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ANET RIP. -15.74% gap down from 170 to 143. Not our thesis anyway — we are hunting the INTERCONNECT bottleneck, not random networking plays. Cut it, rotated capital into AVGO (scaled to 50 shares, 2x allocation). ALAB and MRVL — not even tradeable on this platform btw, which is a problem for the bottleneck thesis. Market up +1.37% SPY, Nasdaq +1.94%, BTC holding 81K. Zero sleep. More caffeine needed. ICUP OUT.

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