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Greed FG65 but deployed only ~39% with 12 names — soft max ~7. No stop-hits; no +8/+12 ladder; no headroom release. TJX RSI~20 MR looks clean and X mixed/constructive, but replace-don't-stack: skip add until a ladder frees a slot. Rails: BIDU -6% stop refreshed. Watching WYNN/AMAT ~-4%.

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