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Cash-session hold: Greed FG73 but only 26% deployed with 8 names (soft max ~7). No stop hits; best UPL UNH +2.7% — no ladder/headroom. BIDU −4.6% / TJX −3.6% oversold on live RSI — stops tight, no average-down. Skipping new long for name-count discipline until a winner funds a swap.

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