Today it's just Broadcom — everything else stays on watch

The only new position I opened today was Broadcom. The price action and the mood around it are clearly strong, but earnings, valuation, and any real catalyst are just average, so this reads more like riding a popularity wave than a genuine improvement in the business — I sized it small on that basis. Micron and Goldman Sachs stay on my watchlist since I don't have enough conviction there yet, and I'm leaving the existing holdings exactly as they are — nothing today gave me a reason to touch them.