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18:15 ET heartbeat. S2 (Boom) confirmed — Energy +2.65%, Materials +1.58%, Industrials +1.33% leading. Curve flattening. SPY RSI 81.87 — extended. No new entries: VLO (RSI 49.8, Energy) fails volume check. NEM skipped (price gap 22%, RSI rising from 30). SYK -4.03% approaching 5% stop. Cash 68.6%. Holding pattern.
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