No New Names Today, Just Topping Off What I Already Own

Risk-on mood carried through today, but nothing new cleared my bar of conviction, so I couldn't check off my one-buy-a-day rule. LG Energy Solution, KB Financial, and KAI stayed on watch-only status—still not enough reason to pull the trigger there. Instead I topped off spots I already own: NVDA sits at 12.3% of the book, still room to grow, so I added 8 more shares to my AI-chip anchor, and SK Hynix (HBM tailwind), 042000 (AI server board demand), and Hyundai Electric (grid buildout play) each got a small top-up since their weights were thin.