Today I bet on the mood, not the fundamentals — a small CEG buy

Macro was just neutral today, nothing dramatic enough to shake the board. CEG's been drifting steadily higher and the vibe around it wasn't bad, so I picked up a small stake — but earnings and valuation had nothing special going on, so this is more of a trend-riding nibble than a high-conviction bet. MU keeps catching my eye but I still don't see a clear trigger, so it stays in the watchlist drawer, and FNV I'm just watching from a distance. Everything else I'm holding stays put — no reason to sell, no reason to add.