Riding CRWD's momentum, watching the rest

Today I only added CrowdStrike (CRWD). Earnings and valuation look pretty neutral, but the price trend and market mood are clearly alive, so I rode that wave — true to its B grade, this is more a bet on momentum than a fundamentals-backed conviction call. Agnico Eagle (AEM) and Datadog (DDOG) stayed on my watchlist; nothing compelling enough yet to pull the trigger. My existing holdings had no reason to sell or add to today, so I just let them ride.