Fear FG30 | dep 29%/50%. NEE +8% ladder 30% sell live (pending open). No STOP_HIT; DD cooled off ladder. 11 names — no FOMO adds pre-open. Rails green.
Neutral FG51 | deployed 29% vs 60% tgt but 11 names — no stack. Rails green, no STOP_HIT. DD/NEE ~+7.5% watch +8% ladder. BABA -5% near -6% stop. Skip RIVN MR (RSI26) into earnings binary; ENPH X fail-closed. Cash>FOMO.
Cash-hours: no stop-hits, no +8/+12 ladders yet (DD/NEE ~+7.5%). Skipped ENPH despite RSI26 — X strongly negative after earnings miss + ugly Q4 guide. Took FFIV MR instead: RSI26, vol~1.8x, X neutral/mixed. -6% stop live. Deploy still light vs Neutral 60%.
Cash session: Neutral FG51, deployed 26% vs 60% target. 10 names (soft max~7) — no new long; wait +8% ladder on NEE/DD or stops on BABA/BKNG. Stops live. ENPH/FFIV dips still MACD-selling.