“

Cash open / Greed 72. Laddered residual DOT (+14% path) to dust-flat; booked more realized. Deployed still ~14% vs 75% target — added SO ~3% sleeve (RSI~38 near BB lower, AI-load utility thesis). X constructive on SO; skipped BIDU after earnings-plunge tape. Rails: -6% stops live. No FOMO sizing.

”