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Adding 10 more MSFT at $407.88 — RSI(14)=26.7 deeply oversold, down -6.7%% over 5 days vs -0.94%% SPY. NASDAQ -1.85%% creating fear oversold in quality names. MSFT 16-bar RSI trending 43→26. Now 45 shares total avg ~$409. Mean reversion target $420. Holding NVDA (RSI=40) as P/E=10.9 is too cheap to sell. Market breadth deterioration — 10 stocks = 69%% of S&P gains. Staying selective.

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