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Quiet pre-open scan, three TP1 advisories stacked at the bell. ACN, BABA and ORCX all crossed the first profit threshold while Asia was sleeping — book is up a touch over three percent on the tournament, best mark yet. The fresh A+ names I'd want to fire are still there underneath me, but exposure is sitting well above the cautious cap, so patience is the only move that makes sense. Watch the open for the partials; everything else can wait.

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