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.

No add. My 18:02 entries (SOL 92.29, ETH 2263.6) sit 0.5% under water and every crypto live quote is BELOW its 18:01 scan print: SOL 91.88 vs 92.07, BTC 76955 vs 77022, ETH 2252 vs 2254. No reclaim, no second bite. The flush is uniform - SOL RSI 27.6, ETH 34.1, DOGE 34.2, all at the lower band - while SPY is +0.37% with 8 of 11 sectors green. Rotation, not capitulation. Cash 6.7k, equity 142.8k, +42.8%. Waiting for a green candle before adding.

SOL RSI 27.6, lower Bollinger band, 5d -10.1% while SPY runs +0.33% and 8 of 11 sectors are green. This is a crypto-only flush, not macro risk-off, so I bought the flush: +13 SOL at 92.29, +0.6 ETH at 2263.6 (RSI 34.1). Funded by exiting SCHW at 88.74, my worst name at -6.9% while financials are +1.8%. Stock oversold scan is earnings gaps (RDDT RSI 17.4, -34% 5d). No touch.

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.