FORTRESS FIGHT: NEM @ $94.77

BE SS: $114.54  |  CC-SS: $117.15  |  5 contracts (500 sh)  |  2026-07-10 22:04 |  ⌂ PORTFOLIO

NEM @ $94.77   UNDERWATER $19.77 (17.3% below BE SS)

5 contracts (500 sh)  |  BE SS: $114.54  |  CC-SS: $117.15  |  IV: HIGH  |  Accounts: Main:1299

LC: $87.50 exp 2028-01-21 (entry $45.141/sh)
SP: $105 exp 2028-01-21 (entry $18.953/sh)
HP: $75 exp 2026-09-18 (entry $1.477/sh)

Economics

Max Loss$28,520(ND $27.04 + SW $30) x 500
Normal income ref$3,129/mo95% ann ROI on ML
Hedge rolling cost$257/mo
Unrealized P&L$-12,280fortress legs from IBKR
INCOME GOALPOSTS & VELOCITY
50% INCOME FLOOR
$1,564/mo
HEDGE COVER
$257/mo
NORMAL INCOME
$3,129/mo (ATM CC, chain)
IC VELOCITY
4.3 mo to earn back $13,520
ML VELOCITY
9.1 mo to earn back $28,520
Deep drawdown confirmed: a CC at CC-SS $117.15 (probe: $119C 14d) brings only $107/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
$408
Hole (after banked)
$11,872
was $12,280 · 3% earned back
Cycles closed
1
Credit in flight
$0
CC-SS ratchet
$118.43 → $117.15
TECHNICALS (cc_timing weekly gate + daily trigger)
WEEKLYPULLBACK · %B 14 (live) · RSI 44 · MACD bearish, hist rising
DAILYFALLING (provisional) · RSI 40 · %B 33 · hist rising (nightly)
LEVELS20W MA (bounce target) $108.28 (+14%) · daily UBB $107.15 · 1-wk expected move ±$7 (chain IV)
SETUPSpring loaded, not ignited: 🎯 or 💎 at short DTE, normal tripwires. (advisory; floors and picks are chain-only)
⚠ Next earnings 2026-07-24: candidates whose expiry crosses it are flagged in the spectrum; EV is unreliable across earnings.
INTERPRETATION
Primary: 5 contracts at $98 / 7d. This is the safest strike (survival 72%, breach 28%) that still earns 50% of normal income ($1,564/mo); it brings $1,736/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 4 × $95/7d for $3,686/mo, but breach risk rises to 47% (+19pp vs the primary). The lower strike is hit by a smaller bounce.
More safety, less income: for just the hedge you can sit at 5 × $105/7d (94% survival, $279/mo).
Downside anchor: the primary mortgages $9,171 (68% of IC) ONLY on a full V-bounce all the way to SS $115, recoverable in 2.9 months of normal income. That is the rare tail; the frequent case is the strike holding. Surgical close on the 5 contracts realizes $-12,420 and cuts bleed by $257/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 5 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 (7d) · sell 5 × $98, 72% survival, $1,736/mo (E[net] $-91/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 · 7d5 × $9872%$1,736$-91

📅 NEXT FRIDAY · 17 Jul 2026 · 7d · E[net] $-91/mo 🏆 GRAND PICK

🎯 Engine pick: sell 5 × $98 (primary), 72% survival, breach 28%, $1,736/mo.
⚖️ Worth a safer step: the $100 rung (33% normal) lifts survival to 82% (breach 28% → 18%) for $557/mo less (32% 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 $100 rung, unless you need the income to cover the hedge bleed, or you expect NEM to stay flat-to-down near term.
NEM  spot $94.77 · click a rung to expand its decision panel
RungSellExpiryDTEOTMSurvivalTouch oddsPer cycleIncome/moΔ vs pickCap give-up
cover hedge5 × $10517 Jul7d10.8%94%12%$65$279-$1,457$6,011
Sell 5 × $105 10.8% OTM over spot $94.77 17 Jul 2026 (7d, $0.25 mid)
= $65 credit for the 7d cycle → $279/mo projected
Survival (stays ≤ $105)
94%
Breach risk
6%
POP (stays ≤ $105.25)
94%
EV / mo
+$92
📈 CAMPAIGN OUTLOOK (400 paths, sell-roll-repeat this rung for 9 mo)   whole in 2.7 mo [1.1-4.7] median  ·  52% of paths whole by 9 mo (vs 49% without)  ·  ~2.2 challenges expected  ·  median CC cash $-278
🛡 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)
-$1,079
Free roll-up
+$2/wk
Safest escape (by 31 Jul 2026)
$109 @ 71% POP
65% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 5 calls + sell the new ones, one order. Prices assume the central case (day 3 of 7); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $3.23/sh now → $2.29 mid-life (likely $1.80–$3.12)≈ $0 at expiry  |  you banked $0.13/sh, so a flat mid-life exit nets -$2.16/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 164 simulated challenges: the $105 strike is typically first touched on day 5 of 7, at $106 (overshoots $1.42). 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 (5 ct)POP / surv
of new CC
If rolled & exited
total P&L · cap gain @ new strike
Roll out (same strike, buy time)~$10524 Jul 202610d left+$1.04/sh+$522
cycle +$587
[+$433…+$753] · 96% credit
65%
surv 52%
-$6,383 NOT
cap gain +$5,897
Up-and-out for even (raise the cap, free)~$10724 Jul 202610d left+$0.41/sh+$203
cycle +$268
[+$71…+$400] · 81% credit
70%
surv 61%
-$5,545 NOT
cap gain +$6,735
Max even-money escape in the band~$10931 Jul 202618d left+$0.13/sh+$64
cycle +$129
[-$126…+$308] · 62% credit
71%
surv 65%
-$4,646 NOT
cap gain +$7,634
SS $115 not reachable for even money within 45d; this is the ceiling of the free ladder
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$279/mo
vs 50% target ($1,564/mo)-82%
vs normal income ($3,129/mo)9% covered
Net income (after hedge)$21/mo
Downside budget
⚠ $105 is $12 below CC-SS $117.15: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$6,011
… as % of IC ($13,520)44.5%
… as % of ML ($28,520)21.1%
Recovery months (at normal income)1.9 mo
Surgical close (5 ct)$-12,340
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 $0.13 collected) or spot ≥ $105.25 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $105)); NOT the premium you collected. Momentum override: two daily closes above $107.15 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 4d left3d left≤ 2d (expiry)
Below $103.95Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$104-105.25
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
≥ $105.25
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 1.04 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$105.00 (1.5σ)$65$-6,906+$5,374+$60
+2.5%$107.62 (1.9σ)$-1,247$-6,856+$5,424-$1,252
+5%$110.25 (2.3σ)$-2,560$-6,806+$5,474-$2,565
SS (= V-bounce)$114.54 (3.0σ)$-4,705$-6,724+$5,556-$3,440
V-BOUNCE STRESS (stock → CC-SS $117.15, where you are whole again, by expiry)
Starting unrealized P&L: $-12,280
+ Fortress recovery (un-capped): +$11,617
− CC assignment net of premium (5 × $105): -$6,011
Total Position P&L @ SS: $-6,675 (+$5,605 vs today)
Do-nothing baseline at SS: $-3,235 (this trade vs do-nothing: $-3,440, the opportunity cost of earning $279/mo FIGHT income now)
BB-reversion stress (→ $108.28 20W MA (bounce target), the probable scenario per weekly technicals): CC give-up -$1,575, position total $-6,843 (+$5,437 vs today)
33% normal ← lean5 × $10017 Jul7d5.5%82%38%$275$1,179-$557$8,301
Sell 5 × $100 5.5% OTM over spot $94.77 17 Jul 2026 (7d, $0.65 mid)
= $275 credit for the 7d cycle → $1,179/mo projected
Survival (stays ≤ $100)
82%
Breach risk
18%
POP (stays ≤ $100.65)
84%
EV / mo
+$294
📈 CAMPAIGN OUTLOOK (400 paths, sell-roll-repeat this rung for 9 mo)   whole in 2.6 mo [1.6-4.5] median, 0.1 mo faster than no FIGHT (2.7 mo)  ·  55% of paths whole by 9 mo (vs 46% without)  ·  ~7.6 challenges expected  ·  median CC cash $2,228
🛡 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)
26%
Flat exit net (mid-life)
-$755
Free roll-up
+$2/wk
Safest escape (by 31 Jul 2026)
$106 @ 76% POP
71% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 5 calls + sell the new ones, one order. Prices assume the central case (day 3 of 7); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $2.91/sh now → $2.06 mid-life (likely $1.98–$3.21)≈ $0 at expiry  |  you banked $0.55/sh, so a flat mid-life exit nets -$1.51/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 772 simulated challenges: the $100 strike is typically first touched on day 4 of 7, at $101 (overshoots $1.24). 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 (5 ct)POP / surv
of new CC
If rolled & exited
total P&L · cap gain @ new strike
Roll out (same strike, buy time)~$10024 Jul 202610d left+$0.97/sh+$483
cycle +$758
[+$297…+$568] · 97% credit
65%
surv 52%
-$8,807 NOT
cap gain +$3,473
Up-and-out for even (raise the cap, free)~$10224 Jul 202610d left+$0.31/sh+$157
cycle +$432
[-$63…+$212] · 64% credit
71%
surv 61%
-$7,976 NOT
cap gain +$4,304
Reliable up-and-out (highest cap still free ≥60%)~$10331 Jul 202618d left+$0.39/sh+$194
cycle +$469
[-$89…+$273] · 63% credit
70%
surv 63%
-$7,420 NOT
cap gain +$4,860
Max even-money escape in the band~$10431 Jul 202618d left+$0.03/sh+$17
cycle +$292
[-$292…+$85] · 35% credit
72%
surv 66%
-$7,078 NOT
cap gain +$5,202
SS $115 not reachable for even money within 45d; this is the ceiling of the free ladder
Safety roll (pay small debit, max POP)~$10631 Jul 202618d left-$0.35/sh-$174
cycle +$101
[-$515…-$118] · 15% credit
76%
surv 71%
-$6,232 NOT
cap gain +$6,048
budget: banked $275 debit $174 (63% used ≈ 0.6 wk of income) → whole cycle still +$101 cash · rolled 5 ct earn ≈ $1,427/mo while parked; 0 ct free to re-sell
If rolled & exited = your total from-entry P&L if you roll to that strike and then close the whole fortress with the stock pinned there (all legs repriced; SAFE = P&L ≥ 0). Cap gain is what that roll earns THIS cycle (premium + appreciation from today to the new strike); the total adds your existing MTM on top. Same from-entry basis as this tool's @cap / total-exit numbers, at the rolled strike.
POP = P(stays ≤ strike + premium collected, the call is profitable); surv = P(stays ≤ strike, the call expires fully worthless). Survival is the stricter bar (no premium cushion), so it sits below POP.
Method: each leg = its live quote (buyback off the ask, sells off the bid) × a Black-Scholes ratio to the challenge, using the leg's own IV shifted +0.5 vol pt per +1% move (spike-vol name: vol expands on a fast move, richer buyback). Estimates, not quotes; the live roll table owns the real decision when a CC is actually threatened.
More detail, income coverage, downside budget, tripwires, held-to-expiry ladder, V-bounce stress
Income coverage
Gross FIGHT income$1,179/mo
vs 50% target ($1,564/mo)-25%
vs normal income ($3,129/mo)38% covered
Net income (after hedge)$921/mo
Downside budget
⚠ $100 is $17 below CC-SS $117.15: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$8,301
… as % of IC ($13,520)61.4%
… as % of ML ($28,520)29.1%
Recovery months (at normal income)2.7 mo
Surgical close (5 ct)$-12,330
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 $0.55 collected) or spot ≥ $100.65 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $100)); NOT the premium you collected. Momentum override: two daily closes above $107.15 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 4d left3d left≤ 2d (expiry)
Below $99.00Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$99-100.65
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
≥ $100.65
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 1.04 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$100.00 (≤1σ, normal week)$275$-9,291+$2,989+$270
+2.5%$102.50 (1.2σ)$-975$-9,243+$3,037-$980
+5%$105.00 (1.5σ)$-2,225$-9,196+$3,084-$2,230
SS (= V-bounce)$114.54 (3.0σ)$-6,995$-9,014+$3,266-$5,730
V-BOUNCE STRESS (stock → CC-SS $117.15, where you are whole again, by expiry)
Starting unrealized P&L: $-12,280
+ Fortress recovery (un-capped): +$11,617
− CC assignment net of premium (5 × $100): -$8,301
Total Position P&L @ SS: $-8,965 (+$3,315 vs today)
Do-nothing baseline at SS: $-3,235 (this trade vs do-nothing: $-5,730, the opportunity cost of earning $1,179/mo FIGHT income now)
BB-reversion stress (→ $108.28 20W MA (bounce target), the probable scenario per weekly technicals): CC give-up -$3,865, position total $-9,133 (+$3,147 vs today)
🎯 50% normal5 × $9817 Jul7d3.4%72%43%$405$1,736$9,171
Sell 5 × $98 3.4% OTM over spot $94.77 17 Jul 2026 (7d, $1.09 mid)
= $405 credit for the 7d cycle → $1,736/mo projected
Survival (stays ≤ $98)
72%
Breach risk
28%
POP (stays ≤ $99.09)
78%
EV / mo
+$74
📈 CAMPAIGN OUTLOOK (400 paths, sell-roll-repeat this rung for 9 mo)   whole in 2.9 mo [1.6-5.1] median  ·  54% of paths whole by 9 mo (vs 42% without)  ·  ~12.8 challenges expected  ·  median CC cash $3,232
🛡 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)
43%
Flat exit net (mid-life)
-$582
Free roll-up
+$2/wk
Safest escape (by 24 Jul 2026)
$103 @ 78% POP
74% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 5 calls + sell the new ones, one order. Prices assume the central case (day 3 of 7); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $2.79/sh now → $1.97 mid-life (likely $2.23–$3.36)≈ $0 at expiry  |  you banked $0.81/sh, so a flat mid-life exit nets -$1.16/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 1,296 simulated challenges: the $98 strike is typically first touched on day 3 of 7, at $99 (overshoots $1.28). 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 (5 ct)POP / surv
of new CC
If rolled & exited
total P&L · cap gain @ new strike
Roll out (same strike, buy time)~$9824 Jul 202610d left+$0.94/sh+$468
cycle +$873
[+$238…+$454] · 95% credit
65%
surv 52%
-$9,730 NOT
cap gain +$2,550
Reliable up-and-out (highest cap still free ≥60%)~$10031 Jul 202618d left+$0.55/sh+$273
cycle +$678
[-$64…+$232] · 66% credit
68%
surv 60%
-$8,768 NOT
cap gain +$3,512
Up-and-out for even (raise the cap, free)~$10024 Jul 202610d left+$0.28/sh+$140
cycle +$545
[-$127…+$103] · 46% credit
71%
surv 62%
-$8,902 NOT
cap gain +$3,378
Max even-money escape in the band~$10131 Jul 202618d left+$0.34/sh+$172
cycle +$577
[-$176…+$126] · 43% credit
70%
surv 63%
-$8,350 NOT
cap gain +$3,930
SS $115 not reachable for even money within 45d; this is the ceiling of the free ladder
Safety roll (pay small debit, max POP)~$10324 Jul 202610d left-$0.62/sh-$309
cycle +$96
[-$688…-$382] · 1% credit
78%
surv 74%
-$7,794 NOT
cap gain +$4,486
budget: banked $405 debit $309 (76% used ≈ 0.8 wk of income) → whole cycle still +$96 cash · rolled 5 ct earn ≈ $2,031/mo while parked; 0 ct free to re-sell
If rolled & exited = your total from-entry P&L if you roll to that strike and then close the whole fortress with the stock pinned there (all legs repriced; SAFE = P&L ≥ 0). Cap gain is what that roll earns THIS cycle (premium + appreciation from today to the new strike); the total adds your existing MTM on top. Same from-entry basis as this tool's @cap / total-exit numbers, at the rolled strike.
POP = P(stays ≤ strike + premium collected, the call is profitable); surv = P(stays ≤ strike, the call expires fully worthless). Survival is the stricter bar (no premium cushion), so it sits below POP.
Method: each leg = its live quote (buyback off the ask, sells off the bid) × a Black-Scholes ratio to the challenge, using the leg's own IV shifted +0.5 vol pt per +1% move (spike-vol name: vol expands on a fast move, richer buyback). Estimates, not quotes; the live roll table owns the real decision when a CC is actually threatened.
More detail, income coverage, downside budget, tripwires, held-to-expiry ladder, V-bounce stress
Income coverage
Gross FIGHT income$1,736/mo
vs 50% target ($1,564/mo)+11%
vs normal income ($3,129/mo)55% covered
Net income (after hedge)$1,479/mo
Downside budget
⚠ $98 is $19 below CC-SS $117.15: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$9,171
… as % of IC ($13,520)67.8%
… as % of ML ($28,520)32.2%
Recovery months (at normal income)2.9 mo
Surgical close (5 ct)$-12,420
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.20/sh (~25% of the $0.81 collected) or spot ≥ $99.09 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $98)); NOT the premium you collected. Momentum override: two daily closes above $107.15 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 4d left3d left≤ 2d (expiry)
Below $97.02Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$97-99.09
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
≥ $99.09
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 1.04 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$98.00 (≤1σ, normal week)$405$-10,199+$2,081+$400
+2.5%$100.45 (≤1σ, normal week)$-820$-10,152+$2,128-$825
+5%$102.90 (1.2σ)$-2,045$-10,106+$2,174-$2,050
SS (= V-bounce)$114.54 (3.0σ)$-7,865$-9,884+$2,396-$6,600
V-BOUNCE STRESS (stock → CC-SS $117.15, where you are whole again, by expiry)
Starting unrealized P&L: $-12,280
+ Fortress recovery (un-capped): +$11,617
− CC assignment net of premium (5 × $98): -$9,171
Total Position P&L @ SS: $-9,835 (+$2,445 vs today)
Do-nothing baseline at SS: $-3,235 (this trade vs do-nothing: $-6,600, the opportunity cost of earning $1,736/mo FIGHT income now)
BB-reversion stress (→ $108.28 20W MA (bounce target), the probable scenario per weekly technicals): CC give-up -$4,735, position total $-10,003 (+$2,277 vs today)
100% normal4 × $9517 Jul7d0.2%53%97%$860$3,686+$1,950$8,001
Sell 4 × $95 0.2% OTM over spot $94.77 17 Jul 2026 (7d, $2.31 mid)
= $860 credit for the 7d cycle → $3,686/mo projected
Survival (stays ≤ $95)
53%
Breach risk
47%
POP (stays ≤ $97.31)
68%
EV / mo
+$567
📈 CAMPAIGN OUTLOOK (400 paths, sell-roll-repeat this rung for 9 mo)   whole in 2.6 mo [1.3-4.6] median  ·  62% of paths whole by 9 mo (vs 47% without)  ·  ~31.6 challenges expected  ·  median CC cash $4,023
🛡 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)
75%
Flat exit net (mid-life)
+$122
Free roll-up
+$2/wk
Safest escape (by 31 Jul 2026)
$110 @ 92% POP
91% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 4 calls + sell the new ones, one order. Prices assume the central case (day 3 of 7); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $2.61/sh now → $1.85 mid-life (likely $2.59–$3.87)≈ $0 at expiry  |  you banked $2.15/sh, so a flat mid-life exit nets +$0.30/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 2,262 simulated challenges: the $95 strike is typically first touched on day 2 of 7, at $97 (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 (4 ct)POP / surv
of new CC
If rolled & exited
total P&L · cap gain @ new strike
Roll out (same strike, buy time)~$9524 Jul 202610d left+$0.89/sh+$357
cycle +$1,217
[+$81…+$240] · 86% credit
65%
surv 52%
-$10,943 NOT
cap gain +$1,337
Reliable up-and-out (highest cap still free ≥60%)~$9631 Jul 202618d left+$0.92/sh+$367
cycle +$1,227
[+$1…+$211] · 75% credit
66%
surv 57%
-$10,294 NOT
cap gain +$1,986
Up-and-out for even (raise the cap, free)~$9724 Jul 202610d left+$0.23/sh+$91
cycle +$951
[-$225…-$30] · 15% credit
71%
surv 62%
-$10,051 NOT
cap gain +$2,229
Max even-money escape in the band~$9831 Jul 202618d left+$0.28/sh+$112
cycle +$972
[-$308…-$58] · 14% credit
71%
surv 64%
-$9,511 NOT
cap gain +$2,769
SS $115 not reachable for even money within 45d; this is the ceiling of the free ladder
Safety roll (pay small debit, max POP)~$11031 Jul 202618d left-$1.30/sh-$520
cycle +$340
[-$1,125…-$744]
92%
surv 91%
-$3,915 NOT
cap gain +$8,365
budget: banked $860 debit $520 (60% used ≈ 0.6 wk of income) → whole cycle still +$340 cash · rolled 4 ct earn ≈ $364/mo while parked; 1 ct free to re-sell
If rolled & exited = your total from-entry P&L if you roll to that strike and then close the whole fortress with the stock pinned there (all legs repriced; SAFE = P&L ≥ 0). Cap gain is what that roll earns THIS cycle (premium + appreciation from today to the new strike); the total adds your existing MTM on top. Same from-entry basis as this tool's @cap / total-exit numbers, at the rolled strike.
POP = P(stays ≤ strike + premium collected, the call is profitable); surv = P(stays ≤ strike, the call expires fully worthless). Survival is the stricter bar (no premium cushion), so it sits below POP.
Method: each leg = its live quote (buyback off the ask, sells off the bid) × a Black-Scholes ratio to the challenge, using the leg's own IV shifted +0.5 vol pt per +1% move (spike-vol name: vol expands on a fast move, richer buyback). Estimates, not quotes; the live roll table owns the real decision when a CC is actually threatened.
More detail, income coverage, downside budget, tripwires, held-to-expiry ladder, V-bounce stress
Income coverage
Gross FIGHT income$3,686/mo
vs 50% target ($1,564/mo)+136%
vs normal income ($3,129/mo)118% covered
Net income (after hedge)$3,430/mo
Downside budget
⚠ $95 is $22 below CC-SS $117.15: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$8,001
… as % of IC ($13,520)59.2%
… as % of ML ($28,520)28.1%
Recovery months (at normal income)2.6 mo
Surgical close (4 ct)$-9,888
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.54/sh (~25% of the $2.15 collected) or spot ≥ $97.31 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $95)); NOT the premium you collected. Momentum override: two daily closes above $107.15 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 4d left3d left≤ 2d (expiry)
Below $94.05Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$94-97.31
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
≥ $97.31
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 1.04 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$95.00 (≤1σ, normal week)$860$-11,300+$980+$856
+2.5%$97.37 (≤1σ, normal week)$-90$-11,017+$1,263-$94
+5%$99.75 (≤1σ, normal week)$-1,040$-10,734+$1,546-$1,044
SS (= V-bounce)$114.54 (3.0σ)$-6,956$-9,228+$3,052-$5,944
V-BOUNCE STRESS (stock → CC-SS $117.15, where you are whole again, by expiry)
Starting unrealized P&L: $-12,280
+ Fortress recovery (un-capped): +$11,617
− CC assignment net of premium (4 × $95): -$8,001
− Conservative CC assignment net of premium (1 × $112): -$514
Total Position P&L @ SS: $-9,179 (+$3,101 vs today)
Do-nothing baseline at SS: $-3,235 (this trade vs do-nothing: $-5,944, the opportunity cost of earning $3,686/mo FIGHT income now)
BB-reversion stress (→ $108.28 20W MA (bounce target), the probable scenario per weekly technicals): CC give-up -$4,452, position total $-9,719 (+$2,561 vs today)
A nudge, not a rule: the engine maximizes income at acceptable safety; this weighs the income you would give up against the breach risk you would shed. Your hedge bleed and your read on NEM are the tiebreakers.
⚔ FIGHT CC options · full candidate scan (21 clear the floor), click to expand

Every eligible strike x expiry in the 4-45 DTE band (3 expiries scanned, 21 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: 1.038 (IBKR)  |  Recovery@SS: +$11,617 (un-capped fortress gain if stock rallies to SS)  |  Do-nothing @ SS: $-3,235

StrikeDTEExpiryBidSellIncome/moNet/moSurvivalPOP (mid)EV/moCap Give-up @ CC-SS%ICTotal P&L @ SS
$987d17 Jul 2026$0.815/5$1,736$1,47972%78%+$74-$9,17167.8%$-9,835 (vs do-nothing $-6,600)
$10014d24 Jul 2026$1.575/5$1,682$1,42572%78%+$223-$7,79157.6%$-8,455 (vs do-nothing $-5,220)
$97.507d17 Jul 2026$0.944/5$1,611$1,35669%76%+$64-$7,48555.4%$-8,663 (vs do-nothing $-5,428)
$9914d24 Jul 2026$1.854/5$1,586$1,33069%76%+$189-$6,52148.2%$-7,699 (vs do-nothing $-4,464)
$977d17 Jul 2026$1.373/5$1,761$1,50766%75%+$415-$5,63541.7%$-7,327 (vs do-nothing $-4,092)
$9814d24 Jul 2026$1.805/5$1,929$1,67165%75%$-149-$8,67664.2%$-9,340 (vs do-nothing $-6,105)
$9821d31 Jul 2026$2.405/5$1,714$1,45763%74%$-131-$8,37662.0%$-9,040 (vs do-nothing $-5,805)
$9714d24 Jul 2026$2.503/5$1,607$1,35361%74%+$132-$5,29639.2%$-6,988 (vs do-nothing $-3,753)
$9721d31 Jul 2026$2.605/5$1,857$1,60060%72%$-255-$8,77664.9%$-9,440 (vs do-nothing $-6,205)
$967d17 Jul 2026$1.443/5$1,851$1,59760%72%+$61-$5,91443.7%$-7,606 (vs do-nothing $-4,371)
$9614d24 Jul 2026$2.703/5$1,736$1,48157%71%$-0-$5,53640.9%$-7,228 (vs do-nothing $-3,993)
$9621d31 Jul 2026$3.054/5$1,743$1,48757%70%$-184-$7,24153.6%$-8,419 (vs do-nothing $-5,184)
$9521d31 Jul 2026$3.653/5$1,564$1,31053%68%$-76-$5,55141.1%$-7,243 (vs do-nothing $-4,008)
Show 8 more candidates (lower strikes: more income, lower survival)
StrikeDTEExpiryBidSellIncome/moNet/moSurvivalPOP (mid)EV/moCap Give-up @ CC-SS%ICTotal P&L @ SS
$9514d24 Jul 2026$2.923/5$1,877$1,62353%68%$-153-$5,77042.7%$-7,462 (vs do-nothing $-4,227)
$957d17 Jul 2026$2.152/5$1,843$1,59053%68%+$283-$4,00129.6%$-6,207 (vs do-nothing $-2,972)
$9421d31 Jul 2026$3.803/5$1,629$1,37450%67%$-225-$5,80642.9%$-7,498 (vs do-nothing $-4,263)
$9414d24 Jul 2026$3.902/5$1,671$1,41949%68%+$100-$3,85128.5%$-6,057 (vs do-nothing $-2,822)
$9321d31 Jul 2026$4.403/5$1,886$1,63146%65%$-200-$5,92643.8%$-7,618 (vs do-nothing $-4,383)
$947d17 Jul 2026$2.312/5$1,980$1,72746%65%$-19-$4,16930.8%$-6,375 (vs do-nothing $-3,140)
$9314d24 Jul 2026$4.202/5$1,800$1,54745%66%$-13-$3,99129.5%$-6,197 (vs do-nothing $-2,962)
$937d17 Jul 2026$2.862/5$2,451$2,19939%62%$-61-$4,25931.5%$-6,465 (vs do-nothing $-3,230)

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 5 contracts at the conservative CC.

fortress_fight.py v6.1  |  2026-07-10 22:04