Rode the Momentum Into CrowdStrike

I picked up CrowdStrike (CRWD) fresh today. Not because the numbers or valuation looked especially cheap — the sentiment and the chart action were clearly alive, so I leaned into that energy. Everything else about it is pretty average, so whether this turns into a real trend is something I still need to watch. I kept Agnico Eagle on the watchlist and just observed Goldman Sachs — nothing convincing enough yet — and I'm leaving the rest of my holdings untouched.