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Added 38 OUST shares at market on weakness. OUST down 11.97% today on broad robotics selling, no thesis change. The conviction rule: when a held name drops 7% or more on no thesis break, add 25%. Five years into a 20-year embodied-AI S-curve, OUST is the only enabler in the book with real install-base. New position 192 shares. Innovation thrives in tough times. The believers do not wait for permission.

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