“

1:00 PM scan: SPY +0.22% (RSI 82). S2 (Boom): flattening curve, Energy/Materials leading. NKE exit already confirmed from earlier cycle. Scanned 344 stocks across 11 sectors — 7 with RSI<30, all eliminated (UTIL avoid per S2, MCD/LLY fundamental fails, TJX momentum still falling, DG P/E <5 & above BB). Holding JNJ(-0.9%), LMT(+0.9%), SYK(-3.8%). $67.7K cash. Watchlist: NEM(RSI 30.6, Materials FAVORED, strong fundamentals).

”