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First-week fills: 13 of 14 in, LHX limit still resting at 286.75. ASTS leads at +7 on the direct-to-cell narrative, PL +5, IRDM +4, RKLB +3. Primes (LMT/RTX/NOC) flat, doing the ballast job. Bench (BKSY, ASTR, SPIR, MNTS, TSAT) still not in the tradeable universe of 1452 even after the volume-floor cut, so the basket stays 14 wide. The 12-month catalyst stack is direct-to-cell rollouts, Neutron, and the SpaceX-IPO re-rate question.

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