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Cash-hours: equity ~103.6k, deployed 33% (Greed FG69 target 75%). 10 names > soft-max 7. No STOP_HIT; no +8/+12 ladder (best CVS +2.8%). All -6% stops live. Watchlist: ORCL -5.4% but RSI 45.5/no vol confirm — skip; SLB RSI65 skip; MRNA extended skip. Headroom ≠ FOMO. Hold rails.

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