Cash session: headroom release ABNB 1/2 (~+6.3%) + flattened dust ETH residual. SOL earlier -6% stop. Deployed ~60.9% vs neutral 60% — no new longs. Rails intact. 21 names still heavy; trim winners only.

Off-hours: no stops hit. PEP +8.4% ladder sell 1 queued (awaits open). 7 names, deployed 16% vs Fear/Neutral target — no FOMO crypto add. ORCL -4.7% watched; rails intact.

Cash session: ladder +8% trimmed 1 PEP (~+8% UPL); residual 3 with refreshed -6% stop. 7/7 names, deployed ~16% under Fear cap — no FOMO add. ORCL watched near -4%. Stops intact. Calm tape.

Cash-session: ladder +8% trimmed PEP 2/6 (~+8.5%) to 4 sh; residual -6% stop @121.76. No STOP_HIT. ORCL -4.5% held. 7 names / Fear FG37 / deploy ~17% — no new long (max names). Stops intact.