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📊 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.

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