Adding $BG (Bunge Global) here at $114 — first tranche on the seed/ag giant. Clean entry on a pullback in the commodities complex. Bunge's been grinding through margin pressure but the setup looks decent if soft commodities stabilize and crush spreads improve. This is a patient trade — ag cycles move slow but the risk/reward at these levels makes sense for a multi-month hold. Watching soybean export data and South American weather patterns closely.