FORTRESS FIGHT: GLXY @ $19.53

BE SS: $39.71  |  CC-SS: $34.12  |  125 contracts (12,500 sh) |  ⌂ PORTFOLIO

GENERATED2026-07-30 21:39

GLXYBBC @ $19.53   UNDERWATER $20.18 (50.8% below BE SS)

⚠ EARNINGS · DO NOT SELL INCOME INTO IT
GLXY reports 2026-08-05 (Wed), in 6 days. The recommended CC (8d) expires on/after it, so selling now holds a short call through the earnings gap, a report can blow past your strike overnight and cap you at a loss. No priced expiry closes before the print, so waiting for it is the only clean option.

125 contracts (12,500 sh)  |  BE SS: $39.71  |  CC-SS: $34.12 (banked floor $34.04)  |  IV: HIGH  |  Accounts: Main:1299

LC: $37.50 exp 2028-01-21 (entry $4.148/sh)
SP: $37.50 exp 2028-01-21 (entry $21.813/sh)
HP: $17.50 exp 2028-01-21 (entry $6.960/sh)

Economics

Max Loss$277,625(ND $2.21 + SW $20) x 12500
Normal income ref$38,063/mo95% ann ROI on ML
Hedge (static, never rolled)$0/moHP expiry = SP LEAPS; decay ≈ $5,382/mo (info only, already in marks)
Unrealized P&L$-151,687fortress legs from IBKR
INCOME GOALPOSTS & VELOCITY
50% INCOME FLOOR
$19,031/mo
HEDGE COVER
$0/mo (static)
NORMAL INCOME
$38,063/mo (ATM CC, chain)
IC VELOCITY
0.7 mo to earn back $27,625
ML VELOCITY
7.3 mo to earn back $277,625
Deep drawdown confirmed: a CC at CC-SS $34.12 (probe: $34C 15d) brings only $250/mo (<20% of normal), so FIGHT below it is warranted.
🏦 CAMPAIGN LEDGER , realized CC income since 2026-07-02; banked cash shrinks the hole (shown as an info-only banked floor, the recommended CC-SS stays the pure recovery strike; seeded from open positions, reconciled from IBKR executions nightly)
Banked since 2026-07-02
$879
Hole (after banked)
$150,808
was $151,687 · 1% earned back
Cycles closed
4
Credit in flight
$0
CC-SS · banked floor (info)
$34.12 → $34.04
TECHNICALS (cc_timing weekly gate + daily trigger)
WEEKLYPULLBACK · %B 18 (live) · RSI 41 · MACD bearish, hist falling
DAILYFALLING (provisional) · RSI 36 · %B 7 · hist falling (nightly)
LEVELS20W MA (bounce target) $25.57 (+31%) · daily UBB $27.34 · 1-wk expected move ±$3 (chain IV)
SETUPSpring loaded, not ignited: 🎯 or 💎 at short DTE, normal tripwires. (advisory; floors and picks are chain-only)
⚠ Next earnings 2026-08-05: candidates whose expiry crosses it are flagged in the spectrum; EV is unreliable across earnings.
INTERPRETATION
Primary: 121 contracts at $22.50 / 8d. This is the safest strike (survival 81%, breach 19%) that still earns 50% of normal income ($19,031/mo); it brings $19,058/mo. The engine maximizes the odds the pullback never reaches your strike, rather than chasing the fattest near-ATM premium.
More income, less safety: the ladder tops out at 112 × $21/8d for $38,220/mo, but breach risk rises to 31% (+12pp vs the primary). The lower strike is hit by a smaller bounce.
More safety, less income: for just the hedge you can sit at 125 × $25/8d (91% survival, $2,344/mo).
Downside anchor: the primary mortgages $135,501 (491% of IC) ONLY on a full V-bounce all the way to SS $40, recoverable in 3.6 months of normal income. That is the rare tail; the frequent case is the strike holding. Surgical close on the 121 contracts realizes $-149,253 and cuts bleed by $0/mo.

📅 Two weekly tracks, this Friday & next Friday

Each Friday gets its own recommended pick and full income ladder (safest strike per income rung, sized across your 125 contracts). The master ranks the two by E[net]/mo to pick one grand pick; both are shown here so you can choose the tenor that fits your roll cadence.

🏆 Grand pick: NEXT FRIDAY · 7 Aug 2026 (8d) · sell 121 × $22.50, 81% survival, $19,058/mo (E[net] $-8,325/mo).
⚠ NEGATIVE E[net]: the expected cost of being challenged exceeds this premium, so this is the least-bad track rather than a good write. Consider a safer rung on the ladder below, or sitting the cycle out.
This week's Friday is inside the pin/gamma window, so only the next weekly is shown.
TrackExpirySellSurvivalIncome/moE[net]/mo
NEXT FRIDAY 🏆7 Aug 2026 · 8d121 × $22.5081%$19,058$-8,325
E[net] arithmetic on the grand pick: keep $5,082 with probability 70%; on the 30% touch you roll, paying $19,416 to close and taking $159 back from the best priced door (net cash $19,258) and parking about one cycle of income. Charging the FULL buyback with no door credit (the pre-2026-07-25 model) contradicted the campaign simulation, which prices the same event as a cash-neutral even roll.

📅 NEXT FRIDAY · 7 Aug 2026 · 8d · E[net] $-8,325/mo 🏆 GRAND PICK

🎯 Engine pick: sell 121 × $22.50 (50% normal), 81% survival, breach 19%, $19,058/mo.
The pick is already past the ~80% (≈1σ) comfort line, so take the income. Stepping out to the $23 rung (33% normal) lifts survival to 83% (breach 19% → 17%) for $6,435/mo less (34% income) buys safety you do not really need here.
GLXY  spot $19.53 · click a rung to expand its decision panel
RungSellExpiryDTEOTMSurvivalTouch oddsFIGHT edgePer cycleIncome/moΔ vs pickCap give-up
🛡 safe yield125 × $257 Aug8d28.0%91%hist 100%18%hist 5%+1pp$625$2,344-$16,714$113,355
Sell 125 × $25 28.0% OTM over spot $19.53 7 Aug 2026 (8d, $0.27 mid)
= $625 credit for the 8d cycle → $2,344/mo projected
Survival (stays ≤ $25)
91%
Breach risk
9%
POP (stays ≤ $25.27)
92%
EV / mo
$-2,845
📈 CAMPAIGN OUTLOOK (400 simulated futures, this rung on repeat for 9 months, no directional opinion)
FIGHT'S EDGE
+1pp
48% whole by 9mo vs 48% doing nothing
FIRE DRILLS
~1.0/quarter
challenges to roll; realized tends lower (calibration)
BANKED RATE WHILE FIGHTING
$1,685/mo
median; plan ~$1,146/mo after 68% keep · $9,600 banked by campaign end (selling stops once whole)
green: with FIGHT · grey: without
if it recovers, the typical trip is ~2.4 mo [1.2-4.0], measured ONLY among the 48% of futures that got whole
🛡 IF CHALLENGED (spot reaches the strike) · challenge = the strike is touched at any point, so it runs ~2x the breach risk (finishing through it)
Challenge odds (touch by expiry)
11%
Flat exit net (mid-life)
-$22,756
Free roll-up
none
Safest escape (by 21 Aug 2026)
$26 @ 70% POP
61% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 125 calls + sell the new ones, one order. Prices assume the central case (day 4 of 8); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $2.64/sh now → $1.87 mid-life (likely $1.49–$2.62)≈ $0 at expiry  |  you banked $0.05/sh, so a flat mid-life exit nets -$1.82/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 318 simulated challenges: the $25 strike is typically first touched on day 6 of 8, at $26 (overshoots $0.95). The [P25–P75] under each Total is that door's credit across those paths; % credit is the share of those challenges where the roll is a net credit.
MoveNew strike ≈New expiryTenorEst netTotal (125 ct)POP / surv
of new CC
If rolled & exited
total P&L · cap gain @ new strike
Roll out (same strike, buy time)~$2514 Aug 202611d left+$0.02/sh+$293
cycle +$918
[-$2,476…+$5,168] · 58% credit
67%
surv 54%
-$96,250 NOT
cap gain +$55,437
Max even-money escape in the band~$2521 Aug 202618d left+$0.04/sh+$482
cycle +$1,107
[-$3,039…+$5,810] · 55% credit
68%
surv 58%
-$91,354 NOT
cap gain +$60,334
SS $40 not reachable for even money within 45d; this is the ceiling of the free ladder
Safety roll (pay small debit, max POP)~$2621 Aug 202618d left-$0.02/sh-$260
cycle +$365
[-$3,731…+$4,989] · 51% credit
70%
surv 61%
-$87,114 NOT
cap gain +$64,574
budget: banked $625 debit $260 (42% used ≈ 0.5 wk of income) → whole cycle still +$365 cash · rolled 125 ct earn ≈ $38,536/mo while parked; 0 ct free to re-sell
If rolled & exited = your total from-entry P&L if you roll to that strike and then close the whole fortress with the stock pinned there (all legs repriced; SAFE = P&L ≥ 0). Cap gain is what that roll earns THIS cycle (premium + appreciation from today to the new strike); the total adds your existing MTM on top. Same from-entry basis as this tool's @cap / total-exit numbers, at the rolled strike.
POP = P(stays ≤ strike + premium collected, the call is profitable); surv = P(stays ≤ strike, the call expires fully worthless). Survival is the stricter bar (no premium cushion), so it sits below POP.
Method: each leg = its live quote (buyback off the ask, sells off the bid) × a Black-Scholes ratio to the challenge, using the leg's own IV shifted +0.5 vol pt per +1% move (spike-vol name: vol expands on a fast move, richer buyback). Estimates, not quotes; the live roll table owns the real decision when a CC is actually threatened.
More detail, income coverage, downside budget, tripwires, held-to-expiry ladder, V-bounce stress
Income coverage
Gross FIGHT income$2,344/mo
vs 50% target ($19,031/mo)-88%
vs normal income ($38,063/mo)6% covered
Net income (after hedge)$2,344/mo
Downside budget
⚠ $25 is $9 below CC-SS $34.12: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$113,355
… as % of IC ($27,625)410.3%
… as % of ML ($277,625)40.8%
Recovery months (at normal income)3.0 mo
Surgical close (125 ct)$-154,375
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.01/sh (~25% of the $0.05 collected) or spot ≥ $25.27 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $25)); NOT the premium you collected. Momentum override: two daily closes above $27.34 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $24.75Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$25-25.27
Hold, alert at breakeven. Rolling into a spike pays top dollar; let theta bleed the buyback first.★ Roll on strength NOW: cheap buyback, fat credits.Close or roll same day; pin risk at the strike.
Through breakeven
≥ $25.27
Act now: intrinsic compounds daily. Up-and-out or safety roll.Roll or close immediately; time value is gone.Close today, or be assigned.
If held to expiryexact, settlement = intrinsic  ·  fortress delta 0.80 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$25.00 (1.7σ)$625$-96,543+$55,145+$500
+2.5%$25.62 (1.9σ)$-7,187$-98,129+$53,559-$7,312
+5%$26.25 (2.1σ)$-15,000$-99,715+$51,973-$15,125
SS (= V-bounce)$39.71 (6.3σ)$-183,250$-133,869+$17,818-$112,000
V-BOUNCE STRESS (stock → CC-SS $34.12, where you are whole again, by expiry)
Starting unrealized P&L: $-151,687
+ Fortress recovery (un-capped): +$145,362
− CC assignment net of premium (125 × $25): -$113,355
Total Position P&L @ SS: $-119,681 (+$32,007 vs today)
Do-nothing baseline at SS: $-7,681 (this trade vs do-nothing: $-112,000, the opportunity cost of earning $2,344/mo FIGHT income now)
BB-reversion stress (→ $25.57 20W MA (bounce target), the probable scenario per weekly technicals): CC give-up -$6,500, position total $-97,989 (+$53,698 vs today)
33% normal102 × $237 Aug8d17.8%83%hist 99%35%hist 18%+5pp$3,366$12,622-$6,435$110,042
Sell 102 × $23 17.8% OTM over spot $19.53 7 Aug 2026 (8d, $0.53 mid)
= $3,366 credit for the 8d cycle → $12,622/mo projected
Survival (stays ≤ $23)
83%
Breach risk
17%
POP (stays ≤ $23.52)
86%
EV / mo
+$2,611
📈 CAMPAIGN OUTLOOK (400 simulated futures, this rung on repeat for 9 months, no directional opinion)
FIGHT'S EDGE
+5pp
47% whole by 9mo vs 42% doing nothing
FIRE DRILLS
~2.1/quarter
challenges to roll; realized tends lower (calibration)
BANKED RATE WHILE FIGHTING
$5,989/mo
median; plan ~$4,072/mo after 68% keep · $34,563 banked by campaign end (selling stops once whole)
green: with FIGHT · grey: without
if it recovers, the typical trip is ~2.2 mo [1.2-4.2], measured ONLY among the 47% of futures that got whole
🛡 IF CHALLENGED (spot reaches the strike) · challenge = the strike is touched at any point, so it runs ~2x the breach risk (finishing through it)
Challenge odds (touch by expiry)
25%
Flat exit net (mid-life)
-$13,529
Free roll-up
none
Safest escape (by 21 Aug 2026)
$24 @ 70% POP
61% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 102 calls + sell the new ones, one order. Prices assume the central case (day 4 of 8); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $2.34/sh now → $1.66 mid-life (likely $1.63–$2.58)≈ $0 at expiry  |  you banked $0.33/sh, so a flat mid-life exit nets -$1.33/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 742 simulated challenges: the $23 strike is typically first touched on day 5 of 8, at $24 (overshoots $0.88). The [P25–P75] under each Total is that door's credit across those paths; % credit is the share of those challenges where the roll is a net credit.
MoveNew strike ≈New expiryTenorEst netTotal (102 ct)POP / surv
of new CC
If rolled & exited
total P&L · cap gain @ new strike
Roll out (same strike, buy time)~$2314 Aug 202611d left+$0.02/sh+$153
cycle +$3,519
[-$3,227…+$1,691] · 38% credit
67%
surv 54%
-$113,550 NOT
cap gain +$38,137
Max even-money escape in the band~$2321 Aug 202618d left+$0.01/sh+$108
cycle +$3,474
[-$4,329…+$1,600] · 36% credit
68%
surv 58%
-$108,889 NOT
cap gain +$42,799
SS $40 not reachable for even money within 45d; this is the ceiling of the free ladder
Safety roll (pay small debit, max POP)~$2421 Aug 202618d left-$0.06/sh-$614
cycle +$2,752
[-$5,045…+$844] · 31% credit
70%
surv 61%
-$104,629 NOT
cap gain +$47,059
budget: banked $3,366 debit $614 (18% used ≈ 0.2 wk of income) → whole cycle still +$2,752 cash · rolled 102 ct earn ≈ $27,136/mo while parked; 23 ct free to re-sell
If rolled & exited = your total from-entry P&L if you roll to that strike and then close the whole fortress with the stock pinned there (all legs repriced; SAFE = P&L ≥ 0). Cap gain is what that roll earns THIS cycle (premium + appreciation from today to the new strike); the total adds your existing MTM on top. Same from-entry basis as this tool's @cap / total-exit numbers, at the rolled strike.
POP = P(stays ≤ strike + premium collected, the call is profitable); surv = P(stays ≤ strike, the call expires fully worthless). Survival is the stricter bar (no premium cushion), so it sits below POP.
Method: each leg = its live quote (buyback off the ask, sells off the bid) × a Black-Scholes ratio to the challenge, using the leg's own IV shifted +0.5 vol pt per +1% move (spike-vol name: vol expands on a fast move, richer buyback). Estimates, not quotes; the live roll table owns the real decision when a CC is actually threatened.
More detail, income coverage, downside budget, tripwires, held-to-expiry ladder, V-bounce stress
Income coverage
Gross FIGHT income$12,622/mo
vs 50% target ($19,031/mo)-34%
vs normal income ($38,063/mo)33% covered
Net income (after hedge)$12,668/mo
Downside budget
⚠ $23 is $11 below CC-SS $34.12: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$110,042
… as % of IC ($27,625)398.3%
… as % of ML ($277,625)39.6%
Recovery months (at normal income)2.9 mo
Surgical close (102 ct)$-125,766
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.08/sh (~25% of the $0.33 collected) or spot ≥ $23.52 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $23)); NOT the premium you collected. Momentum override: two daily closes above $27.34 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $22.77Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$23-23.52
Hold, alert at breakeven. Rolling into a spike pays top dollar; let theta bleed the buyback first.★ Roll on strength NOW: cheap buyback, fat credits.Close or roll same day; pin risk at the strike.
Through breakeven
≥ $23.52
Act now: intrinsic compounds daily. Up-and-out or safety roll.Roll or close immediately; time value is gone.Close today, or be assigned.
If held to expiryexact, settlement = intrinsic  ·  fortress delta 0.80 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$23.00 (1.1σ)$3,366$-113,704+$37,984+$3,264
+2.5%$23.57 (1.3σ)$-2,499$-113,840+$37,847-$2,601
+5%$24.15 (1.4σ)$-8,364$-113,977+$37,711-$8,466
SS (= V-bounce)$39.71 (6.3σ)$-167,076$-130,805+$20,882-$108,936
V-BOUNCE STRESS (stock → CC-SS $34.12, where you are whole again, by expiry)
Starting unrealized P&L: $-151,687
+ Fortress recovery (un-capped): +$145,362
− CC assignment net of premium (102 × $23): -$110,042
− Conservative CC assignment net of premium (23 × $34): -$249
Total Position P&L @ SS: $-116,617 (+$35,071 vs today)
Do-nothing baseline at SS: $-7,681 (this trade vs do-nothing: $-108,936, the opportunity cost of earning $12,622/mo FIGHT income now)
BB-reversion stress (→ $25.57 20W MA (bounce target), the probable scenario per weekly technicals): CC give-up -$22,848, position total $-114,314 (+$37,373 vs today)
🎯 50% normal121 × $22.507 Aug8d15.2%81%hist 99%41%hist 28%+7pp$5,082$19,058$135,501
Sell 121 × $22.50 15.2% OTM over spot $19.53 7 Aug 2026 (8d, $0.62 mid)
= $5,082 credit for the 8d cycle → $19,058/mo projected
Survival (stays ≤ $22.50)
81%
Breach risk
19%
POP (stays ≤ $23.12)
84%
EV / mo
+$4,198
📈 CAMPAIGN OUTLOOK (400 simulated futures, this rung on repeat for 9 months, no directional opinion)
FIGHT'S EDGE
+7pp
48% whole by 9mo vs 41% doing nothing
FIRE DRILLS
~2.5/quarter
challenges to roll; realized tends lower (calibration)
BANKED RATE WHILE FIGHTING
$8,016/mo
median; plan ~$5,451/mo after 68% keep · $49,011 banked by campaign end (selling stops once whole)
green: with FIGHT · grey: without
if it recovers, the typical trip is ~2.4 mo [1.4-4.8], measured ONLY among the 48% of futures that got whole
🛡 IF CHALLENGED (spot reaches the strike) · challenge = the strike is touched at any point, so it runs ~2x the breach risk (finishing through it)
Challenge odds (touch by expiry)
30%
Flat exit net (mid-life)
-$14,334
Free roll-up
none
Safest escape (by 21 Aug 2026)
$24 @ 71% POP
65% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 121 calls + sell the new ones, one order. Prices assume the central case (day 4 of 8); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $2.27/sh now → $1.60 mid-life (likely $1.65–$2.59)≈ $0 at expiry  |  you banked $0.42/sh, so a flat mid-life exit nets -$1.18/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 900 simulated challenges: the $22 strike is typically first touched on day 4 of 8, at $23 (overshoots $0.85). The [P25–P75] under each Total is that door's credit across those paths; % credit is the share of those challenges where the roll is a net credit.
MoveNew strike ≈New expiryTenorEst netTotal (121 ct)POP / surv
of new CC
If rolled & exited
total P&L · cap gain @ new strike
Roll out (same strike, buy time)~$2214 Aug 202611d left+$0.01/sh+$159
cycle +$5,241
[-$4,282…+$1,291] · 33% credit
67%
surv 54%
-$116,829 NOT
cap gain +$34,858
Max even-money escape in the band~$2321 Aug 202618d left+$0.00/sh+$47
cycle +$5,129
[-$5,664…+$1,062] · 30% credit
68%
surv 58%
-$112,233 NOT
cap gain +$39,454
SS $40 not reachable for even money within 45d; this is the ceiling of the free ladder
Safety roll (pay small debit, max POP)~$2421 Aug 202618d left-$0.35/sh-$4,250
cycle +$832
[-$10,737…-$3,617] · 11% credit
71%
surv 65%
-$106,568 NOT
cap gain +$45,120
budget: banked $5,082 debit $4,250 (84% used ≈ 1.0 wk of income) → whole cycle still +$832 cash · rolled 121 ct earn ≈ $25,278/mo while parked; 4 ct free to re-sell
If rolled & exited = your total from-entry P&L if you roll to that strike and then close the whole fortress with the stock pinned there (all legs repriced; SAFE = P&L ≥ 0). Cap gain is what that roll earns THIS cycle (premium + appreciation from today to the new strike); the total adds your existing MTM on top. Same from-entry basis as this tool's @cap / total-exit numbers, at the rolled strike.
POP = P(stays ≤ strike + premium collected, the call is profitable); surv = P(stays ≤ strike, the call expires fully worthless). Survival is the stricter bar (no premium cushion), so it sits below POP.
Method: each leg = its live quote (buyback off the ask, sells off the bid) × a Black-Scholes ratio to the challenge, using the leg's own IV shifted +0.5 vol pt per +1% move (spike-vol name: vol expands on a fast move, richer buyback). Estimates, not quotes; the live roll table owns the real decision when a CC is actually threatened.
More detail, income coverage, downside budget, tripwires, held-to-expiry ladder, V-bounce stress
Income coverage
Gross FIGHT income$19,058/mo
vs 50% target ($19,031/mo)+0%
vs normal income ($38,063/mo)50% covered
Net income (after hedge)$19,066/mo
Downside budget
⚠ $22.50 is $12 below CC-SS $34.12: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$135,501
… as % of IC ($27,625)490.5%
… as % of ML ($277,625)48.8%
Recovery months (at normal income)3.6 mo
Surgical close (121 ct)$-149,253
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.10/sh (~25% of the $0.42 collected) or spot ≥ $23.12 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $22)); NOT the premium you collected. Momentum override: two daily closes above $27.34 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $22.27Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$22-23.12
Hold, alert at breakeven. Rolling into a spike pays top dollar; let theta bleed the buyback first.★ Roll on strength NOW: cheap buyback, fat credits.Close or roll same day; pin risk at the strike.
Through breakeven
≥ $23.12
Act now: intrinsic compounds daily. Up-and-out or safety roll.Roll or close immediately; time value is gone.Close today, or be assigned.
If held to expiryexact, settlement = intrinsic  ·  fortress delta 0.80 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$22.50 (≤1σ, normal week)$5,082$-116,988+$34,700+$4,961
+2.5%$23.06 (1.1σ)$-1,724$-118,190+$33,497-$1,845
+5%$23.62 (1.3σ)$-8,530$-119,393+$32,295-$8,652
SS (= V-bounce)$39.71 (6.3σ)$-203,159$-156,058-$4,371-$134,189
V-BOUNCE STRESS (stock → CC-SS $34.12, where you are whole again, by expiry)
Starting unrealized P&L: $-151,687
+ Fortress recovery (un-capped): +$145,362
− CC assignment net of premium (121 × $22.50): -$135,501
− Conservative CC assignment net of premium (4 × $34): -$43
Total Position P&L @ SS: $-141,870 (+$9,818 vs today)
Do-nothing baseline at SS: $-7,681 (this trade vs do-nothing: $-134,189, the opportunity cost of earning $19,058/mo FIGHT income now)
BB-reversion stress (→ $25.57 20W MA (bounce target), the probable scenario per weekly technicals): CC give-up -$32,065, position total $-123,550 (+$28,137 vs today)
100% normal112 × $217 Aug8d7.5%69%hist 80%66%hist 51%+10pp$10,192$38,220+$19,162$136,734
Sell 112 × $21 7.5% OTM over spot $19.53 7 Aug 2026 (8d, $1.03 mid)
= $10,192 credit for the 8d cycle → $38,220/mo projected
Survival (stays ≤ $21)
69%
Breach risk
31%
POP (stays ≤ $22.04)
78%
EV / mo
+$11,260
📈 CAMPAIGN OUTLOOK (400 simulated futures, this rung on repeat for 9 months, no directional opinion)
FIGHT'S EDGE
+10pp
48% whole by 9mo vs 38% doing nothing
FIRE DRILLS
~4.7/quarter
challenges to roll; realized tends lower (calibration)
BANKED RATE WHILE FIGHTING
$12,437/mo
median; plan ~$8,457/mo after 68% keep · $72,011 banked by campaign end (selling stops once whole)
green: with FIGHT · grey: without
if it recovers, the typical trip is ~2.1 mo [1.3-3.9], measured ONLY among the 48% of futures that got whole
🛡 IF CHALLENGED (spot reaches the strike) · challenge = the strike is touched at any point, so it runs ~2x the breach risk (finishing through it)
Challenge odds (touch by expiry)
51%
Flat exit net (mid-life)
-$6,087
Free roll-up
none
Safest escape (by 21 Aug 2026)
$25 @ 83% POP
81% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 112 calls + sell the new ones, one order. Prices assume the central case (day 4 of 8); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $2.05/sh now → $1.45 mid-life (likely $1.78–$2.55)≈ $0 at expiry  |  you banked $0.91/sh, so a flat mid-life exit nets -$0.54/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 1,528 simulated challenges: the $21 strike is typically first touched on day 3 of 8, at $22 (overshoots $0.80). The [P25–P75] under each Total is that door's credit across those paths; % credit is the share of those challenges where the roll is a net credit.
MoveNew strike ≈New expiryTenorEst netTotal (112 ct)POP / surv
of new CC
If rolled & exited
total P&L · cap gain @ new strike
Max even-money escape in the band~$2114 Aug 202611d left+$0.02/sh+$264
cycle +$10,456
[-$4,688…-$946] · 20% credit
67%
surv 54%
-$126,822 NOT
cap gain +$24,865
SS $40 not reachable for even money within 45d; this is the ceiling of the free ladder
Roll out (same strike, buy time)~$2114 Aug 202611d left+$0.01/sh+$87
cycle +$10,279
[-$4,920…-$1,132] · 18% credit
67%
surv 54%
-$126,726 NOT
cap gain +$24,962
Safety roll (pay small debit, max POP)~$2521 Aug 202618d left-$0.90/sh-$10,130
cycle +$62
[-$18,913…-$12,724]
83%
surv 81%
-$92,385 NOT
cap gain +$59,302
budget: banked $10,192 debit $10,130 (99% used ≈ 1.2 wk of income) → whole cycle still +$62 cash · rolled 112 ct earn ≈ $10,250/mo while parked; 13 ct free to re-sell
If rolled & exited = your total from-entry P&L if you roll to that strike and then close the whole fortress with the stock pinned there (all legs repriced; SAFE = P&L ≥ 0). Cap gain is what that roll earns THIS cycle (premium + appreciation from today to the new strike); the total adds your existing MTM on top. Same from-entry basis as this tool's @cap / total-exit numbers, at the rolled strike.
POP = P(stays ≤ strike + premium collected, the call is profitable); surv = P(stays ≤ strike, the call expires fully worthless). Survival is the stricter bar (no premium cushion), so it sits below POP.
Method: each leg = its live quote (buyback off the ask, sells off the bid) × a Black-Scholes ratio to the challenge, using the leg's own IV shifted +0.5 vol pt per +1% move (spike-vol name: vol expands on a fast move, richer buyback). Estimates, not quotes; the live roll table owns the real decision when a CC is actually threatened.
More detail, income coverage, downside budget, tripwires, held-to-expiry ladder, V-bounce stress
Income coverage
Gross FIGHT income$38,220/mo
vs 50% target ($19,031/mo)+101%
vs normal income ($38,063/mo)100% covered
Net income (after hedge)$38,246/mo
Downside budget
⚠ $21 is $13 below CC-SS $34.12: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$136,734
… as % of IC ($27,625)495.0%
… as % of ML ($277,625)49.3%
Recovery months (at normal income)3.6 mo
Surgical close (112 ct)$-137,312
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.23/sh (~25% of the $0.91 collected) or spot ≥ $22.04 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $21)); NOT the premium you collected. Momentum override: two daily closes above $27.34 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $20.79Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$21-22.04
Hold, alert at breakeven. Rolling into a spike pays top dollar; let theta bleed the buyback first.★ Roll on strength NOW: cheap buyback, fat credits.Close or roll same day; pin risk at the strike.
Through breakeven
≥ $22.04
Act now: intrinsic compounds daily. Up-and-out or safety roll.Roll or close immediately; time value is gone.Close today, or be assigned.
If held to expiryexact, settlement = intrinsic  ·  fortress delta 0.80 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$21.00 (≤1σ, normal week)$10,192$-126,813+$24,875+$10,080
+2.5%$21.52 (≤1σ, normal week)$4,312$-127,462+$24,225+$4,200
+5%$22.05 (≤1σ, normal week)$-1,568$-128,112+$23,575-$1,680
SS (= V-bounce)$39.71 (6.3σ)$-199,360$-157,389-$5,702-$135,520
V-BOUNCE STRESS (stock → CC-SS $34.12, where you are whole again, by expiry)
Starting unrealized P&L: $-151,687
+ Fortress recovery (un-capped): +$145,362
− CC assignment net of premium (112 × $21): -$136,734
− Conservative CC assignment net of premium (13 × $34): -$141
Total Position P&L @ SS: $-143,201 (+$8,487 vs today)
Do-nothing baseline at SS: $-7,681 (this trade vs do-nothing: $-135,520, the opportunity cost of earning $38,220/mo FIGHT income now)
BB-reversion stress (→ $25.57 20W MA (bounce target), the probable scenario per weekly technicals): CC give-up -$40,992, position total $-132,468 (+$19,219 vs today)
A nudge, not a rule: the engine maximizes income at acceptable safety; this weighs the income you would give up against the breach risk you would shed. Your hedge bleed and your read on GLXY are the tiebreakers.
⚔ FIGHT CC options · full candidate scan (15 clear the floor), click to expand

Every eligible strike x expiry in the 4-45 DTE band (3 expiries scanned, 15 clear the income floor), each sized to the minimum contracts that clear it. Sorted by survival (safest first): the primary 🎯 is the safest; rows below trade safety for income.

Fortress delta: 0.797 (IBKR)  |  Recovery@SS: +$145,362 (un-capped fortress gain if stock rallies to SS)  |  Do-nothing @ SS: $-7,681

StrikeDTEExpiryBidSellIncome/moNet/moSurvivalPOP (mid)EV/moCap Give-up @ CC-SS%ICTotal P&L @ SS
$22.508d7 Aug 2026$0.42121/125$19,058$19,06681%84%+$4,198-$135,501490.5%$-141,870 (vs do-nothing $-134,189)
$228d7 Aug 2026$0.6381/125$19,136$19,22477%83%+$6,676-$93,056336.9%$-99,859 (vs do-nothing $-92,178)
$21.508d7 Aug 2026$0.6282/125$19,065$19,15173%79%+$3,269-$98,387356.2%$-105,179 (vs do-nothing $-97,498)
$21.5015d14 Aug 2026$0.90106/125$19,080$19,11871%78%+$3,818-$124,215449.6%$-130,747 (vs do-nothing $-123,066)
$218d7 Aug 2026$0.9156/125$19,110$19,24869%78%+$5,630-$68,367247.5%$-75,441 (vs do-nothing $-67,760)
$2115d14 Aug 2026$1.0690/125$19,080$19,15067%76%+$3,370-$108,526392.9%$-115,231 (vs do-nothing $-107,550)
$20.508d7 Aug 2026$0.8064/125$19,200$19,32264%75%+$30-$82,038297.0%$-89,025 (vs do-nothing $-81,344)
$20.5015d14 Aug 2026$1.0690/125$19,080$19,15063%74%+$110-$113,026409.1%$-119,731 (vs do-nothing $-112,050)
$20.5022d21 Aug 2026$1.35104/125$19,145$19,18762%73%$-760-$127,592461.9%$-134,145 (vs do-nothing $-126,464)
$2022d21 Aug 2026$1.4398/125$19,110$19,16459%71%$-2,271-$124,347450.1%$-130,965 (vs do-nothing $-123,284)
$208d7 Aug 2026$0.9554/125$19,238$19,38059%71%$-771-$71,110257.4%$-78,205 (vs do-nothing $-70,524)
$2015d14 Aug 2026$1.2676/125$19,152$19,25059%72%$-67-$97,724353.8%$-104,581 (vs do-nothing $-96,900)
$19.5022d21 Aug 2026$1.8078/125$19,145$19,23955%70%+$671-$99,984361.9%$-106,819 (vs do-nothing $-99,138)
Show 2 more candidates (lower strikes: more income, lower survival)
StrikeDTEExpiryBidSellIncome/moNet/moSurvivalPOP (mid)EV/moCap Give-up @ CC-SS%ICTotal P&L @ SS
$19.5015d14 Aug 2026$1.5562/125$19,220$19,34654%70%+$570-$81,024293.3%$-88,033 (vs do-nothing $-80,352)
$19.508d7 Aug 2026$1.1644/125$19,140$19,30253%69%$-868-$59,217214.4%$-66,421 (vs do-nothing $-58,740)

Income/mo = FIGHT leg gross, DTE-prorated. Net/mo = FIGHT + conservative CC gross minus hedge cost. POP (mid) = probability stock closes at or below (strike + mid premium) at expiry, per-strike chain IV when available. Survival = CC expires fully worthless. EV/mo = premium minus expected buyback, monthly, with realized vol = IV x 85% (variance risk premium 15%). Survival, POP and touch use vol x 1.00 (raw implied: the VRP haircut is applied to the premium edge but NOT to risk, because understating the edge costs opportunity while understating breach odds costs capital; the risk-side haircut arms only from the graded ledger). Cap give-up @ SS = recovery mortgaged on a V-bounce to SS, net of premium. Total P&L @ SS = absolute position P&L if the stock closes at SS; "vs do-nothing" = opportunity cost against holding all 125 contracts at the conservative CC.

fortress_fight.py v6.3  |  2026-07-30 21:39