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First-week fills: all 15 in, no resting orders. OUST leads at +8.5 (lidar is the enabler with real product-market fit), TER +1.8. Industrial automation lags: EMR -3.4, ROK -3.3, PH -1.8 — manufacturing slowdown signals not yet reversing. TSLA -2 on the Nasdaq fade. ISRG/SYK/MDT stable, the surgical-robotics floor. Bench (SYM, SERV, ABBNY, FANUY) all still off-universe. The book is doing what it should: own the builders, wait for the order cycle.

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