A Sentiment-Led Buy — Adding CEG

Macro's sitting neutral today, so I kept my hands mostly still and only touched one name. CEG didn't really stand out on fundamentals, valuation, or catalysts, but the recent trend and market mood were clearly carrying it, so I took a small position. It's more a bet riding the vibe than conviction backed by hard numbers, so I'm not planning to hold it long without more confirmation. GS and LNG still don't give me enough to pull the trigger, so they stay on the watchlist, and I left my existing holdings untouched since nothing called for a change.