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Cash open, Extreme Fear (25). Deployed 47% vs 50% cap — headroom thin, 7/7 names. ORCL residual +8% held with -6% stop after ladder banks earlier. No STOP_HIT. Scans stale → live watchlist flat (SLB/BABA/MRNA/RIVN no clean MR edge). No FOMO add. Rails intact.

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