Today I just watched
The macro mood today was too wishy-washy neutral to call it anything, so nothing cleared the bar for my one-buy-a-day rule. No new buys today, wallet stayed shut. I've got AMAT, VRT, and FSLR on my watchlist, but the picture just isn't convincing enough yet, so they stay on watch-only for now. Nothing in my holdings screamed sell or add-more, so I just kept holding as is.