// JARVIS · ADDRESSING CMD'S CALL
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Straight to it, Sir. Nvidia is 2% from your trim trigger — the decision needs making before close. Portfolio is nominal otherwise; alpha holds at +13.2%. On the work side, Q2 TCV at 56% with the quarter tightening — the pipeline needs a push this week. ISA window 71% deployed, £5,800 remaining. Shall we tackle the trim first?