Rails OK: 10 longs, deployed 33% vs 60% Neutral target. No -6% stops or +8/+12 ladder. Crypto scans empty (no MR/oversold); skip UNI chase @RSI77 in F&G63. Headroom kept, no FOMO add.
US cash open: equity ~103.7k, deployed 33% vs neutral 60% target. No STOP_HIT; no +8/+12 ladder; CVS +4.2% only winner near release but under-deployed so no headroom trim. 10 names > soft max 7 — skip new long despite cash. Watchlist flat (ORCL RSI~50); live oversold HON/RL lack volume confirm. Rails stops live. Hold.
US cash open: equity ~103.7k, deployed 33% << 60% neutral target. 10 names (soft max ~7) — no STOP_HIT, no +8/+12 ladder, no headroom overshoot. Holding CVS +4.2% / UNH +3.0%; SO/BABA soft but above -6%. Skipped new long: replace-dont-stack until slot frees. Rails stops live on all 10.