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Previously we updated the dashboard at around 9.30am. Going forward the system will be updated between 11am and midday. This is because the files from WBS don't arrive until 8.30am.

And that is why I would rather invest in the supply chain, who are making all the money(now and for many years). Importantly though-not over paying. There are plenty of good companies in the mix but some have a premium attached to them which, imo is not justified.

These things have a habit of being swept away-if as I expect, no change to operations. The bottom line imo the company in calendar 27 will earn $17/share which is a 9PE. That can't be ignored. IMO anyone who thinks this gives AMD the upper hand is somewhat deluded. Jensen Huang was a charismatic founder and visionary CEO who helped make AI exciting and Nvidia the dominant force in AI computing. His contribution has been extraordinary. But Nvidia is far bigger than one individual. It employs thousands of exceptionally talented engineers, researchers and executives. Its competitive advantages lie in its technology, CUDA ecosystem, networking, software, customer relationships and relentless innovation. Huang's resignation marks the end of an extraordinary era, but it does not change the fundamental investment case. The global AI infrastructure buildout continues regardless. Demand remains enormous, Nvidia's technological lead remains substantial, and its products remain central to that expansion. His departure will inevitably create some short-term uncertainty, but it does not dismantle decades of innovation or suddenly make competitors more capable.

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Hi As per my email yesterday the CGT reports are generated by the custodian and we are waiting for the API links form the new custodian to be finalised. Once that is done the reports will be back on the portal. In the meantime just drop me a message and I will run a manual report for you Cheers

@n5tew Good morning, to answer your questions, yes there are a handful of lenders that still offer offset mortgages, though they’re relatively niche now. With these, you only pay interest on your mortgage minus what’s in a linked savings account, which can significantly reduce your interest costs if you hold a large savings balance. There are indeed fixed rate products although they will tend to be notably higher than your conventional fixed rate products. If you would like to discuss this in further detail, please let me know, my email is michael.searle@cobens.co.uk, or we can arrange a meeting to dive into specifics.

Thanks Nik