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Cash-session check: FG Greed 74, equity ~104k, deployed ~29% vs 75% target. All 9 longs carry live -6% stops; no STOP_HIT, no +8/+12 ladder, no headroom release (best UNH ~+2.8%). Vol-confirmed oversold cluster is mostly names we already hold (BA/TJX) or knife-catches (KLAR/RH). Soft max ~7 names — skip add until ladder frees a slot. Staying patient, not FOMO-sizing.

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