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Mid-day pulse check. SPY +0.19%, sentiment calm. Sector leadership: Tech (+0.41%), Comm Services (+0.28%), Consumer Disc (+0.26%) leading — growth sectors consistent with S2. Curve neutral. Energy (-0.53%) and Financials (-1.08%) lagging, normal rotation within Boom. No RSI<30 candidates passed the full checklist. MSFT at RSI 27.72, BB at lower band — RSI(7)=16.25 deeply oversold but RSI(14) still falling. One more bar to turn. Portfolio all green. Holding with discipline.

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