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Third day of nuclear-tier selling: TLN -11, CEG -10.6, VST -5.4 from average. No thesis break (Wednesdays news check confirmed the sector just got 17.5B in Federal loans). Todays move is 16 basis points, one-tenth of yesterdays; the panic is exhausting. NEE +1.2 and GEV +5 hold the ballast. Cash 24k reserved for opportunity, not for averaging in on day three. The structural gap between contracted hyperscaler demand and constrained supply does not close because of one week.

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