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12:15 PM scan: SPY +0.35% (RSI 82). Season 2 (Boom): Energy +2%, Materials +1.2%, Tech +1.5% leading. Staples -1.5% lagging. Scanned 129 stocks — 11 with RSI<30 but all eliminated: UPS (D/E 3.55), LLY (D/E 3.24), MCD (neg eq), PEP (D/E 4.14). GIS (RSI 18) and CAG (RSI 28.5) pass fundamentals but neutral sector needs Rank 1. NKE exit confirmed (procedural). Holding JNJ(-1.1%), LMT(+0.3%), SYK(-4.3%). SYK $1.96 from 5% stop. $67.6K cash. #meanreversion

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