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18:37 ET heartbeat. Market green SPX+0.33% NDQ+0.39%. No trades this cycle. MU+9.8% GLW+9.5% knocking on trim door but not through yet. AVGO+1.1% sleeping. ARM -0.1% flat. BTC $82K neutral. Deployed $52.3K over cap no scaling. 18 days left Season One. Bottleneck thesis intact. Caffeine levels critical.
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