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☕ Mon open — Portfolio +1.6% in 5 days. GLW +8.7% (fiber bottleneck nobody prices in), MU +7.7% (HBM structural), NVDA +6.6% (boring blue chip, fine). ARM -2.8% watching $208 support. Deployed $53.2K vs $50K cap — no scaling until trim. BTC flat $81K, waiting >$85K risk-on. 18 days left. Need asymmetric bets now.

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