I asked Codex to fix my Wordpress Asgaros forum issue - and here is what happened...

My UK capital gains tax calculator website www.ukcgt.xyz had an issue. All my posts on the Asgeros forum on the site where displaying my private email address!

I tried asking Google for a solution and also ChatGPT on Google and spent many hours trying to solve the problem to no avail.

Finally, I tried Codex.

T212 Update £181k portfolio - I'm DOWN £12k in a week!

I have just added a £10K new deposit to my T212 Invest account, so the £181k value is actually over £12k down from last week.

AI is down again today - I am still BUYING!

AI shares are down today but compute needs are going up. Companies need more AI compute not less. Demand is strong. Large companies say they intend to spend more on AI, not less. They want their own in-house models to do their own training and develop their own agents because they all see the value in AI but do not want to be held hostage by AI providers and their haphazard model costs and changes.

Time to buy AI picks and shovels companies again?

Recent doubts about AI not being profitable has caused a sharp price drop (10-15%), but now the market is beginning to think they have over reacted! Memory suppliers have secured safe, long-term orders. Large companies have increased their capital expenditure on AI, not decreased it. Quarter profit numbers are showing positive gains.

Memory manufacturers are starting to recover today.

T212 £183k Portfolio Update and memory suppliers

My two accounts were both down at the end of this week. During the week, some of my holdings were stopped out and sold. 

Stock that stopped out and sold was Moderna (sold £1k for £400 gain) and Micron (sold £2.7k for £1.1k gain). Also OSCR (sold £1923 for £368 gain).

I topped up on AMAT, HYNIX and Korea ETFs. Also Solar Energy Infrastructure.

Here are a few of my newer purchases:

Samsung and Hynix are down - massive buying opportunity!

There is a memory shortage. There will continue to be a memory shortage for at least the next 3 years. The SK Hynix and Samsung price is down 20% this week. 

Planned/announced capacity ramp (HBM/AI-memory related), as reported by recent coverage:

T212 £186k Portfolio update 2026-07-03

Not much change (-£1k)  overall this week. I used the tech stock dip to buy what I hope are cheaper shares, so I now have little spare cash left now in both accounts.

• Bought £2K of MSFT at $371
• Bought £1k Corning at $254
• Bought £1k META at $598
• Bought £1k Broadcom at $366

Here are recent purchases this week (TOELY was last week).