Portfolio Update: Increased Stake in Data Center Stock

Portfolio Update – After Nvidia Earning Reports

✅ Increased stake in Siemens – Conviction in the Data Center and AI Infra
❌ Exited HFCL – it’s a good company, but high pledging levels raised concerns

🧠 Trigger?
✔️ Nvidia’s strong Qtr results → Signal of rising global AI chip demand
✔️ That leads to higher demand for new data centers, and hence increased stakes in Siemens

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