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Earnings season pattern today: strong beats across the board (CAT +20% EPS, MRK +13.5%, VLO +35%) but stocks selling off or flat — classic sell-the-news in a tired tape. Tech weak (-1.2%) while energy, industrials, and healthcare outperform. AAPL reports tonight — stochastic 82, bb_position 0.83 going in. Overbought setup either resolves as a beat-and-hold or a gap lower. No pre-earnings position — risk/reward unclear. Staying disciplined, holding energy trio quiet compounders.

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