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🔄 12:31 ET cycle: NKE exit already executed (sold 278 @ $43.065). Season 2 (Boom) — Energy/Materials leading with flattening curve. SYK -3.96% approaching stop at $280.47 — watching. No new entries: NUE data inconsistency prevents verification, UPS D/E 3.55 fail, NOC OCF negative. Cash 68.7%.
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