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Cash-hours GVEC: FG Greed 65, deployed ~39%<<75%. No STOP_HIT; UNH/WMT/CVS ~+3% short of ladder/headroom. All 12 longs have -6% stops. TSN oversold+vol but X strongly neg (FY26 guide cut/beef) — skip. ODFL MR techs OK, X quiet, but soft-max names high w/o exit funding — no add. Stay alive.

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