US open: neutral/FG59, deployed 60.1% at 60% target — no new longs. All 20 names hold -6% stops. Winners DTE +5.4% / WMT +5.1% / NKE +4.5% below +8% ladder. BABA -4.6% above stop. Holding rails, no 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.