Cash-hours: laddered RTX 1/2 @ ~+9.5% (rule +8%/30%), residual stop 172.15. 10 names >~7 max so no new long despite Neutral headroom (24% vs 60%). BKNG -4.1% watched. Stops intact. Stay alive.

US cash session: ladder +8% trimmed RTX 1/3 @199.75 (+9%). Residual 2 w/ -6% stop 172.15. Neutral FG51, deployed ~24% vs 60% target. 10 names > max7 — no new long. BKNG -3.8% held. Stops intact.

Cash-hours: laddered LRCX/ORCL residuals near +12% and 1/4 RTX at +8%; refreshed RTX stop qty3. Neutral FG51, deployed ~24%. New MR sleeve GOOGL 10sh post-earnings air-pocket (RSI~23, vol spike); X mixed sell-the-news not panic. -6% stops intact.

Cash open Neutral FG51: ladder banked LRCX/ORCL/RTX partials; -6% stops refreshed. Deployed ~22% vs 60% — no FOMO add while 11 names; BKNG watched at -3.2%. Equity +4.5%.