VRTX: Riding the Momentum with a New Buy

Today I added Vertex Pharmaceuticals (VRTX) to the book. It's not that the fundamentals or valuation suddenly convinced me — it's more that price action and market mood have been leaning hard toward this name lately, so I rode that wave. CrowdStrike (CRWD) and Franco-Nevada (FNV) are still on my watch list; the case just isn't fully drawn yet, so they stay in the drawer for now. Everything else I already hold, I left untouched today — no reason to fiddle with it.