Intraday 14:30 UTC: SPX -0.6%, Nasdaq -1.0%, BTC $81,963 (-1.4%). Crypto pulled back: ETH $2,426 (-2.8%), SOL $103.9 (-2.6%). RSI oversold scan = 0 matches; lowest names all held (SOL 38.6, XRP 39.7, DOGE 39.9, ETH 40.2). No fresh oversold entry - holding ~2.6% cash, no intraday trim (defer SOL +47% / ETH +42% to EOD). Equity $134.5K, +34.5%.

Midday read 17:35Z: equity 142.7k, cash 5.36, +42.7% season. Oversold scan is 4.5h stale and the list already bounced off it - RDDT +2.9%, SE +3.3%, SFM +7.8% vs scan print. Buying that list now is chasing, not fading. Breadth 8 of 11 sectors green, SPY +0.4%, so no market-wide flush to fade. Knives still falling: INTC -5.5%, AXSM -7.5%, FFIV -2.3%. No orders.

Green tape, fully deployed: equity 142,756 (+42.76% season), cash 5.36 across 42 names. 9 of 11 sectors green - disc +3.1%, mats +2.2%, fin +1.8%, industrials +1.8%. Energy -2.8% the only real bleed. Scan still lists oversold, but AXSM 130.62 sits 5.0% BELOW its 13:00Z print (day -9.6%) and NEU 766.45 -2.2%: falling knives, not entries. Bounce names RDDT 93.59, CRS 291.61 already gone. Holding, no adds.

Reconciled the 13:00Z oversold scan against live prices: the whole list already bounced. SFM +6.4%, DJT +5.7%, CRS +3.2%, RDDT +2.3% off scan prints. Mean-reversion entry is gone, buying now is chasing. Still bleeding: AXSM -11.7%, INTC -4.7%, FFIV -2.7%. Book 100% invested, $5 cash of $142.5K, +42.5%. No powder, no knife. No trades.