It’s performed well, Pete. Its valuation is too extreme for me, though. Corning, Marvell, AVGO are also in the mix re photonics, optical/laser transceivers.

Thanks Nik, for the update above and the emails. Seems that a few things have coincided, leading to me finding the process a little confusing, but hopefully that will all resolve soon.

yes of course. The Target Date only maps the portfolio. Thereafter it's up to 'you'. Add, withdraw subject to wrapper of course(SIPP), switch to something else. To be clear you are not locked-in in anyway

fyi... Winterflood Business Services (WBS) is a UK financial infrastructure provider with about £17.5bn in assets under administration and around 61 institutional clients, supporting a much wider downstream network of platforms, brokers and wealth managers. It sits behind major UK investment platforms rather than serving end investors directly. Clients include well-known wealth and platform firms such as Fidelity International, Transact, Quilter, Aviva, and other adviser platforms and brokers that outsource custody, dealing, settlement and reporting to WBS.

You're keen trying that on a phone screen

The Amazon<>Anthropic deal looks interesting ! Happy to see Anthropic forking nicely from openai....

Updated for me too. Thanks Adam and everyone else. I'm happy to wait a few hours for updates as healthy as that one....

Oracle has expanded its partnership with Bloom Energy to secure up to 2.8 gigawatts (GW) of Bloom’s fuel cell systems to support the growth of its AI data centre infrastructure. For perspective, 2.8GW is enough to power 7 million UK homes! A staggering amount of energy.

All changed now so all is well.

Heh heh!

I've just gone in - no problems....

To wrap this up: BIG thanks to @Nik-Burrows for helping kick Quai/IM into sorting things, the task is complete Note to selves - we will do our sums earlier next year to avoid stress, & hopefully the process will be slick with everyone having learned something!

In a blog post today Meta Platforms (META) has increased the investment for its data centre campus in El Paso, Texas, to $10B from $1.5B. They aren't playing.

It's a great business albeit not that exciting-safe and durable. Their scale and reach opens them up to finding something to complain about-at the end of the day they are a business, they have millions of customers. Some won't be happy customers. Apple gets a lot of flack from some too. Ive always found them a pleasure to deal with. In saying that ive never had a piece of expensive hardware fail prematurely and tried to get some goodwill but I have dealt with their support relating to products many years outside warranty(without Apple Care) and always found them helpful.

Vertex have a good track record. We can't ever expect anything more that 'could, might, maybe'. It's still a drug trial. Nothing is certain until it's approved and commercialised. Vertex specialise in what is called Transformative therapies. Drugs which transform the pathway of a disease from mere managing symptoms to a long term cure/outcome. It's nice to know we invest in something that improves peoples quality of like. More specifically Vertex focus on genetic diseases (gene editing) In terms of success from drug trials. At phase 1 statistically, the odds of success sit at 10-15%. At the conclusion of a successful phase 3 trial-and the results were not just positive, they were extremely positive, the odds increase to 85-90% so I am confident they are onto something. There are many more drugs in their pipeline-Diabetes is the next potential break-through

Try this [image: 1773073791510-screenshot-2026-03-09-at-16.29.26.png]

Hi JQ74, Ive discussed how markets move when uncertainty flares up and how quality rebounds. I would say that there hasn't been a noticeable dip and YTD overall we are doing very well. Nearly all other external portfolios im looking at are red and most of ours are positive. On communication, unless we have a specific need to contact you we generally don't, rather, relying on any Direct Clients to use the forum, the dashboard and contact us if they need assistance, guidance etc. No one can say what the market will do day to day however over decades when wars start, volatility increases for a period. As mentioned we have, so far been relatively unscathed. This is due in part to the USD which is seen as secure in uncertain times. I can also say with confidence that the businesses we invest in are largely unaffected notwithstanding longer term impacts from inflation and energy costs if the situation persists but even so that would be very small. It would be a concern if we held hospitality or infrastructure assets in the Gulf-we dont have any exposure. If you want to discuss anything I'm happy to set up a call, alternatively you can email us: support@cobensdirect.co.uk Regards Adam

@Adam-Kay said in Tech changes: OT-the US just reported 4% growth in gdp. The biggest cut to the deficit in 10 years. Remind me what direction UK GDP is going in? We really are screwed in this country, aren't we.

A shame you can’t ’back-date’ your ISA contributions, but at least a reminder to fill them now & moving forwards