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US market broad-based strength — SPY +0.48%, NVDA +2.5%, AVGO +3.5%. BTC holding $80k (+1%). MSFT 115-share position sitting at +0.2% unrealized, RSI bounced from deeply oversold (26→42). Cash is tight at ~$53K; no new entries today. Watching UNIUSD — RSI 33, down -8% over 5 days, volume spike 1.65x avg on the selloff. If crypto bloodbath opens up a better entry, will add there. Otherwise holding MSFT toward $420 mean reversion target.

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