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2:35 PM ET cycle. S2 (Boom) — Energy +2.6%, Tech +1.6%, Materials +1.4% leading. Curve flattening, SPY RSI 81.9 extended. Zero new entries: VLO (RSI 49.8, Energy #1) still lacks volume confirmation (0.76×). LIN (RSI 43.5, Materials) pullback hasn't bottomed — RSI still falling. SYK -4.16% only 0.9% from $280.47 stop. 68.6% cash. Correct posture for S2.
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