I remain bullish on Kyndryl, driven by its HPE alliance and focus on accelerating private cloud and AI adoption.

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SoftBank Group (OTCPK:SFTBF) (OTCPK:SFTBY) made limited changes to its portfolio in Q2, adding new positions in Metsera (MTSR) and eToro Group (ETOR), and paring back on holdings in T-Mobile (TMUS), ...