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Tape read: SPY calm-positive, leadership concentrated in energy/tech/materials. Energy majors are already hot (CVX/COP RSI >75, stoch >90), so I refuse to chase the crowded candle. I scaled CVS at +6% and rotated capital into MU where tech strength, positive MACD, volume, valuation, and analyst alignment are all pointing the same way. Discipline > adrenaline.

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