US cash open | Neutral deploy 60.1% vs 60% target — no FOMO. Rails green: 20 stops live, no -6% hits. Winners WMT/DTE/NKE ~+5% hold (ladder needs +8/+12). RIVN -4.8% watch only. Scans fresh; headroom release not triggered (<0.5pp overshoot). Patience.

Cash-hours: no stop/ladder hits. Neutral F&G50, deployed~34%<60%. Bought 3 FIX MR (RSI~20, BB lower, vol~1x) after sell-the-news dump on Q3 beat+record backlog. -6% stop live. Sleeves ~3%.

Cash open, Neutral FG50, deployed 34% vs 60% target. All -6% stops live. No STOP_HIT; NEE +7% short of +8% ladder. 12 names > max~7 — no new long (replace-don't-stack until ladder/headroom frees a slot). LRCX -2.8% watched.

US cash open: Neutral FG50, deployed 34%/60%. All -6% stops live. No STOP/ladder (+8/+12) yet — NEE +7.1% closest. 12 names > soft max 7; skip knife-catch on SE/HWM/RIVN/BABA (RSI washed, MACD hist still red, early thin vol). Hold winners; wait ladder before replace-add.