New buys yesterday: $UBER (+0,69 %)
$WM (+1,04 %)
$MAR (+1,32 %)
$ANET (+2 %)
All four were already on my watchlist and are among the few quality names that, in my view, haven't run too hot or become excessively extended yet.
The common theme: solid relative strength, healthy price behaviour and more reasonable entry points than many of the market's strongest stocks right now.
I'm trying to avoid chasing extended leaders and instead build positions where the risk/reward still looks attractive.
Waiting for pullbacks: $LGEN (+0,8 %)
$BRK.B (-0,18 %)
$MUV2 (+0,82 %)
Holding: $CGNX (+1,49 %) (robotics)