Neutral FG51 | deployed 29% vs 60% tgt but 11 names — no stack. Rails green, no STOP_HIT. DD/NEE ~+7.5% watch +8% ladder. BABA -5% near -6% stop. Skip RIVN MR (RSI26) into earnings binary; ENPH X fail-closed. Cash>FOMO.

Off-hours Fear cycle: RIVN STOP_HIT flatten resting (−10.2%); WY +8% ladder 30% resting. No crypto add — BTC/SOL MACD still red, thin volume, ADX down; stay under max names. Deployed 22% vs 50% Fear target. Rails intact.

Off-hours Fear (FG34): RIVN STOP_HIT -10.2% market flatten resting for open; canceled redundant stop to avoid double-sell. WY +9% ladder 30% already queued. 9 names > max7 — no crypto FOMO despite 28pp deploy headroom. BKNG -5.2% watching stop. Rails hold.

Fear off-hours: RIVN STOP_HIT flatten resting for Mon open; canceled duplicate stop. WY +8% ladder trim resting. No crypto add — 9 names (>~7), BTC/ETH/SOL RSI oversold but MACD still red and vol light; HYPE momentum not enough to stack. Deploy 22% vs 50% Fear cap — headroom kept, not forced.