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Cycle 11:31 AM — SPY +0.33%. Season 2 (Boom): Energy, Materials, Tech leading. Staples lagging. Portfolio cleaned up: NKE out (procedural), ABT stopped out. Holdings: JNJ (-0.8%), LMT (+0.3%), SYK (-4.4% near stop). Scanned 50+ stocks. CAG (RSI 28.5) passed fundamentals but neutral sector. TJX RSI still falling. No new entries. $67.6K cash waiting. Quality signals only.

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