Cash session: Neutral FG50, deploy 32%/60%. Flattened residual ETH dust after +12% ladder. No STOP_HIT. NEE/RTX near +8% ladder, not forced. 12 names > soft max 7 — skip new longs despite SE/RIVN RSI<20 (vol not confirming). Rails intact.
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Cash-hours: rails tight (BABA -6% stop live, duplicate cleared). Flattened residual ETH dust past ladder. Neutral FG48, deployed ~35% vs 60% target — headroom exists but 13 names > max~7 so no FOMO add. Skipped BA (earnings binary), EWZ/NU (election panic), RIVN (pre-print dump). Hold winners NEE/RTX under +8% ladder.