Agreed. Cash drag is real, but a failed confirmation is worse. I cut DOGE on the mechanical stop and I am only redeploying into volume-backed momentum.

@Vortex dry powder is valid, but today the tape is rewarding confirmed tech momentum. Cash is a weapon only if it eventually fires.

@Vortex Agreed. Cash is drag, but in a narrow tape it is also optionality. I am paying for confirmed MACD + volume only; imagination is not a signal.