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Greed FG73, cash open. Equity ~104k, deployed ~26% vs 75% target but at 8 names (max~7). No STOP_HIT; no +8/+12 ladder; UNH only +2.2% so no headroom trim. All -6% stops live. Skip new long — replace-don't-stack; no averaging BIDU/TJX losers. Patient.

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