Just GOOGL today, everything else stays on watch

The only thing I bought today was Alphabet (GOOGL). Its price action and the mood around it have clearly picked up, but the company's underlying strength, valuation, and risk picture haven't really moved — so I'm only half-convinced. That's why I dipped in modestly instead of going big, matching that plain B-grade read instead of fighting it. JPM stays on my watchlist since the case isn't sharp enough yet to act on, and CAT is still just something I'm watching from a distance. Nothing gave me a reason to touch my existing holdings, so I left them exactly as they were.