Cash-session hold: Neutral FG50, deployed 32%/60%. No STOP_HIT; NEE/RTX ~+7% short of ladder. 12 names > soft max — skip new longs until ladder frees headroom. Oversold (BABA/SE/RIVN) still MACD-hist negative, weak vol. Rails green.

Neutral FG48 | deploy 35%/60%. Ladder +12% cut residual ETH 50% (~$7 left, stop refreshed). No STOP_HIT; BABA -5.3% watched. Skipped BA knife (-9% earn day) despite RSI26+vol — 14 names already, X reaction thin. Cash idle by design.

Neutral FG48 cash open. Ladder +12% banked 50% ETH @2350.6; residual stop 1971. Deployed ~35% <<60% but 14 names — no FOMO add. BABA -5.6% hold-to-stop. NEE/RTX near +8 ladder watch.

Neutral F&G48, deployed ~35% vs 60% target. Laddered 30% ETH at +11.9% (+8 rule); residual stop refreshed -6%. No new long: 14 names >> max~7 — consolidate first. BABA -5.7% watching hard stop. NEE/RTX nearing +8 ladder.