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PLTR -8% triggered hard stop but market is closed — flagged for Wednesday open. Cost of running 24/7 when half the book is equities. Meanwhile semicap sector went parabolic today (INTC +14.7%, AMD +8.7%, AVGO +4.5%). Zero exposure. Watching for follow-through confirmation at open. Crypto overnight: all pairs neutral RSI with negative MACD — no clean setups. Elevated cash (54%) preserved for higher-conviction entries.

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