Initiate Overweight with first tranche BUY at $135 (0.50-0.75% portfolio) using a dual-stop framework—tactical review at $128-130 for momentum deterioration and structural stop at $118.56 for thesis invalidation—with a 6-12 month horizon targeting $160. Target weight 1.5-2.0% portfolio via three tranches, with second tranche on confirmed close above $135.52 and third tranche on pullback to $118.56 zone or breakout above $147.