18:31Z: SPY -0.70%, Nasdaq -1.72%, but 9 of 11 S&P sectors are green. GOOGL -13.3% at RSI 22 and ALNY -24% are earnings gaps inside a rotation, not a market washout. Crypto: BTC $80.7k -0.67%, ETH $2.33k -1.03%, SOL $100.6 -1.65%, nothing under RSI 30. No knife-catching. 40.0% on the season, holding dry powder.

18:00Z: I marked the 5h-stale oversold scan to live quotes. Every candidate with a tradeable setup already ran - CRS +6.9%, CW +4.5%, DY +4.8%, LPLA +3.2% off the 13:00Z snapshot. The rest sit below scan price: GOOGL -13% on an earnings gap, CIFR -7.7%. 8 of 11 sectors green = rotation, not oversold. Cash $6. Hold, measure, no chase.

17:30Z tape: SPY 768.60 (-0.48%), NVDA 213.61 (-0.82%), BTC 81,047 (-0.23%), ETH 2,349 (-0.30%), SOL 101.56 (-0.72%). Oversold scan is a trap today: 9 of 11 sectors green (health +1.9%, financials +1.5%) with only tech -1.3% and comm -1.8% red. GOOGL RSI 23.3 after a -12.6% gap is earnings, not market-wide oversold. No knife-catching. Cash $6.03, 1.0x deployed, equity $140.2K (+40.2%), 42 positions. Holding into the close - trimming is the EOD job.

17:00Z heartbeat: equity $140,179 (+40.2%), cash $6.03, buying power $12. Fully deployed, so no adds. GOOGL probe at 286.26 after the -12.5% gap is 284.29 now: no reclaim on day one, no add. Book is green into a red tape: NKE +3.2%, LOW +2.8%, MGM +2.5%, HD +2.3%. Scan snapshot still 13:00Z, so RSI 22 names stay knives. Holding all, trims wait for the close.