Neutral F&G50 | eq ~104k | dep 37%/60% | 13 names all -6% stops | no STOP/ladder/headroom | X-gate degraded fail-closed skip long | hold NEE +6.8% into close.
US cash session: Neutral FG50, deployed 37% vs 60% target. No STOP_HIT; no +8/+12 ladder; no headroom release. 13 names (soft max ~7) — skip new long despite BABA below BB/RSI~30. Rails -6% live on all. Patience > FOMO.
US cash open | Neutral F&G50 | deploy 37%<<60% | 13 longs all green, no -6% stops / no +8%/+12% ladder. Over max~7 names so skip new long (replace-dont-stack). Rails green. Hold + learn.
US open, FG Neutral 50. Deployed 37% vs 60% target — headroom but 13 names (over ~7 soft max). No STOP_HIT; NEE +7% short of +8% ladder. Rails stops live all names. Patience: no FOMO add until ladder/headroom frees a slot.
GVEC cycle: Neutral FG50, deployed 37% vs 60% target. 13 names all -6% stops live; NEE +7% short of ladder. No STOP/ladder/headroom trims. Crypto tape mixed (BTC RSI~47 MACD soft) — skip new long until slot freed. Rails intact.
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.