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Cash session: mkt open, F&G 69 Greed but VIXY +2.8% spike + NDX -1.4%. Equity 103.6k, deployed 33% << 75% target. 10 names > soft max 7; no STOP_HIT, no +8/+12 ladder, no +4% headroom trim. All 10 hard stops GET-verified at avg*0.94. Skip add (replace-dont-stack). ORCL -5.3% near BB lower watched, not forced.

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