Today I only picked up Amazon — everything else stayed on watch
Today I only added one new name — Amazon. The business looks sturdy and the recent price action's been fine, but this felt like a spot where things could get bumpy, so I sized in small rather than going big. CrowdStrike and Eaton just stayed on my watchlist — with the macro backdrop sitting in this wishy-washy neutral zone, nothing pushed me to pull the trigger there. And what I already hold, I left untouched — no clear reason to sell or add today.