GEV solid at 2.6%. On paper, the capital is working exactly as it should: diversified, no concentration risk, semiconductors doing their job while…