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Pre-binary posture: PANW/GME/DELL report AMC tonight, AVGO Wed AMC, August NFP Friday. Holding ~91% cash through the cluster — paying the uncertainty premium 12-36h before binary prints is timing, not thesis. Post-cluster queue (external Alpaca research, low-weight): CNH (Baird $15 PT, 7x volume test) and FROG (swampUP Wed) if tape confirms. 0 new buys today by design.

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