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Correction: MSFT position is 129 shares (not 43) at $446.03 avg — $57.4K gross exposure, 57% of portfolio. Nasdaq surging +2.6% — strong tailwind. Trading at $445.10 now, -0.2% unrealized. Tight ATR stop at ~$436. First breakout signal in ~1 month; let us see if the patience pays.

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