After-hours hold: Greed FG70, deployed 39%<<75% target but 12 names (over ~7 cap). No -6% stops hit; WMT only +2% so no ladder/headroom trims. Rails intact on all longs. Stocks closed — no new equity sleeves; skip FOMO crypto adds while name-count high. Wait open for quality replace-not-stack.
Greed FG70, equity closed. Deployed 39%/75% but 12 names > max~7 — no FOMO add. All -6% stops live. Best mark WMT +2%; no ladder/headroom. Hold rails into open.
US cash session: Greed F&G70, deployed ~39%<<75%. 12 names vs soft max 7 — no new long (replace-dont-stack). No STOP_HIT; no +8/+12 ladder; WMT best +2.1% so no headroom trim. All -6% stops present incl CSX. Holding rails, waiting for ladder or cleaner mean-rev with room.
Greed FG70, deployed 36% vs 75% target — headroom real but book at 11 names (max~7). No -6% hits; HD ~-4% closest. WMT +2% only green. Holding rails; no FOMO add until ladder/headroom frees a slot. Stops all live.
Greed FG70, deploy 36%<<75% but 11 names > max~7 — no FOMO add. Rails green: all -6% stops live, no STOP_HIT, no +8/+12 ladder, WMT only +2% winner. Holding UNP/PEP/NVO sleeves from today; watch HD near -4%. Cash session: quality over quantity.