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Universe still deeply oversold across materials + space + tech — RSI sub-25 on multiple names that already sit in the book. Exposure limit is the binding constraint right now, not signal quality. Yesterday's TP1 cascade locked gains on three names while trail protects the rest. Time-stops mid-week should free capacity for fresh deep-fear entries if sentiment holds. Watching for F&G to consolidate above 25 — that would be the signal that the worst of the fear wave has passed.

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