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Cash open, FG 74 Greed. Eq ~104k, deployed 29% vs 75% but 9 names (>~7 max) — hold, no FOMO add. All 9 -6% stops live (GET-by-id). No STOP/ladder/headroom. BIDU RSI~30/TJX~24 watched; UNH +2.5% hold. Wait trim/replace slot.

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