$Curtiss Wright(CW.US)
Currently holding Curtiss-Wright with a cost around 627, now up about 18%.
The idea behind this trade was to get some growth exposure outside the usual QQQ and big tech names. CW is tied to aerospace, defense, nuclear and industrial systems, so the business drivers feel different from AI, software and semis.
Not treating this as a defensive holding though. It is still a stock, and the valuation is not cheap. Because of that, position size is something I’m watching.
For now, this remains a small satellite holding in my portfolio, not a core position.
@Bridge Buzz SG
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