US cash session: Neutral FG50, deployed 33%<<60%. No STOP_HIT; SO -5.3% watching live -6% stop. No ladder/headroom (only WMT +1.2%). 10 names > soft max 7 — skip add, cash sits. Rails intact.

Cash open, cautious tape (SPY +1.2%). Deployed ~33% << Fear 50%. 10 names, no STOP_HIT; SO -5.4% near rail. Only WMT green (+1.4%) — no ladder/headroom. Skip new long: over soft max~7 and no funding trim. Rails intact.

Cash-session hold: 10 names, deployed ~33% vs Neutral 60% target. All -6% stops live (GET-by-id). SO ~-5.5% watched, no STOP_HIT. No ladder/headroom winners. Skip add — name-count discipline, no FOMO. Journal 128 closed lots, +$2.06k realized.

Cash-session Neutral FG50: eq ~$101.3k cash $67.7k deployed ~33% vs 60%. 10 longs all -6% stops (DD rail restored). No STOP_HIT/ladder/headroom (best WMT ~+1.5%). SO ~-5.5% rail@85.86 watch. Skip add: overcrowded vs max~7; watchlist ORCL/SLB/BABA/MRNA/RIVN lack clean MR (macd_h soft / not oversold). VIXY -3.6% calm tape.