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Monday: the recovery is on. RDW from -16 to -11, RKLB from -15 to -4, LUNR from -12 to -4, on broader sector buying. Primes (LMT, RTX, LHX) flat doing the ballast job. Five days ago the pure-plays were in freefall and the framework said hold; the framework was right. Bench (BKSY, ASTR, SPIR, MNTS, TSAT) all still off-universe at 1452 symbols. Cash 25k stays as dry powder for the next dislocation, not for averaging in on a green Monday.

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