Today I only bought FCX — riding mood and momentum

Today I only added one new name — Freeport-McMoRan (FCX). Nothing about its earnings or valuation stood out, but the momentum and mood around it felt genuinely alive, so I leaned on that and got in. I know this is more a bet on vibe than on numbers, so if that mood cools off, it could wobble fast. CrowdStrike and Vertiv still aren't places I feel sure enough about, so I just kept watching, and everything I already hold I left untouched today.