FORTRESS FIGHT: IREN-LC45 @ $41.58

BE SS: $56.50  |  CC-SS: $58.26  |  20 contracts (2,000 sh) |  ⌂ PORTFOLIO

GENERATED2026-07-11 03:39

IREN-LC45 @ $41.58   UNDERWATER $14.92 (26.4% below BE SS)

20 contracts (2,000 sh)  |  BE SS: $56.50  |  CC-SS: $58.26  |  IV: HIGH  |  Accounts: Neville:0865

LC: $45 exp 2028-01-21 (entry $31.729/sh)
SP: $65 exp 2028-01-21 (entry $29.138/sh)
HP: $21 exp 2026-08-21 (entry $0.421/sh)

Economics

Max Loss$94,000(ND $3.00 + SW $44) x 2000
Normal income ref$16,246/mo95% ann ROI on ML
Hedge rolling cost$907/mo
Unrealized P&L$-37,170fortress legs from IBKR
INCOME GOALPOSTS & VELOCITY
50% INCOME FLOOR
$8,123/mo
HEDGE COVER
$907/mo
NORMAL INCOME
$16,246/mo (ATM CC, chain)
IC VELOCITY
0.4 mo to earn back $6,000
ML VELOCITY
5.8 mo to earn back $94,000
Deep drawdown confirmed: a CC at CC-SS $58.26 (probe: $58C 13d) brings only $1,200/mo (<20% of normal), so FIGHT below it is warranted.
🏦 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
$1,473
Hole (after banked)
$35,697
was $37,170 · 4% earned back
Cycles closed
13
Credit in flight
$0
CC-SS ratchet
$58.79 → $58.26
TECHNICALS (cc_timing weekly gate + daily trigger)
WEEKLYNEUTRAL · %B 34 (live) · RSI 46 · MACD bearish, hist falling
DAILYFALLING (provisional) · RSI 39 · %B 25 · hist rising (nightly)
LEVELSUpper BB (CC ceiling) $65.71 (+58%) · daily UBB $64.04 · 1-wk expected move ±$6 (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: 18 contracts at $46 / 6d. This is the safest strike (survival 79%, breach 21%) that still earns 50% of normal income ($8,123/mo); it brings $8,460/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 18 × $43/6d for $16,650/mo, but breach risk rises to 38% (+17pp vs the primary). The lower strike is hit by a smaller bounce.
More safety, less income: for just the hedge you can sit at 17 × $54/6d (97% survival, $935/mo).
Downside anchor: the primary mortgages $20,376 (340% of IC) ONLY on a full V-bounce all the way to SS $56, recoverable in 1.3 months of normal income. That is the rare tail; the frequent case is the strike holding. Surgical close on the 18 contracts realizes $-33,480 and cuts bleed by $817/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 20 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 · 17 Jul 2026 (6d) · sell 18 × $46, 79% survival, $8,460/mo (E[net] $2,250/mo).
This week's Friday is inside the pin/gamma window, so only the next weekly is shown.
TrackExpirySellSurvivalIncome/moE[net]/mo
NEXT FRIDAY 🏆17 Jul 2026 · 6d18 × $4679%$8,460$2,250

📅 NEXT FRIDAY · 17 Jul 2026 · 6d · E[net] $2,250/mo 🏆 GRAND PICK

🎯 Engine pick: sell 18 × $46 (primary), 79% survival, breach 21%, $8,460/mo.
⚖️ Worth a safer step: the $48 rung (33% normal) lifts survival to 87% (breach 21% → 13%) for $2,860/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 $48 rung, unless you need the income to cover the hedge bleed, or you expect IREN to stay flat-to-down near term.
IREN  spot $41.58 · click a rung to expand its decision panel
RungSellExpiryDTEOTMSurvivalTouch oddsPer cycleIncome/moΔ vs pickCap give-up
cover hedge17 × $5417 Jul6d29.9%97%5%$187$935-$7,525$7,055
Sell 17 × $54 29.9% OTM over spot $41.58 17 Jul 2026 (6d, $0.12 mid)
= $187 credit for the 6d cycle → $935/mo projected
Survival (stays ≤ $54)
97%
Breach risk
3%
POP (stays ≤ $54.12)
97%
EV / mo
+$693
📈 CAMPAIGN OUTLOOK (400 paths, sell-roll-repeat this rung for 9 mo)   whole in 1.8 mo [0.8-3.4] median, 0.1 mo SLOWER than no FIGHT (1.7 mo): roll costs eat the credits at this rung  ·  56% of paths whole by 9 mo (vs 56% without)  ·  ~0.8 challenges expected  ·  median CC cash $51
🛡 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)
3%
Flat exit net (mid-life)
-$4,383
Free roll-up
+$4/wk
Safest escape (by 31 Jul 2026)
$64 @ 82% POP
78% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 17 calls + sell the new ones, one order. Prices assume the central case (day 3 of 6); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $3.80/sh now → $2.69 mid-life (likely $1.91–$3.91)≈ $0 at expiry  |  you banked $0.11/sh, so a flat mid-life exit nets -$2.58/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 91 simulated challenges: the $54 strike is typically first touched on day 5 of 6, at $56 (overshoots $1.82). 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 (17 ct)POP / surv
of new CC
If rolled & exited
total P&L · cap gain @ new strike
Roll out (same strike, buy time)~$5424 Jul 202610d left+$1.92/sh+$3,263
cycle +$3,450
[+$3,522…+$4,369] · 100% credit
69%
surv 54%
-$6,791 NOT
cap gain +$30,379
Up-and-out for even (raise the cap, free)~$5824 Jul 202610d left+$0.14/sh+$234
cycle +$421
[-$178…+$1,192] · 70% credit
76%
surv 69%
-$999 NOT
cap gain +$36,171
Max even-money escape in the band~$6331 Jul 202617d left+$0.15/sh+$252
cycle +$439
[-$332…+$1,403] · 68% credit
81%
surv 76%
+$8,319 SAFE
cap gain +$45,489
reaches SS ✓
Safety roll (pay small debit, max POP)~$6431 Jul 202617d left-$0.11/sh-$184
cycle +$3
[-$827…+$965] · 58% credit
82%
surv 78%
+$9,743 SAFE
cap gain +$46,913
budget: banked $187 debit $184 (98% used ≈ 0.9 wk of income) → whole cycle still +$3 cash · rolled 17 ct earn ≈ $7,740/mo while parked; 3 ct free to re-sell · clears SS ✓
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$935/mo
vs 50% target ($8,123/mo)-88%
vs normal income ($16,246/mo)6% covered
Net income (after hedge)$263/mo
Downside budget
⚠ $54 is $4 below CC-SS $58.26: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$7,055
… as % of IC ($6,000)117.6%
… as % of ML ($94,000)7.5%
Recovery months (at normal income)0.4 mo
Surgical close (17 ct)$-31,612
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.03/sh (~25% of the $0.11 collected) or spot ≥ $54.12 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $54)); NOT the premium you collected. Momentum override: two daily closes above $64.04 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 4d left3d left≤ 2d (expiry)
Below $53.46Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$53-54.12
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
≥ $54.12
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 1.08 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$54.00 (2.1σ)$187$-10,054+$27,116-$391
+2.5%$55.35 (2.3σ)$-2,108$-9,433+$27,737-$2,686
+5%$56.70 (2.5σ)$-4,403$-9,022+$28,148-$3,791
V-BOUNCE STRESS (stock → CC-SS $58.26, where you are whole again, by expiry)
Starting unrealized P&L: $-37,170
+ Fortress recovery (un-capped): +$36,029
− CC assignment net of premium (17 × $54): -$7,055
− Conservative CC assignment net of premium (3 × $56): -$576
Total Position P&L @ SS: $-8,772 (+$28,398 vs today)
Do-nothing baseline at SS: $-4,981 (this trade vs do-nothing: $-3,791, the opportunity cost of earning $935/mo FIGHT income now)
🛡 safe yield20 × $5017 Jul6d20.3%92%16%$660$3,300-$5,160$15,860
Sell 20 × $50 20.3% OTM over spot $41.58 17 Jul 2026 (6d, $0.34 mid)
= $660 credit for the 6d cycle → $3,300/mo projected
Survival (stays ≤ $50)
92%
Breach risk
8%
POP (stays ≤ $50.34)
93%
EV / mo
+$2,034
📈 CAMPAIGN OUTLOOK (400 paths, sell-roll-repeat this rung for 9 mo)   whole in 1.6 mo [0.8-3.1] median, 0.1 mo faster than no FIGHT (1.6 mo)  ·  58% of paths whole by 9 mo (vs 57% without)  ·  ~2.8 challenges expected  ·  median CC cash $3,817
🛡 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)
10%
Flat exit net (mid-life)
-$4,125
Free roll-up
+$4/wk
Safest escape (by 31 Jul 2026)
$59 @ 82% POP
78% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 20 calls + sell the new ones, one order. Prices assume the central case (day 3 of 6); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $3.38/sh now → $2.39 mid-life (likely $2.09–$3.48)≈ $0 at expiry  |  you banked $0.33/sh, so a flat mid-life exit nets -$2.06/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 313 simulated challenges: the $50 strike is typically first touched on day 4 of 6, at $52 (overshoots $1.56). 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 (20 ct)POP / surv
of new CC
If rolled & exited
total P&L · cap gain @ new strike
Roll out (same strike, buy time)~$5024 Jul 202610d left+$1.71/sh+$3,424
cycle +$4,084
[+$3,345…+$4,449] · 100% credit
69%
surv 54%
-$14,898 NOT
cap gain +$22,272
Reliable up-and-out (highest cap still free ≥60%)~$5731 Jul 202617d left+$0.38/sh+$760
cycle +$1,420
[+$67…+$1,513] · 77% credit
79%
surv 74%
-$1,535 NOT
cap gain +$35,635
Max even-money escape in the band~$5831 Jul 202617d left+$0.17/sh+$340
cycle +$1,000
[-$419…+$1,038] · 58% credit
81%
surv 76%
+$205 SAFE
cap gain +$37,375
reaches SS ✓
Up-and-out for even (raise the cap, free)~$5424 Jul 202610d left+$0.11/sh+$225
cycle +$885
[-$357…+$812] · 57% credit
76%
surv 68%
-$9,631 NOT
cap gain +$27,539
Safety roll (pay small debit, max POP)~$5931 Jul 202617d left-$0.11/sh-$216
cycle +$444
[-$1,087…+$414] · 38% credit
82%
surv 78%
+$1,809 SAFE
cap gain +$38,979
budget: banked $660 debit $216 (33% used ≈ 0.3 wk of income) → whole cycle still +$444 cash · rolled 20 ct earn ≈ $8,064/mo while parked; 0 ct free to re-sell · clears SS ✓
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$3,300/mo
vs 50% target ($8,123/mo)-59%
vs normal income ($16,246/mo)20% covered
Net income (after hedge)$2,393/mo
Downside budget
⚠ $50 is $8 below CC-SS $58.26: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$15,860
… as % of IC ($6,000)264.3%
… as % of ML ($94,000)16.9%
Recovery months (at normal income)1.0 mo
Surgical close (20 ct)$-37,190
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 ≥ $50.34 (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 $64.04 (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
$50-50.34
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
≥ $50.34
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 1.08 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$50.00 (1.4σ)$660$-18,323+$18,847-$20
+2.5%$51.25 (1.6σ)$-1,840$-18,123+$19,047-$2,520
+5%$52.50 (1.8σ)$-4,340$-17,923+$19,247-$5,020
SS (= V-bounce)$56.50 (2.5σ)$-12,340$-17,283+$19,887-$12,020
V-BOUNCE STRESS (stock → CC-SS $58.26, where you are whole again, by expiry)
Starting unrealized P&L: $-37,170
+ Fortress recovery (un-capped): +$36,029
− CC assignment net of premium (20 × $50): -$15,860
Total Position P&L @ SS: $-17,001 (+$20,169 vs today)
Do-nothing baseline at SS: $-4,981 (this trade vs do-nothing: $-12,020, the opportunity cost of earning $3,300/mo FIGHT income now)
33% normal ← lean20 × $4817 Jul6d15.4%87%27%$1,120$5,600-$2,860$19,400
Sell 20 × $48 15.4% OTM over spot $41.58 17 Jul 2026 (6d, $0.57 mid)
= $1,120 credit for the 6d cycle → $5,600/mo projected
Survival (stays ≤ $48)
87%
Breach risk
13%
POP (stays ≤ $48.58)
89%
EV / mo
+$2,943
📈 CAMPAIGN OUTLOOK (400 paths, sell-roll-repeat this rung for 9 mo)   whole in 1.5 mo [0.8-3.4] median  ·  66% of paths whole by 9 mo (vs 62% without)  ·  ~4.5 challenges expected  ·  median CC cash $7,664
🛡 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)
20%
Flat exit net (mid-life)
-$3,381
Free roll-up
+$4/wk
Safest escape (by 31 Jul 2026)
$58 @ 84% POP
81% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 20 calls + sell the new ones, one order. Prices assume the central case (day 3 of 6); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $3.18/sh now → $2.25 mid-life (likely $2.06–$3.46)≈ $0 at expiry  |  you banked $0.56/sh, so a flat mid-life exit nets -$1.69/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 589 simulated challenges: the $48 strike is typically first touched on day 4 of 6, at $49 (overshoots $1.50). 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 (20 ct)POP / surv
of new CC
If rolled & exited
total P&L · cap gain @ new strike
Roll out (same strike, buy time)~$4824 Jul 202610d left+$1.61/sh+$3,225
cycle +$4,345
[+$2,901…+$4,056] · 100% credit
69%
surv 54%
-$18,958 NOT
cap gain +$18,212
Reliable up-and-out (highest cap still free ≥60%)~$5431 Jul 202617d left+$0.46/sh+$912
cycle +$2,032
[+$9…+$1,437] · 75% credit
79%
surv 73%
-$7,404 NOT
cap gain +$29,766
Up-and-out for even (raise the cap, free)~$5224 Jul 202610d left+$0.03/sh+$60
cycle +$1,180
[-$726…+$476] · 39% credit
76%
surv 69%
-$13,656 NOT
cap gain +$23,514
Max even-money escape in the band~$5631 Jul 202617d left+$0.04/sh+$80
cycle +$1,200
[-$953…+$544] · 38% credit
81%
surv 77%
-$3,916 NOT
cap gain +$33,254
SS $56 not reachable for even money within 45d; this is the ceiling of the free ladder
Safety roll (pay small debit, max POP)~$5831 Jul 202617d left-$0.44/sh-$883
cycle +$237
[-$2,138…-$456] · 16% credit
84%
surv 81%
-$558 NOT
cap gain +$36,612
budget: banked $1,120 debit $883 (79% used ≈ 0.7 wk of income) → whole cycle still +$237 cash · rolled 20 ct earn ≈ $6,385/mo while parked; 0 ct free to re-sell · clears SS ✓
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$5,600/mo
vs 50% target ($8,123/mo)-31%
vs normal income ($16,246/mo)34% covered
Net income (after hedge)$4,693/mo
Downside budget
⚠ $48 is $10 below CC-SS $58.26: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$19,400
… as % of IC ($6,000)323.3%
… as % of ML ($94,000)20.6%
Recovery months (at normal income)1.2 mo
Surgical close (20 ct)$-37,200
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 $0.56 collected) or spot ≥ $48.58 (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 $64.04 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 4d left3d left≤ 2d (expiry)
Below $47.52Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$48-48.58
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
≥ $48.58
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 1.08 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$48.00 (1.1σ)$1,120$-22,183+$14,987+$440
+2.5%$49.20 (1.3σ)$-1,280$-21,991+$15,179-$1,960
+5%$50.40 (1.5σ)$-3,680$-21,799+$15,371-$4,360
SS (= V-bounce)$56.50 (2.5σ)$-15,880$-20,823+$16,347-$15,560
V-BOUNCE STRESS (stock → CC-SS $58.26, where you are whole again, by expiry)
Starting unrealized P&L: $-37,170
+ Fortress recovery (un-capped): +$36,029
− CC assignment net of premium (20 × $48): -$19,400
Total Position P&L @ SS: $-20,541 (+$16,629 vs today)
Do-nothing baseline at SS: $-4,981 (this trade vs do-nothing: $-15,560, the opportunity cost of earning $5,600/mo FIGHT income now)
🎯 50% normal18 × $4617 Jul6d10.6%79%33%$1,692$8,460$20,376
Sell 18 × $46 10.6% OTM over spot $41.58 17 Jul 2026 (6d, $0.95 mid)
= $1,692 credit for the 6d cycle → $8,460/mo projected
Survival (stays ≤ $46)
79%
Breach risk
21%
POP (stays ≤ $46.95)
83%
EV / mo
+$3,644
📈 CAMPAIGN OUTLOOK (400 paths, sell-roll-repeat this rung for 9 mo)   whole in 1.6 mo [0.7-3.4] median, 0.1 mo faster than no FIGHT (1.7 mo)  ·  61% of paths whole by 9 mo (vs 55% without)  ·  ~8.3 challenges expected  ·  median CC cash $12,308
🛡 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)
33%
Flat exit net (mid-life)
-$2,110
Free roll-up
+$3/wk
Safest escape (by 31 Jul 2026)
$58 @ 87% POP
85% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 18 calls + sell the new ones, one order. Prices assume the central case (day 3 of 6); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $2.99/sh now → $2.11 mid-life (likely $2.25–$3.53)≈ $0 at expiry  |  you banked $0.94/sh, so a flat mid-life exit nets -$1.17/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 980 simulated challenges: the $46 strike is typically first touched on day 3 of 6, at $48 (overshoots $1.51). 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 (18 ct)POP / surv
of new CC
If rolled & exited
total P&L · cap gain @ new strike
Roll out (same strike, buy time)~$4624 Jul 202610d left+$1.52/sh+$2,728
cycle +$4,420
[+$2,321…+$3,060] · 100% credit
69%
surv 54%
-$23,135 NOT
cap gain +$14,035
Reliable up-and-out (highest cap still free ≥60%)~$5131 Jul 202617d left+$0.66/sh+$1,189
cycle +$2,881
[+$253…+$1,289] · 83% credit
78%
surv 71%
-$12,966 NOT
cap gain +$24,204
Up-and-out for even (raise the cap, free)~$4924 Jul 202610d left+$0.11/sh+$204
cycle +$1,896
[-$629…+$230] · 37% credit
76%
surv 68%
-$18,271 NOT
cap gain +$18,899
Max even-money escape in the band~$5331 Jul 202617d left+$0.12/sh+$211
cycle +$1,903
[-$907…+$207] · 36% credit
81%
surv 76%
-$9,625 NOT
cap gain +$27,545
SS $56 not reachable for even money within 45d; this is the ceiling of the free ladder
Safety roll (pay small debit, max POP)~$5831 Jul 202617d left-$0.91/sh-$1,631
cycle +$61
[-$3,243…-$1,746] · 1% credit
87%
surv 85%
-$1,150 NOT
cap gain +$36,020
budget: banked $1,692 debit $1,631 (96% used ≈ 0.8 wk of income) → whole cycle still +$61 cash · rolled 18 ct earn ≈ $3,832/mo while parked; 2 ct free to re-sell · clears SS ✓
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$8,460/mo
vs 50% target ($8,123/mo)+4%
vs normal income ($16,246/mo)52% covered
Net income (after hedge)$7,710/mo
Downside budget
⚠ $46 is $12 below CC-SS $58.26: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$20,376
… as % of IC ($6,000)339.6%
… as % of ML ($94,000)21.7%
Recovery months (at normal income)1.3 mo
Surgical close (18 ct)$-33,480
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 $0.94 collected) or spot ≥ $46.95 (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 $64.04 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 4d left3d left≤ 2d (expiry)
Below $45.54Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$46-46.95
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
≥ $46.95
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 1.08 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$46.00 (≤1σ, normal week)$1,692$-25,863+$11,307+$1,080
+2.5%$47.15 (≤1σ, normal week)$-378$-25,449+$11,721-$990
+5%$48.30 (1.1σ)$-2,448$-25,035+$12,135-$3,060
SS (= V-bounce)$56.50 (2.5σ)$-17,208$-22,183+$14,987-$16,920
V-BOUNCE STRESS (stock → CC-SS $58.26, where you are whole again, by expiry)
Starting unrealized P&L: $-37,170
+ Fortress recovery (un-capped): +$36,029
− CC assignment net of premium (18 × $46): -$20,376
− Conservative CC assignment net of premium (2 × $56): -$384
Total Position P&L @ SS: $-21,901 (+$15,269 vs today)
Do-nothing baseline at SS: $-4,981 (this trade vs do-nothing: $-16,920, the opportunity cost of earning $8,460/mo FIGHT income now)
100% normal18 × $4317 Jul6d3.4%62%79%$3,330$16,650+$8,190$24,138
Sell 18 × $43 3.4% OTM over spot $41.58 17 Jul 2026 (6d, $1.90 mid)
= $3,330 credit for the 6d cycle → $16,650/mo projected
Survival (stays ≤ $43)
62%
Breach risk
38%
POP (stays ≤ $44.90)
73%
EV / mo
+$4,462
📈 CAMPAIGN OUTLOOK (400 paths, sell-roll-repeat this rung for 9 mo)   whole in 1.5 mo [0.8-3.1] median, 0.1 mo faster than no FIGHT (1.6 mo)  ·  69% of paths whole by 9 mo (vs 57% without)  ·  ~17.1 challenges expected  ·  median CC cash $14,810
🛡 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)
59%
Flat exit net (mid-life)
-$112
Free roll-up
+$3/wk
Safest escape (by 31 Jul 2026)
$57 @ 91% POP
90% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 18 calls + sell the new ones, one order. Prices assume the central case (day 3 of 6); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $2.70/sh now → $1.91 mid-life (likely $2.54–$3.79)≈ $0 at expiry  |  you banked $1.85/sh, so a flat mid-life exit nets -$0.06/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 1,781 simulated challenges: the $43 strike is typically first touched on day 2 of 6, at $45 (overshoots $1.57). 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 (18 ct)POP / surv
of new CC
If rolled & exited
total P&L · cap gain @ new strike
Roll out (same strike, buy time)~$4324 Jul 202610d left+$1.37/sh+$2,474
cycle +$5,804
[+$1,907…+$2,305] · 100% credit
69%
surv 54%
-$28,231 NOT
cap gain +$8,939
Reliable up-and-out (highest cap still free ≥60%)~$4731 Jul 202617d left+$0.72/sh+$1,301
cycle +$4,631
[+$90…+$870] · 78% credit
77%
surv 70%
-$19,857 NOT
cap gain +$17,313
Up-and-out for even (raise the cap, free)~$4624 Jul 202610d left+$0.18/sh+$326
cycle +$3,656
[-$715…-$68] · 22% credit
75%
surv 67%
-$24,071 NOT
cap gain +$13,099
Max even-money escape in the band~$4931 Jul 202617d left+$0.14/sh+$252
cycle +$3,582
[-$1,231…-$309] · 15% credit
80%
surv 75%
-$16,586 NOT
cap gain +$20,584
SS $56 not reachable for even money within 45d; this is the ceiling of the free ladder
Safety roll (pay small debit, max POP)~$5731 Jul 202617d left-$1.16/sh-$2,086
cycle +$1,244
[-$4,437…-$2,902]
91%
surv 90%
-$1,928 NOT
cap gain +$35,242
budget: banked $3,330 debit $2,086 (63% used ≈ 0.5 wk of income) → whole cycle still +$1,244 cash · rolled 18 ct earn ≈ $2,393/mo while parked; 2 ct free to re-sell · clears SS ✓
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$16,650/mo
vs 50% target ($8,123/mo)+105%
vs normal income ($16,246/mo)102% covered
Net income (after hedge)$15,900/mo
Downside budget
⚠ $43 is $15 below CC-SS $58.26: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$24,138
… as % of IC ($6,000)402.3%
… as % of ML ($94,000)25.7%
Recovery months (at normal income)1.5 mo
Surgical close (18 ct)$-33,534
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.46/sh (~25% of the $1.85 collected) or spot ≥ $44.90 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $43)); NOT the premium you collected. Momentum override: two daily closes above $64.04 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 4d left3d left≤ 2d (expiry)
Below $42.57Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$43-44.90
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
≥ $44.90
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 1.08 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$43.00 (≤1σ, normal week)$3,330$-30,705+$6,465+$2,718
+2.5%$44.07 (≤1σ, normal week)$1,395$-30,318+$6,852+$783
+5%$45.15 (≤1σ, normal week)$-540$-29,931+$7,239-$1,152
SS (= V-bounce)$56.50 (2.5σ)$-20,970$-25,945+$11,225-$20,682
V-BOUNCE STRESS (stock → CC-SS $58.26, where you are whole again, by expiry)
Starting unrealized P&L: $-37,170
+ Fortress recovery (un-capped): +$36,029
− CC assignment net of premium (18 × $43): -$24,138
− Conservative CC assignment net of premium (2 × $56): -$384
Total Position P&L @ SS: $-25,663 (+$11,507 vs today)
Do-nothing baseline at SS: $-4,981 (this trade vs do-nothing: $-20,682, the opportunity cost of earning $16,650/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 (23 clear the floor), click to expand

Every eligible strike x expiry in the 4-45 DTE band (3 expiries scanned, 23 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: 1.080 (IBKR)  |  Recovery@SS: +$36,029 (un-capped fortress gain if stock rallies to SS)  |  Do-nothing @ SS: $-4,981

StrikeDTEExpiryBidSellIncome/moNet/moSurvivalPOP (mid)EV/moCap Give-up @ CC-SS%ICTotal P&L @ SS
$466d17 Jul 2026$0.9418/20$8,460$7,71079%83%+$3,644-$20,376339.6%$-21,901 (vs do-nothing $-16,920)
$456d17 Jul 2026$1.1914/20$8,330$7,89374%80%+$3,132-$16,898281.6%$-19,191 (vs do-nothing $-14,210)
$4613d24 Jul 2026$1.8819/20$8,243$7,41472%79%+$2,286-$19,722328.7%$-21,055 (vs do-nothing $-16,074)
$45.5013d24 Jul 2026$2.0218/20$8,391$7,64070%77%+$2,173-$19,332322.2%$-20,857 (vs do-nothing $-15,876)
$4620d31 Jul 2026$2.7820/20$8,340$7,43369%77%+$1,847-$18,960316.0%$-20,101 (vs do-nothing $-15,120)
$4513d24 Jul 2026$2.1817/20$8,552$7,88069%76%+$2,094-$18,836313.9%$-20,553 (vs do-nothing $-15,572)
$446d17 Jul 2026$1.4712/20$8,820$8,54068%77%+$2,745-$15,348255.8%$-18,025 (vs do-nothing $-13,044)
$44.5013d24 Jul 2026$2.3715/20$8,204$7,68967%75%+$1,947-$17,085284.7%$-19,186 (vs do-nothing $-14,205)
$4520d31 Jul 2026$3.1518/20$8,505$7,75567%75%+$1,812-$18,198303.3%$-19,723 (vs do-nothing $-14,742)
$4413d24 Jul 2026$2.5714/20$8,303$7,86765%74%+$1,903-$16,366272.8%$-18,659 (vs do-nothing $-13,678)
$4420d31 Jul 2026$3.5016/20$8,400$7,80763%74%+$1,605-$17,216286.9%$-19,125 (vs do-nothing $-14,144)
$43.5013d24 Jul 2026$2.7413/20$8,220$7,86263%74%+$1,719-$15,626260.4%$-18,111 (vs do-nothing $-13,130)
$436d17 Jul 2026$1.859/20$8,325$8,28162%73%+$2,231-$12,069201.1%$-15,322 (vs do-nothing $-10,341)
Show 10 more candidates (lower strikes: more income, lower survival)
StrikeDTEExpiryBidSellIncome/moNet/moSurvivalPOP (mid)EV/moCap Give-up @ CC-SS%ICTotal P&L @ SS
$4313d24 Jul 2026$2.9412/20$8,142$7,86260%72%+$1,589-$14,784246.4%$-17,461 (vs do-nothing $-12,480)
$4320d31 Jul 2026$3.9014/20$8,190$7,75360%72%+$1,421-$15,904265.1%$-18,197 (vs do-nothing $-13,216)
$42.5013d24 Jul 2026$3.1512/20$8,723$8,44358%71%+$1,626-$15,132252.2%$-17,809 (vs do-nothing $-12,828)
$4220d31 Jul 2026$4.3513/20$8,482$8,12457%71%+$1,351-$15,483258.0%$-17,968 (vs do-nothing $-12,987)
$4213d24 Jul 2026$3.4011/20$8,631$8,43056%70%+$1,580-$14,146235.8%$-17,015 (vs do-nothing $-12,034)
$426d17 Jul 2026$2.278/20$9,080$9,11456%70%+$1,979-$11,192186.5%$-14,637 (vs do-nothing $-9,656)
$41.5013d24 Jul 2026$3.6010/20$8,308$8,18554%69%+$1,373-$13,160219.3%$-16,221 (vs do-nothing $-11,240)
$4120d31 Jul 2026$4.8012/20$8,640$8,36053%69%+$1,197-$14,952249.2%$-17,629 (vs do-nothing $-12,648)
$4113d24 Jul 2026$3.8510/20$8,885$8,76252%69%+$1,394-$13,410223.5%$-16,471 (vs do-nothing $-11,490)
$416d17 Jul 2026$2.766/20$8,280$8,47149%67%+$1,442-$8,700145.0%$-12,529 (vs do-nothing $-7,548)

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 20 contracts at the conservative CC.

fortress_fight.py v6.1  |  2026-07-11 03:39