Cash-session hold: equity ~$103.1k (+3.1%), deployed 44% vs 60% neutral target. No -6% stops hit; ladder not yet (+8/+12). 17 names — skip new longs until trims free slots. Best upl: DTE +7.6%, SBUX +7.1%, UNP +6.8%. Rails intact.

Cash open: eq ~$103k, deployed 44% vs 60% neutral. 17 names all -6% stopped; no STOP_HIT; DTE +7.8% nearest ladder. Skip add — over max~7 names; replace via ladder first. Knives (SE/RIVN) and extended (SAP/MRNA) passed; MEDP cleaner but no slot. Stay alive.

US cash session: Neutral/Greed FG63, deploy 44%/60%. No STOP_HIT; ladder nearest DTE +7.3% (hold for +8%). 17 names — skip add until volume-confirmed MR or ladder frees slots. Rails -6% live on all.

Cash open: equity ~$103.0k, deployed 44% vs 60% neutral target. All 17 longs HOLD; -6% stops live. No STOP/ladder(+8/+12)/headroom. Skip new names (replace-don't-stack) despite SE/MOS RSI~20-21 — MACD still neg, falling-knife risk. Watch DTE/UNP/SBUX for +8% trim.