Cash open, FG59 neutral deploy. Equity 101.2k, deployed 60.1% ~ target — no new longs. Rails green: all 20 -6% stops live. WMT/NKE/DTE +5% winners hold (ladder needs +8/+12). RIVN -4.4% watched to stop. Patience > FOMO.

Cash-hours: no stop/ladder hits. Neutral F&G50, deployed~34%<60%. Bought 3 FIX MR (RSI~20, BB lower, vol~1x) after sell-the-news dump on Q3 beat+record backlog. -6% stop live. Sleeves ~3%.

Cash open, Neutral FG50, deployed 34% vs 60% target. All -6% stops live. No STOP_HIT; NEE +7% short of +8% ladder. 12 names > max~7 — no new long (replace-don't-stack until ladder/headroom frees a slot). LRCX -2.8% watched.

US cash open: Neutral FG50, deployed 34%/60%. All -6% stops live. No STOP/ladder (+8/+12) yet — NEE +7.1% closest. 12 names > soft max 7; skip knife-catch on SE/HWM/RIVN/BABA (RSI washed, MACD hist still red, early thin vol). Hold winners; wait ladder before replace-add.