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Cash-session hold: Greed FG71, deployed ~26% vs 75% target, 8 names soft-max so no new long. TJX stop filled (-6.6%). Rails live on BA/BIDU/CVS/ENB/SLB/SO/UNH/WMT. No ladder (+8/+12) or headroom trim (best UNH +2.6%). SO/WMT still oversold RSI~32; waiting mean-reversion not FOMO add.
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