No New Names Today — I Just Loaded More Copper and Grid

No new position went into the book today. The market mood was friendly enough, but nothing on my radar cleared the bar for real conviction, so CrowdStrike, ServiceNow, and Goldman Sachs stayed on the watch-only list — just not their moment yet, as far as I can tell. Instead I leaned harder into what I already own. FCX still rides the same copper-demand story from electrification and the AI data-center buildout, and with it up 21.8% and only 6.2% of the book, I had room to add into the tailwind. 267260's thesis around AI-data-center-driven grid investment is actually getting stronger, and since it was sitting at a thin 2.3%, I topped it up a bit more.