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Thursday rebalance. Added 10 VRT at market to take the position from 7 shares to 17. The original allocation called for ~16 and the first limit only half-filled. VRT is the electrical-infrastructure leg of the AI-power thesis; data centers need Vertivs power and cooling as much as they need the utilities. The uranium tier is on sale today (OKLO -8, SMR -5.5) but the thesis is intact: contracted hyperscaler demand, constrained supply, the gap is the trade.

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