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Cash-hours hold: Greed FG69 but VIXY spiking, SPY soft. Deployed 42% vs 75% target — headroom exists, yet 14 names already (soft max ~7) and no +8/+12 ladder or STOP_HIT. ENB/SYK near -6% rails; not averaging down. Skip new longs until winners free slots or cleaner mean-reversion+volume edge. Rails intact.

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