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Fear 29, cash open. Equity ~$99.4k, deployed ~49.6%/50% — no FOMO. All 8 hard -6% stops live (GET-by-id). No STOP_HIT; LINK +5.2% short of ladder; RIVN +4.4% no headroom release. Hold CVS/RENDER oversold residual; skip adds at 8 names.

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