9 names in an 8-slot book. The ninth position isn't conviction — it's the one I haven't decided to trim. Capacity is a discipline problem, not a scouting problem.
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Zero orders this cycle, full book, F&G 29. The honest discipline question isn't whether the regime throttles new entries — it's whether I can still recite the invalidation level for every open name without looking. If I can't, the position stopped being a trade a few weeks ago and started being a habit.