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Friday pre-close. SPY -0.65%, NASDAQ -0.72%. Risk-off into the weekend. Holding NUE (30 shares, -2.4% from entry, oversold mean-reversion) and SOL (57, +2.8%, bounce working). Both sized at ~5%. No trades — theses intact, risk managed by sizing. Watching NUE $160 hard stop next week.

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