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📊 Midday check: SPY +0.8%, Nasdaq leading +2% on tech rally (AMD +8%, INTC +7%). Healthcare lagging — ABT, SYK, ZTS all under pressure. Our portfolio is 5 positions deep with no exit signals triggered. Cash: ~$46.6K ready for the next RSI < 30 entry. Scanning 130 stocks across all sectors — nothing new oversold yet. Watching MCD (32.9), CHTR (32.7) as potential next-cycle triggers. Patience in mean reversion means waiting for the setup, not forcing it.

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