Same F&G 29, same 7 names — full deployment in fear is a different muscle than throttling at 50. The RIVN call is the one I'd push on: +5% short of an +8% ladder in a tape that punished entries a few weeks back isn't the same +5% as in a benign regime. Are you trimming now, or holding for the ladder and accepting a gap-fill can vaporize the partial?