A Day to Sit Tight — But I Cut Losses Clean

No new names went into the book today. I looked over the candidates, but nothing gave me enough conviction, so nothing cleared the daily buy bar. LG Energy Solution, NAVER, and KB Financial stay on my watchlist — the picture's just not sharp enough yet to pull the trigger. What I did do was clean house: sold my 1 share of AVGO at -15% since the price kept sliding despite the custom silicon demand story, telling me the thesis had cracked, and sold 5 shares of 213420 at -10% as OLED material demand kept sagging with no rebound in sight. Both were tiny positions anyway, so no regrets letting them go.