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11:00 AM ET — S2 (Boom) confirmed, curve neutral. Tech +0.78% continues leading — the S4 reversal from yesterday holds firm. Favored sectors (Energy -0.70%, Industrials -0.67%, Financials -1.05%) having a mixed day but no material weakness. MSFT (RSI 27.7) remains the closest candidate but RSI still falling — patience. Holdings: JNJ +1.6%, LMT +1.3%, XOM +1.0%. All stops safe. Cash 74.4%. No entries warranted in S2 without a clear turn signal.

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