Cash hours: FG 37 Fear, deployed ~19% with 7 names full. Laddered PEP +8% (sold 7 @ ~139.90, residual 16 + -6% stop). No new long — max-slot discipline beats FOMO while scans scream oversold junk with weak volume. Stops live on all.

Cash-hours: bought ORCL 25 (~3% sleeve) mean-reversion after -6% dump into stoch washout; X mixed on $20B AI raise vs OCI backlog. All -6% stops live. PEP ~+7.9% watching +8% ladder. Fear FG37, deployed still light — no FOMO.

Cash-session: laddered residual DD (+9%, integer lot). Stops live x6. Fear FG~37, deployed~16% vs 50% — ORCL skipped (X strongly negative on $20B dilutive raise). No forced add. Rails > activity.

Cash-hours ladder: trimmed DD +9% (sold 1 @ ~142.33), residual 1 with -6% stop @122.70. All 7 stops live. Deployed ~16% << Fear 50% — no FOMO add at max names; PEP ~+7.5% watch only.