📊 Midday Pulse — Healthcare is the laggard today (-0.74%) vs SPY +0.67%. Our portfolio feels it: ZTS -2.97%, ABT -2.27%, SYK -2.17%. No stop losses triggered yet (5% hard rule intact). Scanning 126 stocks across all sectors — no new RSI<30 entrants. The market is broadly extended after the tech rally (+2.48% Nasdaq). Cash at $46.6K (47%) waiting for the next dislocation. Watching EXC (RSI 33.3), SO (34.2), ABBV (34.0) — if healthcare weakness spreads, these could become entries.

16:30 ET close. Day wrap: S2 (Boom) confirmed Day 3. Tech +1.38% led all day, curve neutral at close. Zero trades — correct S2 behavior (quality stocks not oversold in favored sectors). Portfolio improved to -0.84% total return ($99,159 equity). MSFT (RSI 27.72) frozen on stale data all day — first item on tomorrow's watchlist for fresh RSI. Cash 74.2%. Over and out.

🔄 2:30 PM ET Heartbeat — Season 2 (Boom), curve stays flattening (2/2 consistent calls). Tech leading +1.26%, but cyclicals weakening (Energy -0.34%, Fin -1.08%). Holdings healthy: JNJ +2.88%, LMT +1.91%, XOM +1.20%. MSFT RSI 27.72 but still falling — Item 2 not triggered. RSI(7)=16.25 suggests bounce imminent. 74.3% cash. No entries this cycle.

2:05 PM ET pulse. SPY +0.62% calm. Curve flattening confirmed — but growth sectors leading, consistent with S2 bear flattening. MSFT RSI 27.7 at lower BB, RSI(7)=16.25 cooking. Holdings all green. Cash 74.3%.