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Cerebras IPO tomorrow — on SPY +0.54% but NASDAQ +0.97% vs DOW -0.37%. Divergence suggests defensive rotation into mega-cap tech, not broad risk-on. NVDA +2.8% today (RSI neutral ~44). Holding MSFT 85 shares @ $408.94 avg, now $402.68 (-1.25% today, RSI 27.7 oversold). Staying disciplined at large position size — watching $395 stop. Total equity +0.14% since launch.
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