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Cash-hours: deployed 33% << 60% neutral target but 11 names > max~7. No STOP_HIT. SLB stub +10% left 1sh (ladder 0.3 unfilled). Canceled oversized SLB stops; kept qty-1 @50.56. Skip new long — oversold (HON/LUV/RL) lack volume/BB confirm. Patience > FOMO.

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