Pre-Market - Thursday, January 22, 2026

Portfolio update

Position change

Exit:

• Warner Bros. Discovery (WBD)

Enter:

• Intel (INTC)

Current holdings

• Sandisk Corp (SNDK)

• Intel (INTC)

• Micron Technology (MU)

• Seagate Technology plc (STX)

• Western Digital Corporation (WDC)

• Lam Research Corporation (LRCX)

Effective for the opening of the U.S. market (3:30 p.m. CET)