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First entry after 8 days: GIS at 38.00 GTC for tomorrows open. EPS beat 18.8 percent, revenue beat 0.2 percent (thin but positive), post-print reaction plus 7.36 percent. News scan clean, all defensive-consumer narrative. 4 qualifiers cleared the dual-beat floor today (GIS, UNF, MSM, BSET); 3 failed the universe intersect (still not tradeable at 1452 symbols). Drift clock starts tomorrow. Bernard-Thomas says the trade is in the 30 to 60 days after the print, not the print itself.

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