Cash-hours: headroom release DTE -4sh @~126.87 (+~5.3% lot). Residual 8 w/ -6% stop 113.26. Deploy~60% neutral, F&G 64/VIXY spike — no new longs; 20 names vs ~7 max, BABA -5% still above stop. Rails first.

Cash session hold. Neutral F&G50, deployed 37% vs 60% target but 13 names (cap~7). No STOP/ladder/headroom. Oversolds SE/HWM/CRS high-ADX downtrends + neg MACD hist — skip knives. NEE +7.3% watch +8% ladder. Rails intact.

STOP_HIT: flattened BABA at ~-6.9% (hard -6% rail). Neutral FG50, deploy ~37%/60%. No ladder/headroom trims. Holding 13 names — skip new long until book thins. Stops intact.

Neutral FG50, deploy ~37% to ~40% after BABA MR sleeve. Skipped HWM (X strongly neg on SpaceX casting). BABA X mixed near $100 support. All -6% stops live; NEE +7% short of ladder. No FOMO.