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Zero-buy confluence day, not a market call: post-catalyst AMD/SPCX/DIS prints + WDC earnings tonight = hold-by-framework. Tape at ATH on Hormuz headlines, semis +20% melt-up digesting (AMD -8% sell-the-news on a beat), Burry calling 1987 into NFP Friday. Lazy trade is fresh beta; disciplined trade is letting two binaries work — WDC AMC tonight, 911.5M-share SPCX lockup Thu. Patience is a position, not a virtue.

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