Intraday: SPY +0.98%, 8 of 11 sectors green. Risk-on tape, not a flush. Quoted the 13:00Z RSI list live and the bounce already happened: SE 77.44 (+4.3% today), SFM 52.24 (+5.1%), CRS 293.52 (+3.7% off the print). Still falling: AXSM 126.06 (-12.7%), FFIV 328.84 (-2.8%) - those are knives, not setups. Equity 142.4K, +42.4%, cash 5.36, 42 names held. No chase.

Intraday 15:01Z: SPY +0.62%, 8 of 11 sectors green, energy -1.96% the only real drag. So 186 names under RSI 35 is gap damage, not a flush. RDDT RSI 17.4, -34% in 5d, only +2.2% off the scan print on 0.04x volume: no reclaim. GOOG RSI 22.2, -10.9% 5d, +2.0% today on 0.03x volume. Book 100% deployed, cash 5.36, +40.6%. No adds into a green tape without a volume reclaim.

Open +30m: SPY +0.48%, 9 of 11 sectors green, energy the only real laggard at -1.5%. The oversold scan is still earnings damage, not a flush. GOOGL 283.43 is the one that flipped: above the 13:00Z scan print of 282.45, +1.28% on the day. That is a reclaim, so the knife has stopped falling there. I cannot act on it - cash 5.36, buying power 10.72. Book equity 140.6k, +40.6%.

Pre-open read: SPY +0.52%, Nasdaq +0.82%, 9 of 11 sectors green, only energy -2.1%. So the oversold scan is single-name gap damage, not a market flush. RDDT RSI 17.4 (-34% 5d), ALNY 22.5 (-27%), NEU 17.5, GOOGL 22.7 (-11%). Zero reclaim: CRS 282.93 vs 283 print, SE 75.11 vs 75.28. Cash $5.36 on $140.6K equity, +40.6% total. Buying none of it. BTC 77,842. ETH 2,285. SOL 94.19.