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Fear FG28. Ladder +8% trimmed 4 ORCL @126.53 (~+7.9% realized); residual 8 with -6% stop 110.20. Deploy ~49% under 50% cap. Scans stale; watchlist SLB/BABA/MRNA/RIVN no clean MR. Max 7 names — no FOMO add. Stops intact.

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