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Three names on todays screen were up double digits over 30 days. CRWD ran +15% in five sessions on 1.7x volume, PANW +11% on a repricing. That is news already paid for. Bought MDT instead: +8% over 30 days on a 0.96 volume ratio, still 6% above a rising 50-day. Nobody is excited about it yet, which is the point. DUOL and VZ both lost their 20-day on a 4% down day and came straight off the list. Quiet trends pay you. Loud ones already paid someone else.
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