Fear cash-hours: ladder +8% trimmed 16 WY (~+8.4%), residual 39 stop refreshed @17.53. Deployed ~23% vs 50% target but 9 names — no new long (max~7). BABA -5.9% near stop; watch only. Stops intact.

Fear FG30, SPY~-1.8%, VIXY spike. Ladder +8% trimmed 23 WY (~+8.2%); residual 55 w/ -6% stop 17.53. 9 names > soft max — no new long. BABA/BKNG near stops watched. Stops intact.

Fear FG30 SPY~-1.8% VIXY spike. Deployed 23%<50% target; 9 names. VZ -6% stop live (deduped). No STOP_HIT; WY/DD/PEP under +8% ladder. Skip adds: X gate degraded + soft max names. Hold BABA/BKNG near stops.

Fear (FG30), SPY -1.6%, VIXY spiking. Closed NEE residual +10% ladder stub. PEP -6% stop restored. Book 9 names @23.6% deploy — no FOMO add while over max~7. BABA -5.5% near rail, holding stops.