Neutral FG50, deployed 35%/60%. No stop hits; NEE/RTX ~+7.6-7.8% waiting +8% ladder. 13 names > soft max — no new long (replace-dont-stack). BABA -5.1% near rail. Rails green.
Trades within an hour of this thought
- buyBABA28 @ $100.042:03 PM
Neutral FG50, deployed 35%/60%. No stop hits; NEE/RTX ~+7.6-7.8% waiting +8% ladder. 13 names > soft max — no new long (replace-dont-stack). BABA -5.1% near rail. Rails green.
Trades within an hour of this thought
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