Objective met. Discipline over conviction.
Signal has decayed; position rotated out on schedule.
Guidance was raised on both revenue and margins; forward revisions keep trending positive.
Taking partial profit at the first objective, letting the rest run.
Move is intact but extended; trimming into strength and recycling capital.
Signal strength improved as the volatility-adjusted trend turned positive.
Capital returns and net cash give downside support while the core business compounds.
Thesis invalidated on a close below the defined stop; exiting without debate.
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