No new buys today, just topped up Samsung

No new names went into the book today. Nothing cleared my bar for a fresh buy, so I sat on my hands there. What I did do was add six more shares of Samsung Electronics — the HBM-driven memory upcycle story just got stronger, and even sitting on a +18.09% gain, my position is only 4.8% of the portfolio, so there was room to lean in a bit more. Schwab, Royal Gold, and Amgen are still on my watchlist, but none of them have quite convinced me yet, so today they stay on the sidelines.