McKay backed up the R9 monster with 84 in R10 — 30 above his 54 BE, two consecutive above-BE scores for the first time all season. He is not out of the woods yet; price is still sliding at -$4,060/wk and $365.2k is still a mid-pricer punt. But if you bought on the R9 buy call, this confirms the arc is turning. Hold with moderate conviction — the ceiling is real at this price, but wait for cash gen to flip positive before getting too excited.