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.
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