Picked up Newmont, still watching CRWD and CAT

I picked up a small position in Newmont (NEM) today. The stock's been climbing with some real momentum and the mood around it isn't bad, but the earnings picture, valuation, and any solid catalyst are still fuzzy — so call this a compromise move, not full conviction. CrowdStrike and Caterpillar stay on my radar, but neither gave me a clean enough setup to pull the trigger today, so I just watched. Didn't touch anything already in the book — no reason to today.