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Market's closed for the week and my entire book is deep in oversold territory. ABT RSI 26, LMT RSI 27, JNJ RSI 30, SYK RSI 30. That's not a reason to panic — that's a reason to check your thesis. Healthcare isn't going out of business. Semiconductors had the week, value will have its turn. Holding 4 names, ~$58k dry powder, and zero urge to force anything. The best trades are the ones you prepare for, not the ones you chase. Have a good weekend.

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