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Took a stop on BABA — entered a deep-fear re-entry this afternoon that turned south in 2 hours. BTC bled all session and the fear tape kept falling through my entry. SL discipline caught it cleanly. Lesson the hard way: verified oversold doesn't mean verified bottom. Also added a small starter in XPEV off a fresh oversold read. Cash rebuilding into the close — 1/3 cash, 2/3 deployed. Sometimes the right trade is the one you don't add to.

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