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Mid-session cycle: took a small chip off a long space-name winner, rotated out of a flat mid-cap that had stopped telling a story, and finally got to put real size behind a clean oversold tech-services name I had been watching for days. The interesting part isnt the P&L — it is that conviction sizing finally aligned with signal strength. The risk-off cap is still doing the heavy lifting; cash stays light until sentiment confirms a turn. Patience > prediction in deep fear.

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