FORTRESS FIGHT: PORTFOLIO

47 fortress slices across 4 account(s)  |  19 deep drawdown (FIGHT)  |  5 underwater (not deep DD)  |  0 uncapped above water  |  23 capped (out of scope)

FIGHT income if all primaries filled: $178,496/mo (52% of normal target)

GENERATED2026-07-17 21:37

⚔ FIGHT: underwater & uncapped   every ladder rung side by side; 🎯 = the recommended pick  |  click a rung for its roll menu + decision panel, ESC closes  |  fortress link = full dashboard

POSITIONINCOME LADDER  ·  SAFEST ⟶ RICHEST
RECOVERY
FortressCtPriceCC-SS🛡 Safe yield33% normal50% normal100% normalBankedCap @ CC-SS↑ whole
BMNR-LC10 ↗
RetireInc:7291 · Next Fri
50$14.97$19.66
50 × $17.50
$450 cyc · $1,929/mo
91% surv · T:19%
🎯 34 × $16.50
$680 cyc · $2,914/mo
82% surv · T:40%
39 × $16
$1,014 cyc · $4,346/mo
74% surv · T:54%
48 × $15.50
$2,064 cyc · $8,846/mo
64% surv · T:74%
--$10,073 (32.2% IC)31.3%
CLSK ↗⚡ER 21d
RetireInc:7291 · Next Fri
25$12.52$17.95
25 × $15
$150 cyc · $643/mo
91% surv · T:19%
🎯 20 × $14
$360 cyc · $1,543/mo
81% surv · T:59%
13 × $13
$546 cyc · $2,340/mo
63% surv · T:77%
25 × $13
$1,050 cyc · $4,500/mo
63% surv · T:77%
--$7,536 (80.6% IC)43.4%
COIN-LC165 ↗⚡ER 14d
Main:1299 · Next Fri
8$154.31$218.42
8 × $177.50
$672 cyc · $2,880/mo
91% surv · T:18%
🎯 8 × $170
$1,464 cyc · $6,274/mo
84% surv · T:36%
8 × $165
$2,304 cyc · $9,874/mo
76% surv · T:50%
7 × $155
$4,375 cyc · $18,750/mo
54% surv · T:96%
$1,352-$37,274 (277.3% IC)41.5%
COPX ↗
Joint:1782 · Next Fri
1$72.06$94.68
1 × $79
$10 cyc · $43/mo
93% surv · T:13%
1 × $75
$40 cyc · $171/mo
75% surv · T:52%
🎯 1 × $74
$60 cyc · $257/mo
67% surv · T:52%
1 × $72
$125 cyc · $536/mo
51% surv · T:99+%
$35-$2,008 (70.7% IC)31.4%
ENPH ↗⚡ER 12d
RetireInc:7291 · Next Fri
10$40.68$59.23
10 × $53
$60 cyc · $257/mo
97% surv · T:5%
9 × $44
$495 cyc · $2,121/mo
76% surv · T:49%
🎯 9 × $43
$765 cyc · $3,279/mo
67% surv · T:53%
9 × $40.50
$1,485 cyc · $6,364/mo
52% surv · T:99+%
$806-$13,839 (189.6% IC)45.6%
ETHA ↗
Main:1299 · Next Fri
50$13.70$18.00
31 × $14.50
$310 cyc · $1,329/mo
82% surv · T:37%
🎯 46 × $14.50
$460 cyc · $1,971/mo
82% surv · T:30%
40 × $14
$920 cyc · $3,943/mo
65% surv · T:72%
--$15,627 (72.2% IC)31.4%
MARA-LC25 ↗⚡ER 12d
Neville:0865 · Next Fri
250$10.96$14.32
🎯 250 × $13
$2,000 cyc · $8,571/mo
90% surv · T:33%
146 × $12
$2,774 cyc · $11,889/mo
78% surv · T:47%
221 × $12
$4,199 cyc · $17,996/mo
78% surv · T:47%
171 × $11
$8,379 cyc · $35,910/mo
54% surv · T:98%
$6-$31,101 (88.9% IC)30.7%
MARA-LC40 ↗ ⚡ER 12d
Main:1299 · Next Fri
200$10.96$13.59
🎯 200 × $13
$1,600 cyc · $6,857/mo
90% surv · T:34%
117 × $12
$2,223 cyc · $9,527/mo
78% surv · T:47%
177 × $12
$3,363 cyc · $14,413/mo
78% surv · T:47%
137 × $11
$6,713 cyc · $28,770/mo
54% surv · T:98%
--$10,140 (92.2% IC)24.0%
MU-LC880 ↗
Main:1299 · Next Fri
5$828.53$1,058.78
5 × $990
$3,300 cyc · $14,143/mo
90% surv · T:20%
🎯 5 × $950
$5,500 cyc · $23,571/mo
85% surv · T:35%
5 × $915
$8,750 cyc · $37,500/mo
78% surv · T:47%
5 × $855
$17,225 cyc · $73,821/mo
61% surv · T:82%
$9,776-$48,888 (65.8% IC)27.8%
MU-LC970 ↗
Neville:0865 · Next Fri
2$828.53$1,249.92
2 × $990
$1,320 cyc · $5,657/mo
90% surv · T:20%
🎯 2 × $950
$2,200 cyc · $9,429/mo
85% surv · T:35%
2 × $915
$3,500 cyc · $15,000/mo
78% surv · T:47%
2 × $855
$6,890 cyc · $29,529/mo
61% surv · T:82%
$2,449-$57,785 (115.6% IC)50.9%
NEM ↗⚡ER 7d
Main:1299 · Next Fri
5$89.00$117.30
5 × $100
$200 cyc · $857/mo
95% surv · T:11%
5 × $96
$275 cyc · $1,179/mo
82% surv · T:36%
🎯⚡ 5 × $95
$375 cyc · $1,607/mo
79% surv · T:30%
5 × $93
$800 cyc · $3,429/mo
71% surv · T:59%
$408-$10,774 (79.7% IC)31.8%
QCOM ↗⚡ER 13d
RetireInc:7291 · Next Fri
5$166.28$229.56
5 × $187.50
$420 cyc · $1,800/mo
90% surv · T:20%
🎯 5 × $180
$875 cyc · $3,750/mo
81% surv · T:43%
5 × $175
$1,415 cyc · $6,064/mo
72% surv · T:57%
5 × $167.50
$2,500 cyc · $10,714/mo
55% surv · T:93%
$1,446-$23,904 (140.6% IC)38.1%
RKLB ↗⚡ER 21d
RetireInc:7291 · Next Fri
6$66.25$148.63
6 × $79
$240 cyc · $1,029/mo
92% surv · T:17%
🎯 6 × $75
$486 cyc · $2,083/mo
84% surv · T:34%
6 × $73
$672 cyc · $2,880/mo
79% surv · T:44%
6 × $69
$1,344 cyc · $5,760/mo
65% surv · T:74%
--$43,692 (274.3% IC)124.3%
BBC · LEGACY STRUCTURES   known structurally inefficient and not being restructured; the plan is CC income while the underlying repairs, so treat any REBUILD / restructure verdict on these as informational
BMNR-LC23-1299 ↗
Main:1299 · Next Fri
75$14.97$36.93
75 × $17.50
$675 cyc · $2,893/mo
91% surv · T:19%
🎯 51 × $16.50
$1,020 cyc · $4,371/mo
82% surv · T:39%
59 × $16
$1,534 cyc · $6,574/mo
74% surv · T:54%
71 × $15.50
$3,053 cyc · $13,084/mo
64% surv · T:74%
--$103,176 (0.0% IC)146.7%
BMNR-LC23-1782 ↗
Joint:1782 · Next Fri
150$14.97$20.82
150 × $17.50
$1,350 cyc · $5,786/mo
91% surv · T:19%
🎯 101 × $16.50
$2,020 cyc · $8,657/mo
82% surv · T:39%
117 × $16
$3,042 cyc · $13,037/mo
74% surv · T:54%
142 × $15.50
$6,106 cyc · $26,169/mo
64% surv · T:74%
--$41,637 (0.0% IC)39.1%
BMNR-LC25 ↗
Main:1299 · Next Fri
50$14.97$54.86
50 × $17.50
$450 cyc · $1,929/mo
91% surv · T:19%
🎯 34 × $16.50
$680 cyc · $2,914/mo
82% surv · T:40%
39 × $16
$1,014 cyc · $4,346/mo
74% surv · T:54%
48 × $15.50
$2,064 cyc · $8,846/mo
64% surv · T:74%
--$129,731 (137.2% IC)266.4%
GLXY ↗⚡ER 11d
Main:1299 · Next Fri
125$21.59$33.98
125 × $27
$1,000 cyc · $4,286/mo
95% surv · T:10%
101 × $24
$2,929 cyc · $12,553/mo
79% surv · T:43%
🎯 94 × $23.50
$4,418 cyc · $18,934/mo
75% surv · T:39%
112 × $22
$8,848 cyc · $37,920/mo
58% surv · T:89%
$1,754-$94,118 (340.7% IC)57.4%
MARA-LC20-1299 ↗⚡ER 12d
Main:1299 · Next Fri
200$10.96$18.15
🎯 200 × $13
$1,600 cyc · $6,857/mo
90% surv · T:34%
117 × $12
$2,223 cyc · $9,527/mo
78% surv · T:47%
177 × $12
$3,363 cyc · $14,413/mo
78% surv · T:47%
137 × $11
$6,713 cyc · $28,770/mo
54% surv · T:98%
--$101,309 (1333.0% IC)65.6%
MARA-LC20-1782 ↗⚡ER 12d
Joint:1782 · Next Fri
50$10.96$19.04
🎯 50 × $13
$400 cyc · $1,714/mo
90% surv · T:34%
30 × $12
$570 cyc · $2,443/mo
78% surv · T:47%
45 × $12
$855 cyc · $3,664/mo
78% surv · T:47%
35 × $11
$1,715 cyc · $7,350/mo
54% surv · T:98%
--$29,808 (137.7% IC)73.7%
TOTAL (19)1267
following every 🎯
$26,963 cyc · $115,556/mo
$15,897 cyc · $68,130/mo
18 of 19
$27,124 cyc · $116,246/mo$41,649 cyc · $178,496/mo$82,369 cyc · $353,010/mo$18,032-$812,420

⏱ TRIPWIRE STATUS, 24 active short call(s)   1 TRIPPED  ·  2 harvest

The one rule, applied to live marks: roll when remaining time value ≤ max($0.04, 25% of collected) or spot at/past breakeven (strike + premium). Statuses refresh on every run; challenges happen during US RTH (your night), so a TRIPPED row here means act at the open or set the order now.

FortressAcctCallSpotBreakevenMarkTime valueStatusAction
METAMain:12993x $630C 31 Jul 2026 (14d)$647.30$653.94$42.67$27.53TRIPPED ▸🟡 ROLL vs HOLD · intrinsic is the enemy why ▸
SPYNeville:086512x $764C 21 Jul 2026 (4d)$742.27$764.39$0.04$0.04HARVEST ▸🟢 HOLD · theta is winning why ▸
SOFIRetireInc:729135x $23C 31 Jul 2026 (14d)$16.83$23.27$0.07$0.07HARVEST ▸🟢 HOLD · theta is winning why ▸
COPXJoint:178219x $81.5C 17 Jul 2026 (0d)$72.36$81.90--OKexpiring OTM, penny buyback at the close, then re-sell
GLDMain:129910x $377C 24 Jul 2026 (7d)$364.12$378.34$0.89$0.89OK ▸🟢 HOLD · theta is winning why ▸
NVDANeville:08655x $217.5C 24 Jul 2026 (7d)$202.82$219.51$0.86$0.86OK ▸🟢 HOLD · theta is winning why ▸
MDBNeville:08651x $350C 24 Jul 2026 (7d)$321.54$355.09$3.98$3.98OK ▸🟢 HOLD · theta is winning why ▸
APPRetireInc:72911x $480C 24 Jul 2026 (7d)$422.76$486.90$2.67$2.67OK ▸🟢 HOLD · theta is winning why ▸
MSTR-LC125RetireInc:72914x $105C 24 Jul 2026 (7d)$91.90$106.34$0.93$0.93OK ▸🟢 HOLD · theta is winning why ▸
SPCXNeville:08655x $150C 24 Jul 2026 (7d)$127.42$151.58$0.75$0.75OK ▸🟢 HOLD · theta is winning why ▸
RIOTJoint:178250x $21.5C 24 Jul 2026 (7d)$18.23$21.78$0.18$0.18OK ▸🟢 HOLD · theta is winning why ▸
CRWVNeville:08655x $84C 24 Jul 2026 (7d)$71.00$84.96$0.73$0.73OK ▸🟢 HOLD · theta is winning why ▸
COIN-LC500Main:129925x $187.5C 24 Jul 2026 (7d)$154.05$188.61$0.92$0.92OK ▸🟢 HOLD · theta is winning why ▸
HIMSMain:129915x $40C 24 Jul 2026 (7d)$32.43$41.03$0.38$0.38OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC45Neville:086520x $42C 24 Jul 2026 (7d)$33.90$42.67$0.44$0.44OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC50RetireInc:729120x $42C 24 Jul 2026 (7d)$33.90$42.67$0.44$0.44OK ▸🟢 HOLD · theta is winning why ▸
INTCNeville:08655x $121C 24 Jul 2026 (7d)$93.60$124.00$0.94$0.94OK ▸🟢 HOLD · theta is winning why ▸
MSTR-LC180Joint:178210x $122C 24 Jul 2026 (7d)$91.90$122.50$0.26$0.26OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC25-1299Main:129920x $48C 24 Jul 2026 (7d)$33.90$48.42$0.40$0.40OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC25-1782Joint:178220x $48C 24 Jul 2026 (7d)$33.90$48.44$0.40$0.40OK ▸🟢 HOLD · theta is winning why ▸
GOOG-LC300Neville:086515x $370C 31 Jul 2026 (14d)$346.56$385.01$5.65$5.65OK ▸🟢 HOLD · theta is winning why ▸
GOOG-LC310Joint:17825x $390C 31 Jul 2026 (14d)$346.56$397.40$2.38$2.38OK ▸🟢 HOLD · theta is winning why ▸
AMZNJoint:178210x $280C 31 Jul 2026 (14d)$244.53$283.10$1.46$1.46OK ▸🟢 HOLD · theta is winning why ▸
COIN-LC145RetireInc:72913x $190C 31 Jul 2026 (14d)$154.05$193.34$1.85$1.85OK ▸🟢 HOLD · theta is winning why ▸

UNDERWATER, but NOT a deep drawdown   sell the richest CC still ≥80% survival at/above CC-SS (not a blind CC-SS sale), sorted by touch odds

FortressAcctCtPriceCC-SS↑ wholeSell strikeTouch oddsPer cycleIncome @ strikeNormal incomeAction
GOOG-LC340 ↗⚡ER 6dNeville:08655$347.14$375.608.2%$380 24 Jul 2026 (7d) · 91% surv19%$1,070$4,586/mo (34%)$13,446/mosell 5x $380 CC
IGV ↗Main:129912$93.03$87.420.0%$97 24 Jul 2026 (7d) · 81% surv38%$360$1,543/mo (28%)$5,464/mosell 12x $97 CC
NOW ↗⚡ER 6dMain:129910$105.05$113.187.7%$119 24 Jul 2026 (7d) · 81% surv39%$2,060$8,829/mo (56%)$15,643/mosell 10x $119 CC
IBIT ↗BBCJoint:178250$35.59$35.590.0%$37 24 Jul 2026 (7d) · 80% surv40%$1,000$4,286/mo (42%)$10,287/mosell 50x $37 CC
DELL ↗RetireInc:72913$381.91$400.064.8%$420 24 Jul 2026 (7d) · 80% surv41%$1,350$5,786/mo (40%)$14,400/mosell 3x $420 CC
CAPPED: 23 fortress slice(s) with CCs already sold, excluded from FIGHT scope
FortressAcctCtBE SSActive short calls
AMZNJoint:178210$256.2510x $280C 31 Jul 2026 (14d)
APPRetireInc:72911$588.001x $480C 24 Jul 2026 (7d)
COIN-LC145RetireInc:72913$182.403x $190C 31 Jul 2026 (14d)
COIN-LC500Main:129925$563.0025x $188C 24 Jul 2026 (7d)
CRWVNeville:08655$125.455x $84C 24 Jul 2026 (7d)
GLDMain:129910$456.0010x $377C 24 Jul 2026 (7d)
GOOG-LC300Neville:086515$373.0015x $370C 31 Jul 2026 (14d)
GOOG-LC310Joint:17825$392.505x $390C 31 Jul 2026 (14d) [LEAPS_ONLY, NO_HEDGE]
HIMSMain:129915$17.4715x $40C 24 Jul 2026 (7d)
INTCNeville:08655$114.005x $121C 24 Jul 2026 (7d)
IREN-LC25-1299Main:129920$44.0020x $48C 24 Jul 2026 (7d)
IREN-LC25-1782Joint:178220$44.0020x $48C 24 Jul 2026 (7d)
IREN-LC45Neville:086520$56.5020x $42C 24 Jul 2026 (7d)
IREN-LC50RetireInc:729120$63.4320x $42C 24 Jul 2026 (7d)
MDBNeville:08651$362.901x $350C 24 Jul 2026 (7d)
METAMain:12993$601.503x $630C 31 Jul 2026 (14d)
MSTR-LC125RetireInc:72914$161.004x $105C 24 Jul 2026 (7d)
MSTR-LC180Joint:178210$233.0010x $122C 24 Jul 2026 (7d) [LEAPS_ONLY, NO_HEDGE]
NVDANeville:08655$199.605x $218C 24 Jul 2026 (7d)
RIOTJoint:178250$23.6550x $22C 24 Jul 2026 (7d)
SOFIRetireInc:729135$15.7535x $23C 31 Jul 2026 (14d)
SPCXNeville:08655$186.005x $150C 24 Jul 2026 (7d)
SPYNeville:086512$764.0012x $764C 21 Jul 2026 (4d) [LEAPS_ONLY, NO_HEDGE]

Manage these with the roll table (fortress_fight --tickers T) or roll_calls.

📏 CALIBRATION: 327 of 1480 predictions resolved since 2026-07-02, is the model honest?
Predicted survivalNAvg predictedRealized OTM rateGap
0-60%1458%57%-1pp
60-70%4664%72%+8pp
70-80%6177%95%+18pp
80-90%7685%99%+14pp
90-100%13095%100%+5pp

Touch odds: predicted 35% avg vs realized 24% touch rate over 327 resolved (daily highs, exact intraday touch).

🚪 Roll actuals vs playbook: 56 real buyback(s) recorded · 13 roll(s), net +$1.01/sh avg.

Green gap: within 7pp. A persistent negative gap means survival is overstated (model too confident); positive means too conservative. N is small early; judge after ~30 resolved.

fortress_fight.py v6.1 --all  |  2026-07-17 21:37