FORTRESS FIGHT: IREN-LC25 @ $41.83

BE SS: $44.00  |  CC-SS: $47.57  |  40 contracts (4,000 sh)  |  2026-07-08 01:49 |  ⌂ PORTFOLIO

IREN-LC25 @ $41.83   UNDERWATER $2.17 (4.9% below BE SS)

40 contracts (4,000 sh)  |  BE SS: $44.00  |  CC-SS: $47.57  |  IV: HIGH  |  Accounts: Main:1299, Joint:1782

LC: $25 exp 2028-01-21 (entry $32.037/sh)
SP: $47 exp 2028-01-21 (entry $21.146/sh)
HP: $35 exp 2026-10-16 (entry $5.147/sh)

Economics

Max Loss$112,000(ND $16.00 + SW $12) x 4000
Normal income ref$32,250/mo95% ann ROI on ML
Hedge rolling cost$8,280/mo
Unrealized P&L$-21,700fortress legs from IBKR
INCOME GOALPOSTS & VELOCITY
50% INCOME FLOOR
$16,125/mo
HEDGE COVER
$8,280/mo
NORMAL INCOME
$32,250/mo (ATM CC, chain)
IC VELOCITY
2.0 mo to earn back $64,000
ML VELOCITY
3.5 mo to earn back $112,000
NOT a deep drawdown: a CC at CC-SS $47.57 (probe: $48C 16d) still earns $16,650/mo (52% of normal). Sell the normal CC at/above CC-SS; a FIGHT CC below it is not needed here.
🏦 CAMPAIGN LEDGER , realized CC income since 2026-07-02; banked cash shrinks the hole, so CC-SS ratchets down (seeded from open positions, reconciled from IBKR executions nightly)
Banked since 2026-07-02
$1,623
Hole (after banked)
$20,077
was $21,700 · 7% earned back
Cycles closed
9
Credit in flight
$0
CC-SS ratchet
$48.04 → $47.57
TECHNICALS (cc_timing weekly gate + daily trigger)
WEEKLYNEUTRAL · %B 34 (live) · RSI 46 · MACD bearish, hist falling
DAILYFALLING (provisional) · RSI 37 · %B 18 · hist rising (nightly)
LEVELSUpper BB (CC ceiling) $65.71 (+57%) · daily UBB $64.87 · 1-wk expected move ±$8 (chain IV)
SETUPNo tilt: engine default. (advisory; floors and picks are chain-only)
⚠ Next earnings 2026-08-28: candidates whose expiry crosses it are flagged in the spectrum; EV is unreliable across earnings.
INTERPRETATION
Primary: 39 contracts at $48.50 / 2d. This is the safest strike (survival 94%, breach 6%) that still earns 50% of normal income ($16,125/mo); it brings $16,380/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 40 × $46.50/2d for $32,400/mo, but breach risk rises to 13% (+7pp vs the primary). The lower strike is hit by a smaller bounce.
More safety, less income: for just the hedge you can sit at 33 × $50/2d (97% survival, $8,415/mo).
Downside anchor: the primary mortgages $0 (0% of IC) ONLY on a full V-bounce all the way to SS $44, recoverable in 0.0 months of normal income. That is the rare tail; the frequent case is the strike holding. Surgical close on the 39 contracts realizes $-21,294 and cuts bleed by $8,073/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 40 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: THIS FRIDAY · 10 Jul 2026 (2d) · sell 39 × $48.50, 94% survival, $16,380/mo (E[net] $8,261/mo).
The two weekly tracks below are ranked by E[net]/mo = income − P(touch) × escape cost. Each has its own full ladder.
TrackExpirySellSurvivalIncome/moE[net]/mo
THIS FRIDAY 🏆10 Jul 2026 · 2d39 × $48.5094%$16,380$8,261
NEXT FRIDAY17 Jul 2026 · 9d35 × $4879%$16,333$3,623

📅 THIS FRIDAY · 10 Jul 2026 · 2d · E[net] $8,261/mo 🏆 GRAND PICK

🎯 Engine pick: sell 39 × $48.50 (primary), 94% survival, breach 6%, $16,380/mo.
The pick is already past the ~80% (≈1σ) comfort line, so take the income. Stepping out to the $49.50 rung (33% normal) lifts survival to 96% (breach 6% → 4%) for $5,580/mo less (34% income) buys safety you do not really need here.
IREN  spot $41.83 · click a rung to expand its decision panel
RungSellExpiryDTEOTMSurvivalTouch oddsPer cycleIncome/moΔ vs pickCap give-up
cover hedge33 × $5010 Jul2d19.5%97%7%$561$8,415-$7,965$0
Sell 33 × $50 19.5% OTM over spot $41.83 10 Jul 2026 (2d, $0.18 mid)
= $561 credit for the 2d cycle → $8,415/mo projected
Survival (stays ≤ $50)
97%
Breach risk
3%
POP (stays ≤ $50.19)
97%
EV / mo
+$7,118
📈 CAMPAIGN OUTLOOK (400 paths, sell-roll-repeat this rung for 9 mo)   whole in 0.3 mo [0.1-1.1] median, 0.1 mo faster than no FIGHT (0.4 mo)  ·  81% of paths whole by 9 mo (vs 99% without)  ·  ~1.2 challenges expected  ·  median CC cash $448
🛡 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)
4%
Flat exit net (mid-life)
-$5,757
Free roll-up
+$6/wk
Safest escape (by 24 Jul 2026)
$61 @ 84% POP
81% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 33 calls + sell the new ones, one order. Prices assume the central case (day 1 of 2); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $2.71/sh now → $1.91 mid-life (likely $1.93–$3.61)≈ $0 at expiry  |  you banked $0.17/sh, so a flat mid-life exit nets -$1.74/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 109 simulated challenges: the $50 strike is typically first touched on day 2 of 2, at $52 (overshoots $1.83). 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 (33 ct)POP / surv
of new CC
Roll out (same strike, buy time)~$5017 Jul 20268d left+$2.37/sh+$7,814
cycle +$8,375
[+$6,765…+$8,437] · 99% credit
69%
surv 54%
Reliable up-and-out (highest cap still free ≥60%)~$5924 Jul 202615d left+$0.52/sh+$1,716
cycle +$2,277
[-$1,066…+$2,066] · 63% credit
82%
surv 77%
Up-and-out for even (raise the cap, free)~$5617 Jul 20268d left+$0.12/sh+$397
cycle +$958
[-$2,439…+$502] · 39% credit
80%
surv 75%
Max even-money escape in the band~$6124 Jul 202615d left+$0.10/sh+$327
cycle +$888
[-$2,826…+$590] · 38% credit
84%
surv 81%
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$8,415/mo
vs 50% target ($16,125/mo)-48%
vs normal income ($32,250/mo)26% covered
Net income (after hedge)$4,663/mo
Downside budget
✓ $50 is at/above CC-SS $47.57: assignment is break-even or better.
Cap give-up @ CC-SS (V-bounce)-$0
… as % of IC ($64,000)0.0%
… as % of ML ($112,000)0.0%
Recovery months (at normal income)0.0 mo
Surgical close (33 ct)$-17,952
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.04/sh (~25% of the $0.17 collected) or spot ≥ $50.19 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $50)); NOT the premium you collected. Momentum override: two daily closes above $64.87 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 4d left3d left≤ 2d (expiry)
Below $49.50Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$50-50.19
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
≥ $50.19
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 0.87 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$50.00 (2.0σ)$561$5,623+$27,323+$8,976
+2.5%$51.25 (2.3σ)$-3,564$4,988+$26,688+$8,976
+5%$52.50 (2.6σ)$-7,689$4,353+$26,053+$8,976
V-BOUNCE STRESS (stock → CC-SS $47.57, where you are whole again, by expiry)
Starting unrealized P&L: $-21,700
+ Fortress recovery (un-capped): +$20,077
− CC assignment net of premium (33 × $50): -$0
− Conservative CC assignment net of premium (7 × $44): -$87
Total Position P&L @ SS: $-1,710 (+$19,990 vs today)
Do-nothing baseline at SS: $-2,121 (this trade vs do-nothing: +$410, the opportunity cost of earning $8,415/mo FIGHT income now)
33% normal40 × $49.5010 Jul2d18.4%96%9%$720$10,800-$5,580$0
Sell 40 × $49.50 18.4% OTM over spot $41.83 10 Jul 2026 (2d, $0.23 mid)
= $720 credit for the 2d cycle → $10,800/mo projected
Survival (stays ≤ $49.50)
96%
Breach risk
4%
POP (stays ≤ $49.73)
96%
EV / mo
+$8,710
📈 CAMPAIGN OUTLOOK (400 paths, sell-roll-repeat this rung for 9 mo)   whole in 0.3 mo [0.1-1.0] median, 0.1 mo faster than no FIGHT (0.4 mo)  ·  77% of paths whole by 9 mo (vs 99% without)  ·  ~1.6 challenges expected  ·  median CC cash $-108
🛡 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)
5%
Flat exit net (mid-life)
-$6,830
Free roll-up
+$6/wk
Safest escape (by 24 Jul 2026)
$61 @ 84% POP
81% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 40 calls + sell the new ones, one order. Prices assume the central case (day 1 of 2); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $2.67/sh now → $1.89 mid-life (likely $1.84–$3.62)≈ $0 at expiry  |  you banked $0.18/sh, so a flat mid-life exit nets -$1.71/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 146 simulated challenges: the $50 strike is typically first touched on day 2 of 2, at $51 (overshoots $1.66). 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 (40 ct)POP / surv
of new CC
Roll out (same strike, buy time)~$5017 Jul 20268d left+$2.33/sh+$9,337
cycle +$10,057
[+$8,042…+$10,141] · 100% credit
69%
surv 54%
Reliable up-and-out (highest cap still free ≥60%)~$5924 Jul 202615d left+$0.48/sh+$1,922
cycle +$2,642
[-$1,588…+$2,483] · 63% credit
82%
surv 78%
Up-and-out for even (raise the cap, free)~$5617 Jul 20268d left+$0.09/sh+$373
cycle +$1,093
[-$3,190…+$636] · 37% credit
80%
surv 75%
Max even-money escape in the band~$6124 Jul 202615d left+$0.06/sh+$259
cycle +$979
[-$3,710…+$733] · 34% credit
84%
surv 81%
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$10,800/mo
vs 50% target ($16,125/mo)-33%
vs normal income ($32,250/mo)33% covered
Net income (after hedge)$2,520/mo
Downside budget
✓ $49.50 is at/above CC-SS $47.57: assignment is break-even or better.
Cap give-up @ CC-SS (V-bounce)-$0
… as % of IC ($64,000)0.0%
… as % of ML ($112,000)0.0%
Recovery months (at normal income)0.0 mo
Surgical close (40 ct)$-21,880
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.04/sh (~25% of the $0.18 collected) or spot ≥ $49.73 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $50)); NOT the premium you collected. Momentum override: two daily closes above $64.87 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 4d left3d left≤ 2d (expiry)
Below $49.01Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$49-49.73
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
≥ $49.73
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 0.87 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$49.50 (1.9σ)$720$5,821+$27,521+$8,920
+2.5%$50.74 (2.2σ)$-4,230$5,192+$26,892+$8,920
+5%$51.98 (2.5σ)$-9,180$4,564+$26,264+$8,920
V-BOUNCE STRESS (stock → CC-SS $47.57, where you are whole again, by expiry)
Starting unrealized P&L: $-21,700
+ Fortress recovery (un-capped): +$20,077
− CC assignment net of premium (40 × $49.50): -$0
Total Position P&L @ SS: $-1,623 (+$20,077 vs today)
Do-nothing baseline at SS: $-2,121 (this trade vs do-nothing: +$497, the opportunity cost of earning $10,800/mo FIGHT income now)
🎯 50% normal39 × $48.5010 Jul2d16.0%94%8%$1,092$16,380$0
Sell 39 × $48.50 16.0% OTM over spot $41.83 10 Jul 2026 (2d, $0.32 mid)
= $1,092 credit for the 2d cycle → $16,380/mo projected
Survival (stays ≤ $48.50)
94%
Breach risk
6%
POP (stays ≤ $48.81)
95%
EV / mo
+$12,790
📈 CAMPAIGN OUTLOOK (400 paths, sell-roll-repeat this rung for 9 mo)   whole in 0.3 mo [0.1-0.9] median, 0.1 mo faster than no FIGHT (0.4 mo)  ·  80% of paths whole by 9 mo (vs 98% without)  ·  ~2.3 challenges expected  ·  median CC cash $1,118
🛡 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)
8%
Flat exit net (mid-life)
-$6,062
Free roll-up
+$6/wk
Safest escape (by 24 Jul 2026)
$60 @ 85% POP
82% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 39 calls + sell the new ones, one order. Prices assume the central case (day 1 of 2); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $2.59/sh now → $1.83 mid-life (likely $1.92–$3.63)≈ $0 at expiry  |  you banked $0.28/sh, so a flat mid-life exit nets -$1.55/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 227 simulated challenges: the $48 strike is typically first touched on day 2 of 2, at $50 (overshoots $1.88). 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 (39 ct)POP / surv
of new CC
Roll out (same strike, buy time)~$4817 Jul 20268d left+$2.27/sh+$8,842
cycle +$9,934
[+$7,456…+$9,435] · 99% credit
69%
surv 54%
Reliable up-and-out (highest cap still free ≥60%)~$5724 Jul 202615d left+$0.62/sh+$2,419
cycle +$3,511
[-$1,019…+$2,595] · 66% credit
81%
surv 76%
Max even-money escape in the band~$5924 Jul 202615d left+$0.19/sh+$743
cycle +$1,835
[-$3,141…+$786] · 39% credit
83%
surv 80%
Up-and-out for even (raise the cap, free)~$5517 Jul 20268d left+$0.04/sh+$158
cycle +$1,250
[-$3,518…+$82] · 28% credit
81%
surv 76%
Safety roll (pay small debit, max POP)~$6024 Jul 202615d left-$0.00/sh-$9
cycle +$1,083
[-$4,117…-$19] · 24% credit
85%
surv 82%
budget: banked $1,092 debit $9 (1% used ≈ 0.0 wk of income) → whole cycle still +$1,083 cash · rolled 39 ct earn ≈ $14,289/mo while parked; 1 ct free to re-sell
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$16,380/mo
vs 50% target ($16,125/mo)+2%
vs normal income ($32,250/mo)51% covered
Net income (after hedge)$8,747/mo
Downside budget
✓ $48.50 is at/above CC-SS $47.57: assignment is break-even or better.
Cap give-up @ CC-SS (V-bounce)-$0
… as % of IC ($64,000)0.0%
… as % of ML ($112,000)0.0%
Recovery months (at normal income)0.0 mo
Surgical close (39 ct)$-21,294
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.07/sh (~25% of the $0.28 collected) or spot ≥ $48.81 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $48)); NOT the premium you collected. Momentum override: two daily closes above $64.87 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 4d left3d left≤ 2d (expiry)
Below $48.02Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$48-48.81
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
≥ $48.81
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 0.87 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$48.50 (1.6σ)$1,092$2,596+$24,296+$5,187
+2.5%$49.71 (1.9σ)$-3,637$1,980+$23,680+$5,187
+5%$50.93 (2.2σ)$-8,366$1,364+$23,064+$5,187
V-BOUNCE STRESS (stock → CC-SS $47.57, where you are whole again, by expiry)
Starting unrealized P&L: $-21,700
+ Fortress recovery (un-capped): +$20,077
− CC assignment net of premium (39 × $48.50): -$0
− Conservative CC assignment net of premium (1 × $44): -$12
Total Position P&L @ SS: $-1,636 (+$20,064 vs today)
Do-nothing baseline at SS: $-2,121 (this trade vs do-nothing: +$485, the opportunity cost of earning $16,380/mo FIGHT income now)
🛡 safe yield40 × $47.5010 Jul2d13.6%91%19%$1,560$23,400+$7,020$0
Sell 40 × $47.50 13.6% OTM over spot $41.83 10 Jul 2026 (2d, $0.43 mid)
= $1,560 credit for the 2d cycle → $23,400/mo projected
Survival (stays ≤ $47.50)
91%
Breach risk
9%
POP (stays ≤ $47.93)
92%
EV / mo
+$16,984
📈 CAMPAIGN OUTLOOK (400 paths, sell-roll-repeat this rung for 9 mo)   whole in 0.3 mo [0.1-0.8] median  ·  84% of paths whole by 9 mo (vs 98% without)  ·  ~3.2 challenges expected  ·  median CC cash $3,599
🛡 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)
12%
Flat exit net (mid-life)
-$5,566
Free roll-up
+$5/wk
Safest escape (by 24 Jul 2026)
$59 @ 85% POP
82% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 40 calls + sell the new ones, one order. Prices assume the central case (day 1 of 2); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $2.52/sh now → $1.78 mid-life (likely $1.91–$3.79)≈ $0 at expiry  |  you banked $0.39/sh, so a flat mid-life exit nets -$1.39/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 348 simulated challenges: the $48 strike is typically first touched on day 2 of 2, at $49 (overshoots $1.83). 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 (40 ct)POP / surv
of new CC
Roll out (same strike, buy time)~$4817 Jul 20268d left+$2.20/sh+$8,804
cycle +$10,364
[+$7,050…+$9,146] · 100% credit
69%
surv 54%
Reliable up-and-out (highest cap still free ≥60%)~$5624 Jul 202615d left+$0.54/sh+$2,164
cycle +$3,724
[-$1,945…+$2,045] · 61% credit
81%
surv 77%
Up-and-out for even (raise the cap, free)~$5317 Jul 20268d left+$0.25/sh+$994
cycle +$2,554
[-$2,903…+$804] · 44% credit
79%
surv 73%
Max even-money escape in the band~$5824 Jul 202615d left+$0.12/sh+$484
cycle +$2,044
[-$4,147…+$287] · 30% credit
84%
surv 81%
Safety roll (pay small debit, max POP)~$5924 Jul 202615d left-$0.07/sh-$266
cycle +$1,294
[-$5,147…-$485] · 17% credit
85%
surv 82%
budget: banked $1,560 debit $266 (17% used ≈ 0.0 wk of income) → whole cycle still +$1,294 cash · rolled 40 ct earn ≈ $13,720/mo while parked; 0 ct free to re-sell
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$23,400/mo
vs 50% target ($16,125/mo)+45%
vs normal income ($32,250/mo)73% covered
Net income (after hedge)$15,120/mo
Downside budget
✓ $47.50 is at/above CC-SS $47.57: assignment is break-even or better.
Cap give-up @ CC-SS (V-bounce)-$0
… as % of IC ($64,000)0.0%
… as % of ML ($112,000)0.0%
Recovery months (at normal income)0.0 mo
Surgical close (40 ct)$-21,860
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 $0.39 collected) or spot ≥ $47.93 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $48)); NOT the premium you collected. Momentum override: two daily closes above $64.87 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 4d left3d left≤ 2d (expiry)
Below $47.02Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$47-47.93
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
≥ $47.93
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 0.87 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$47.50 (1.4σ)$1,560$-323+$21,377+$1,760
+2.5%$48.69 (1.7σ)$-3,190$-926+$20,774+$1,760
+5%$49.88 (2.0σ)$-7,940$-1,529+$20,171+$1,760
V-BOUNCE STRESS (stock → CC-SS $47.57, where you are whole again, by expiry)
Starting unrealized P&L: $-21,700
+ Fortress recovery (un-capped): +$20,077
− CC assignment net of premium (40 × $47.50): -$0
Total Position P&L @ SS: $-1,623 (+$20,077 vs today)
Do-nothing baseline at SS: $-2,121 (this trade vs do-nothing: +$497, the opportunity cost of earning $23,400/mo FIGHT income now)
100% normal40 × $46.5010 Jul2d11.2%87%27%$2,160$32,400+$16,020$2,137
Sell 40 × $46.50 11.2% OTM over spot $41.83 10 Jul 2026 (2d, $0.58 mid)
= $2,160 credit for the 2d cycle → $32,400/mo projected
Survival (stays ≤ $46.50)
87%
Breach risk
13%
POP (stays ≤ $47.09)
89%
EV / mo
+$21,431
📈 CAMPAIGN OUTLOOK (400 paths, sell-roll-repeat this rung for 9 mo)   whole in 0.3 mo [0.1-0.7] median, 0.1 mo faster than no FIGHT (0.3 mo)  ·  89% of paths whole by 9 mo (vs 99% without)  ·  ~3.7 challenges expected  ·  median CC cash $5,149
🛡 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)
16%
Flat exit net (mid-life)
-$4,758
Free roll-up
+$5/wk
Safest escape (by 24 Jul 2026)
$60 @ 87% POP
85% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 40 calls + sell the new ones, one order. Prices assume the central case (day 1 of 2); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $2.45/sh now → $1.73 mid-life (likely $1.89–$3.65)≈ $0 at expiry  |  you banked $0.54/sh, so a flat mid-life exit nets -$1.19/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 477 simulated challenges: the $46 strike is typically first touched on day 2 of 2, at $48 (overshoots $1.85). 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 (40 ct)POP / surv
of new CC
Roll out (same strike, buy time)~$4617 Jul 20268d left+$2.14/sh+$8,543
cycle +$10,703
[+$6,875…+$8,781] · 97% credit
69%
surv 54%
Reliable up-and-out (highest cap still free ≥60%)~$5424 Jul 202615d left+$0.64/sh+$2,568
cycle +$4,728
[-$1,251…+$2,412] · 66% credit
80%
surv 75%
Up-and-out for even (raise the cap, free)~$5217 Jul 20268d left+$0.19/sh+$780
cycle +$2,940
[-$2,973…+$563] · 37% credit
79%
surv 74%
Max even-money escape in the band~$5724 Jul 202615d left+$0.05/sh+$216
cycle +$2,376
[-$4,293…-$40] · 24% credit
84%
surv 81%
Safety roll (pay small debit, max POP)~$6024 Jul 202615d left-$0.48/sh-$1,928
cycle +$232
[-$7,408…-$2,283]
87%
surv 85%
budget: banked $2,160 debit $1,928 (89% used ≈ 0.3 wk of income) → whole cycle still +$232 cash · rolled 40 ct earn ≈ $9,981/mo while parked; 0 ct free to re-sell
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$32,400/mo
vs 50% target ($16,125/mo)+101%
vs normal income ($32,250/mo)100% covered
Net income (after hedge)$24,120/mo
Downside budget
⚠ $46.50 is $1 below CC-SS $47.57: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$2,137
… as % of IC ($64,000)3.3%
… as % of ML ($112,000)1.9%
Recovery months (at normal income)0.1 mo
Surgical close (40 ct)$-21,880
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.14/sh (~25% of the $0.54 collected) or spot ≥ $47.09 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $46)); NOT the premium you collected. Momentum override: two daily closes above $64.87 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 4d left3d left≤ 2d (expiry)
Below $46.03Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$46-47.09
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
≥ $47.09
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 0.87 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$46.50 (1.1σ)$2,160$-3,215+$18,485-$1,640
+2.5%$47.66 (1.4σ)$-2,490$-3,805+$17,895-$1,640
+5%$48.83 (1.7σ)$-7,140$-4,396+$17,304-$1,640
V-BOUNCE STRESS (stock → CC-SS $47.57, where you are whole again, by expiry)
Starting unrealized P&L: $-21,700
+ Fortress recovery (un-capped): +$20,077
− CC assignment net of premium (40 × $46.50): -$2,137
Total Position P&L @ SS: $-3,761 (+$17,939 vs today)
Do-nothing baseline at SS: $-2,121 (this trade vs do-nothing: $-1,640, the opportunity cost of earning $32,400/mo FIGHT income now)
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 IREN are the tiebreakers.

📅 NEXT FRIDAY · 17 Jul 2026 · 9d · E[net] $3,623/mo

🎯 Engine pick: sell 35 × $48 (primary), 79% survival, breach 21%, $16,333/mo.
⚖️ Worth a safer step: the $51 rung (33% normal) lifts survival to 86% (breach 21% → 14%) for $5,567/mo less (34% income), and it still covers your hedge. The pick sits below the ~80% (≈1σ) comfort line; on a drawdown you are nursing back, dodging the frequent breach usually beats the extra premium. Lean: the safer $51 rung, unless you need the income to cover the hedge bleed, or you expect IREN to stay flat-to-down near term.
IREN  spot $41.83 · click a rung to expand its decision panel
RungSellExpiryDTEOTMSurvivalTouch oddsPer cycleIncome/moΔ vs pickCap give-up
cover hedge35 × $5217 Jul9d24.3%88%24%$2,485$8,283-$8,050$0
Sell 35 × $52 24.3% OTM over spot $41.83 17 Jul 2026 (9d, $0.78 mid)
= $2,485 credit for the 9d cycle → $8,283/mo projected
Survival (stays ≤ $52)
88%
Breach risk
12%
POP (stays ≤ $52.78)
90%
EV / mo
+$4,086
📈 CAMPAIGN OUTLOOK (400 paths, sell-roll-repeat this rung for 9 mo)   whole in 0.4 mo [0.1-1.0] median  ·  82% of paths whole by 9 mo (vs 99% without)  ·  ~1.5 challenges expected  ·  median CC cash $-336
🛡 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)
19%
Flat exit net (mid-life)
-$10,080
Free roll-up
+$3/wk
Safest escape (by 24 Jul 2026)
$57 @ 76% POP
69% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 35 calls + sell the new ones, one order. Prices assume the central case (day 4 of 9); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $5.07/sh now → $3.59 mid-life (likely $3.18–$5.25)≈ $0 at expiry  |  you banked $0.71/sh, so a flat mid-life exit nets -$2.88/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 566 simulated challenges: the $52 strike is typically first touched on day 6 of 9, at $54 (overshoots $2.04). 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 (35 ct)POP / surv
of new CC
Roll out (same strike, buy time)~$5224 Jul 202612d left+$1.48/sh+$5,182
cycle +$7,667
[+$4,468…+$7,314] · 100% credit
69%
surv 55%
Reliable up-and-out (highest cap still free ≥60%)~$5524 Jul 202612d left+$0.31/sh+$1,078
cycle +$3,563
[-$152…+$2,895] · 71% credit
73%
surv 63%
Up-and-out for even (raise the cap, free)~$5524 Jul 202612d left+$0.16/sh+$544
cycle +$3,029
[-$768…+$2,266] · 57% credit
73%
surv 64%
Max even-money escape in the band~$5524 Jul 202612d left+$0.16/sh+$544
cycle +$3,029
[-$768…+$2,266] · 57% credit
73%
surv 64%
Safety roll (pay small debit, max POP)~$5724 Jul 202612d left-$0.50/sh-$1,757
cycle +$728
[-$3,438…-$485] · 22% credit
76%
surv 69%
budget: banked $2,485 debit $1,757 (71% used ≈ 0.9 wk of income) → whole cycle still +$728 cash · rolled 35 ct earn ≈ $27,020/mo while parked; 5 ct free to re-sell
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$8,283/mo
vs 50% target ($16,125/mo)-49%
vs normal income ($32,250/mo)26% covered
Net income (after hedge)$3,238/mo
Downside budget
✓ $52 is at/above CC-SS $47.57: assignment is break-even or better.
Cap give-up @ CC-SS (V-bounce)-$0
… as % of IC ($64,000)0.0%
… as % of ML ($112,000)0.0%
Recovery months (at normal income)0.0 mo
Surgical close (35 ct)$-19,232
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.18/sh (~25% of the $0.71 collected) or spot ≥ $52.78 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $52)); NOT the premium you collected. Momentum override: two daily closes above $64.87 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $51.48Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$51-52.78
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
≥ $52.78
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 0.87 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$52.00 (1.2σ)$2,485$14,041+$35,741+$18,410
+2.5%$53.30 (1.3σ)$-2,065$13,381+$35,081+$18,410
+5%$54.60 (1.5σ)$-6,615$12,720+$34,420+$18,410
V-BOUNCE STRESS (stock → CC-SS $47.57, where you are whole again, by expiry)
Starting unrealized P&L: $-21,700
+ Fortress recovery (un-capped): +$20,077
− CC assignment net of premium (35 × $52): -$0
− Conservative CC assignment net of premium (5 × $44): -$62
Total Position P&L @ SS: $-1,685 (+$20,015 vs today)
Do-nothing baseline at SS: $-2,121 (this trade vs do-nothing: +$435, the opportunity cost of earning $8,283/mo FIGHT income now)
33% normal ← lean38 × $5117 Jul9d21.9%86%29%$3,230$10,767-$5,567$0
Sell 38 × $51 21.9% OTM over spot $41.83 17 Jul 2026 (9d, $0.91 mid)
= $3,230 credit for the 9d cycle → $10,767/mo projected
Survival (stays ≤ $51)
86%
Breach risk
14%
POP (stays ≤ $51.91)
88%
EV / mo
+$5,021
📈 CAMPAIGN OUTLOOK (400 paths, sell-roll-repeat this rung for 9 mo)   whole in 0.3 mo [0.1-1.0] median  ·  82% of paths whole by 9 mo (vs 99% without)  ·  ~1.7 challenges expected  ·  median CC cash $-699
🛡 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)
22%
Flat exit net (mid-life)
-$10,039
Free roll-up
+$3/wk
Safest escape (by 24 Jul 2026)
$57 @ 78% POP
72% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 38 calls + sell the new ones, one order. Prices assume the central case (day 4 of 9); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $4.93/sh now → $3.49 mid-life (likely $3.29–$5.20)≈ $0 at expiry  |  you banked $0.85/sh, so a flat mid-life exit nets -$2.64/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 658 simulated challenges: the $51 strike is typically first touched on day 5 of 9, at $53 (overshoots $2.08). 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 (38 ct)POP / surv
of new CC
Roll out (same strike, buy time)~$5124 Jul 202612d left+$1.44/sh+$5,467
cycle +$8,697
[+$4,546…+$7,460] · 100% credit
69%
surv 55%
Reliable up-and-out (highest cap still free ≥60%)~$5424 Jul 202612d left+$0.27/sh+$1,027
cycle +$4,257
[-$529…+$2,194] · 64% credit
73%
surv 63%
Up-and-out for even (raise the cap, free)~$5424 Jul 202612d left+$0.12/sh+$446
cycle +$3,676
[-$1,153…+$1,592] · 50% credit
74%
surv 64%
Max even-money escape in the band~$5424 Jul 202612d left+$0.12/sh+$446
cycle +$3,676
[-$1,153…+$1,592] · 50% credit
74%
surv 64%
Safety roll (pay small debit, max POP)~$5724 Jul 202612d left-$0.81/sh-$3,086
cycle +$144
[-$5,331…-$2,183] · 8% credit
78%
surv 72%
budget: banked $3,230 debit $3,086 (96% used ≈ 1.2 wk of income) → whole cycle still +$144 cash · rolled 38 ct earn ≈ $25,459/mo while parked; 2 ct free to re-sell
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$10,767/mo
vs 50% target ($16,125/mo)-33%
vs normal income ($32,250/mo)33% covered
Net income (after hedge)$3,780/mo
Downside budget
✓ $51 is at/above CC-SS $47.57: assignment is break-even or better.
Cap give-up @ CC-SS (V-bounce)-$0
… as % of IC ($64,000)0.0%
… as % of ML ($112,000)0.0%
Recovery months (at normal income)0.0 mo
Surgical close (38 ct)$-20,843
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.21/sh (~25% of the $0.85 collected) or spot ≥ $51.91 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $51)); NOT the premium you collected. Momentum override: two daily closes above $64.87 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $50.49Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$50-51.91
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
≥ $51.91
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 0.87 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$51.00 (1.1σ)$3,230$12,859+$34,559+$16,720
+2.5%$52.27 (1.2σ)$-1,615$12,211+$33,911+$16,720
+5%$53.55 (1.4σ)$-6,460$11,564+$33,264+$16,720
V-BOUNCE STRESS (stock → CC-SS $47.57, where you are whole again, by expiry)
Starting unrealized P&L: $-21,700
+ Fortress recovery (un-capped): +$20,077
− CC assignment net of premium (38 × $51): -$0
− Conservative CC assignment net of premium (2 × $44): -$25
Total Position P&L @ SS: $-1,648 (+$20,052 vs today)
Do-nothing baseline at SS: $-2,121 (this trade vs do-nothing: +$473, the opportunity cost of earning $10,767/mo FIGHT income now)
🎯 50% normal35 × $4817 Jul9d14.8%79%34%$4,900$16,333$0
Sell 35 × $48 14.8% OTM over spot $41.83 17 Jul 2026 (9d, $1.46 mid)
= $4,900 credit for the 9d cycle → $16,333/mo projected
Survival (stays ≤ $48)
79%
Breach risk
21%
POP (stays ≤ $49.46)
83%
EV / mo
+$5,959
📈 CAMPAIGN OUTLOOK (400 paths, sell-roll-repeat this rung for 9 mo)   whole in 0.3 mo [0.1-0.8] median  ·  83% of paths whole by 9 mo (vs 99% without)  ·  ~2.9 challenges expected  ·  median CC cash $4,395
🛡 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)
34%
Flat exit net (mid-life)
-$6,315
Free roll-up
+$3/wk
Safest escape (by 24 Jul 2026)
$56 @ 82% POP
78% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 35 calls + sell the new ones, one order. Prices assume the central case (day 4 of 9); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $4.53/sh now → $3.20 mid-life (likely $3.48–$5.14)≈ $0 at expiry  |  you banked $1.40/sh, so a flat mid-life exit nets -$1.80/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 1,020 simulated challenges: the $48 strike is typically first touched on day 5 of 9, at $50 (overshoots $1.84). 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 (35 ct)POP / surv
of new CC
Roll out (same strike, buy time)~$4824 Jul 202612d left+$1.32/sh+$4,606
cycle +$9,506
[+$3,405…+$5,376] · 100% credit
69%
surv 55%
Reliable up-and-out (highest cap still free ≥60%)~$5024 Jul 202612d left+$0.36/sh+$1,277
cycle +$6,177
[-$348…+$1,515] · 61% credit
72%
surv 62%
Up-and-out for even (raise the cap, free)~$5124 Jul 202612d left+$0.01/sh+$29
cycle +$4,929
[-$1,798…+$177] · 28% credit
74%
surv 65%
Max even-money escape in the band~$5124 Jul 202612d left+$0.01/sh+$29
cycle +$4,929
[-$1,798…+$177] · 28% credit
74%
surv 65%
Safety roll (pay small debit, max POP)~$5624 Jul 202612d left-$1.38/sh-$4,827
cycle +$73
[-$7,855…-$5,176]
82%
surv 78%
budget: banked $4,900 debit $4,827 (99% used ≈ 1.3 wk of income) → whole cycle still +$73 cash · rolled 35 ct earn ≈ $15,969/mo while parked; 5 ct free to re-sell
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$16,333/mo
vs 50% target ($16,125/mo)+1%
vs normal income ($32,250/mo)51% covered
Net income (after hedge)$11,288/mo
Downside budget
✓ $48 is at/above CC-SS $47.57: assignment is break-even or better.
Cap give-up @ CC-SS (V-bounce)-$0
… as % of IC ($64,000)0.0%
… as % of ML ($112,000)0.0%
Recovery months (at normal income)0.0 mo
Surgical close (35 ct)$-19,197
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.35/sh (~25% of the $1.40 collected) or spot ≥ $49.46 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $48)); NOT the premium you collected. Momentum override: two daily closes above $64.87 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $47.52Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$48-49.46
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
≥ $49.46
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 0.87 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$48.00 (≤1σ, normal week)$4,900$4,488+$26,188+$6,825
+2.5%$49.20 (≤1σ, normal week)$700$3,878+$25,578+$6,825
+5%$50.40 (≤1σ, normal week)$-3,500$3,269+$24,969+$6,825
V-BOUNCE STRESS (stock → CC-SS $47.57, where you are whole again, by expiry)
Starting unrealized P&L: $-21,700
+ Fortress recovery (un-capped): +$20,077
− CC assignment net of premium (35 × $48): -$0
− Conservative CC assignment net of premium (5 × $44): -$62
Total Position P&L @ SS: $-1,685 (+$20,015 vs today)
Do-nothing baseline at SS: $-2,121 (this trade vs do-nothing: +$435, the opportunity cost of earning $16,333/mo FIGHT income now)
100% normal39 × $4417 Jul9d5.2%64%78%$9,906$33,020+$16,687$4,034
Sell 39 × $44 5.2% OTM over spot $41.83 17 Jul 2026 (9d, $2.63 mid)
= $9,906 credit for the 9d cycle → $33,020/mo projected
Survival (stays ≤ $44)
64%
Breach risk
36%
POP (stays ≤ $46.63)
74%
EV / mo
+$7,035
📈 CAMPAIGN OUTLOOK (400 paths, sell-roll-repeat this rung for 9 mo)   whole in 0.2 mo [0.1-0.5] median, 0.1 mo faster than no FIGHT (0.3 mo)  ·  87% of paths whole by 9 mo (vs 100% without)  ·  ~5.2 challenges expected  ·  median CC cash $8,888
🛡 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)
63%
Flat exit net (mid-life)
-$1,156
Free roll-up
+$3/wk
Safest escape (by 24 Jul 2026)
$59 @ 92% POP
91% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 39 calls + sell the new ones, one order. Prices assume the central case (day 4 of 9); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $4.01/sh now → $2.84 mid-life (likely $3.78–$5.33)≈ $0 at expiry  |  you banked $2.54/sh, so a flat mid-life exit nets -$0.30/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 1,889 simulated challenges: the $44 strike is typically first touched on day 3 of 9, at $46 (overshoots $1.95). 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 (39 ct)POP / surv
of new CC
Roll out (same strike, buy time)~$4424 Jul 202612d left+$1.16/sh+$4,524
cycle +$14,430
[+$2,822…+$3,891] · 100% credit
69%
surv 55%
Reliable up-and-out (highest cap still free ≥60%)~$4524 Jul 202612d left+$0.62/sh+$2,420
cycle +$12,326
[+$342…+$1,574] · 84% credit
71%
surv 59%
Up-and-out for even (raise the cap, free)~$4724 Jul 202612d left+$0.02/sh+$94
cycle +$10,000
[-$2,533…-$1,058] · 12% credit
73%
surv 64%
Max even-money escape in the band~$4724 Jul 202612d left+$0.02/sh+$94
cycle +$10,000
[-$2,533…-$1,058] · 12% credit
73%
surv 64%
Safety roll (pay small debit, max POP)~$5924 Jul 202612d left-$2.30/sh-$8,963
cycle +$943
[-$15,867…-$11,587]
92%
surv 91%
budget: banked $9,906 debit $8,963 (90% used ≈ 1.2 wk of income) → whole cycle still +$943 cash · rolled 39 ct earn ≈ $5,248/mo while parked; 1 ct free to re-sell
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$33,020/mo
vs 50% target ($16,125/mo)+105%
vs normal income ($32,250/mo)102% covered
Net income (after hedge)$25,387/mo
Downside budget
⚠ $44 is $4 below CC-SS $47.57: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$4,034
… as % of IC ($64,000)6.3%
… as % of ML ($112,000)3.6%
Recovery months (at normal income)0.1 mo
Surgical close (39 ct)$-21,528
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.64/sh (~25% of the $2.54 collected) or spot ≥ $46.63 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $44)); NOT the premium you collected. Momentum override: two daily closes above $64.87 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $43.56Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$44-46.63
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
≥ $46.63
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 0.87 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$44.00 (≤1σ, normal week)$9,906$-3,854+$17,846-$3,549
+2.5%$45.10 (≤1σ, normal week)$5,616$-4,413+$17,287-$3,549
+5%$46.20 (≤1σ, normal week)$1,326$-4,972+$16,728-$3,549
V-BOUNCE STRESS (stock → CC-SS $47.57, where you are whole again, by expiry)
Starting unrealized P&L: $-21,700
+ Fortress recovery (un-capped): +$20,077
− CC assignment net of premium (39 × $44): -$4,034
− Conservative CC assignment net of premium (1 × $44): -$12
Total Position P&L @ SS: $-5,670 (+$16,030 vs today)
Do-nothing baseline at SS: $-2,121 (this trade vs do-nothing: $-3,549, the opportunity cost of earning $33,020/mo FIGHT income now)
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 IREN are the tiebreakers.
⚔ FIGHT CC options · full candidate scan (36 clear the floor), click to expand

Every eligible strike x expiry in the 2-45 DTE band (3 expiries scanned, 36 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: 0.873 (IBKR)  |  Recovery@SS: +$20,077 (un-capped fortress gain if stock rallies to SS)  |  Do-nothing @ SS: $-2,121

StrikeDTEExpiryBidSellIncome/moNet/moSurvivalPOP (mid)EV/moCap Give-up @ CC-SS%ICTotal P&L @ SS
$48.502d10 Jul 2026$0.2839/40$16,380$8,74794%95%+$12,790-$00.0%$-544 (vs do-nothing +$1,577)
$482d10 Jul 2026$0.3333/40$16,335$12,58392%93%+$12,318-$00.0%$-621 (vs do-nothing +$1,499)
$47.502d10 Jul 2026$0.3928/40$16,380$15,86291%92%+$11,889-$00.0%$-889 (vs do-nothing +$1,232)
$472d10 Jul 2026$0.4624/40$16,560$18,63089%91%+$11,512-$2740.4%$-2,097 (vs do-nothing +$24)
$46.502d10 Jul 2026$0.5420/40$16,200$20,85887%89%+$10,716-$1,0691.7%$-2,941 (vs do-nothing $-820)
$462d10 Jul 2026$0.6417/40$16,320$22,91884%88%+$10,282-$1,5882.5%$-3,498 (vs do-nothing $-1,377)
$45.502d10 Jul 2026$0.7415/40$16,650$24,54282%86%+$9,802-$2,0023.1%$-3,936 (vs do-nothing $-1,815)
$489d17 Jul 2026$1.4035/40$16,333$11,28879%83%+$5,959-$00.0%$3,215 (vs do-nothing +$5,335)
$452d10 Jul 2026$0.8613/40$16,770$25,95678%84%+$9,204-$2,2293.5%$-4,188 (vs do-nothing $-2,067)
$479d17 Jul 2026$1.6430/40$16,400$14,58975%81%+$5,391-$00.0%$1,449 (vs do-nothing +$3,570)
$44.502d10 Jul 2026$1.0011/40$16,500$26,97975%82%+$8,413-$2,2823.6%$-4,266 (vs do-nothing $-2,145)
$4816d24 Jul 2026$2.2239/40$16,234$8,60174%80%+$4,335-$00.0%$7,022 (vs do-nothing +$9,143)
$4716d24 Jul 2026$2.4835/40$16,275$11,22972%78%+$3,946-$00.0%$4,984 (vs do-nothing +$7,105)
Show 23 more candidates (lower strikes: more income, lower survival)
StrikeDTEExpiryBidSellIncome/moNet/moSurvivalPOP (mid)EV/moCap Give-up @ CC-SS%ICTotal P&L @ SS
$469d17 Jul 2026$1.9126/40$16,553$17,33072%78%+$4,823-$00.0%$-925 (vs do-nothing +$1,196)
$442d10 Jul 2026$1.1510/40$17,250$28,37671%79%+$8,053-$2,4243.8%$-4,421 (vs do-nothing $-2,300)
$4616d24 Jul 2026$2.8531/40$16,566$14,10869%77%+$3,996-$00.0%$2,219 (vs do-nothing +$4,340)
$459d17 Jul 2026$2.2522/40$16,500$19,86468%76%+$4,389-$7141.1%$-2,561 (vs do-nothing $-440)
$43.502d10 Jul 2026$1.329/40$17,820$29,59367%77%+$7,570-$2,4793.9%$-4,488 (vs do-nothing $-2,367)
$4516d24 Jul 2026$3.1028/40$16,275$15,75866%75%+$3,247-$00.0%$-301 (vs do-nothing +$1,820)
$44.5016d24 Jul 2026$3.2527/40$16,453$16,58264%74%+$3,012-$00.0%$-1,311 (vs do-nothing +$810)
$449d17 Jul 2026$2.5420/40$16,933$21,59164%74%+$3,607-$2,0693.2%$-3,941 (vs do-nothing $-1,820)
$432d10 Jul 2026$1.508/40$18,000$30,42063%75%+$6,836-$2,4593.8%$-4,481 (vs do-nothing $-2,360)
$4416d24 Jul 2026$3.4525/40$16,172$17,59563%73%+$2,867-$3110.5%$-2,121 (vs do-nothing +$0)
$43.5016d24 Jul 2026$3.6524/40$16,425$18,49561%73%+$2,783-$1,0181.6%$-2,841 (vs do-nothing $-720)
$439d17 Jul 2026$3.0017/40$17,000$23,59859%72%+$3,408-$2,6764.2%$-4,586 (vs do-nothing $-2,465)
$4316d24 Jul 2026$3.8523/40$16,603$19,32059%72%+$2,651-$1,6662.6%$-3,501 (vs do-nothing $-1,380)
$42.502d10 Jul 2026$1.717/40$17,955$31,02258%73%+$6,114-$2,3553.7%$-4,389 (vs do-nothing $-2,268)
$42.5016d24 Jul 2026$4.1021/40$16,144$20,15458%71%+$2,562-$2,0463.2%$-3,906 (vs do-nothing $-1,785)
$4216d24 Jul 2026$4.3020/40$16,125$20,78256%70%+$2,347-$2,5494.0%$-4,421 (vs do-nothing $-2,300)
$429d17 Jul 2026$3.4515/40$17,250$25,14255%70%+$2,986-$3,1875.0%$-5,121 (vs do-nothing $-3,000)
$41.5016d24 Jul 2026$4.5519/40$16,209$21,51454%70%+$2,281-$2,8964.5%$-4,781 (vs do-nothing $-2,660)
$422d10 Jul 2026$1.916/40$17,190$30,90454%71%+$5,017-$2,1993.4%$-4,245 (vs do-nothing $-2,124)
$4116d24 Jul 2026$4.8018/40$16,200$22,15152%69%+$2,171-$3,1945.0%$-5,091 (vs do-nothing $-2,970)
$419d17 Jul 2026$3.9513/40$17,117$26,30250%68%+$2,545-$3,4125.3%$-5,371 (vs do-nothing $-3,250)
$41.502d10 Jul 2026$2.175/40$16,275$30,63649%69%+$4,235-$1,9523.1%$-4,011 (vs do-nothing $-1,890)
$412d10 Jul 2026$2.455/40$18,375$32,73644%67%+$4,231-$2,0623.2%$-4,121 (vs do-nothing $-2,000)

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%). 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 40 contracts at the conservative CC.

fortress_fight.py v6.0  |  2026-07-08 01:49