FORTRESS FIGHT: PORTFOLIO

47 fortress slices across 4 account(s)  |  17 deep drawdown (FIGHT)  |  4 underwater (not deep DD)  |  7 skipped (CSV)  |  1 uncapped above water  |  18 capped (out of scope)

FIGHT income if all primaries filled: $121,834/mo (55% of normal target) · E[net] after expected escape cost $27,381/mo ⚠ 4 negative E[net] ⚡ $33,619/mo of that is earnings-blocked (4 row(s))
ASSIGNMENT EXPOSURE across every open short call: $506,681 locked in if all 11 call(s) struck below their fortress' recovery-to-whole floor were assigned today, before premium.

GENERATED2026-07-30 19:14

⚔ 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

TUNE PICKSTouch ≤anySurv ≥anyCyc ≥floorsizing rulewhat-if lens only: the 🎯 picks, ladder, totals and panels never move. Tuned = the SAFEST strike meeting your gates (the engine's own objective at your floor), sized to the cycle target. The S/T/C presets under each Tuned cell override these sliders for that row only; every tuned pick opens its own decision panel.
POSITIONINCOME LADDER  ·  SAFEST ⟶ RICHEST
TUNEDRECOVERY
FortressCtPriceCC-SS🛡 Safe yield33% normal50% normal100% normalTunedBankedCap @ CC-SS↑ whole
APP ↗⚡ER 6d
RetireInc:7291 · Next Fri
1$394.50$603.14
1 × $485
$460 cyc · $1,725/mo
91% survhist 100% · T:19%hist 5%
1 × $460
$580 cyc · $2,175/mo
84% survhist 99% · T:33%hist 18%
🎯⚡ 1 × $450
$930 cyc · $3,488/mo
81% survhist 99% · T:40%hist 18%
1 × $422.50
$1,740 cyc · $6,525/mo
71% survhist 96% · T:61%hist 51%
S≥708090T≤253040C≥2505001k×
$2,111-$14,384 (112.4% IC)52.9%
CLSK ↗⚡ER 7d
RetireInc:7291 · Next Fri
25$12.37$17.40
25 × $16
$125 cyc · $469/mo
94% survhist 100% · T:12%hist 5%
19 × $14
$361 cyc · $1,354/mo
80% survhist 96% · T:42%hist 28%
🎯⚡ 19 × $13.50
$551 cyc · $2,066/mo
73% survhist 96% · T:56%hist 43%
19 × $12.50
$1,083 cyc · $4,061/mo
56% survhist 79% · T:94%hist 90%
S≥708090T≤253040C≥2505001k×
--$6,867 (73.4% IC)40.7%
COPX ↗
Joint:1782 · Next Fri
20$78.20$96.32
20 × $87
$200 cyc · $750/mo
93% survhist 100% · T:15%hist 5%
15 × $82
$750 cyc · $2,812/mo
75% survhist 96% · T:51%hist 43%
🎯 17 × $81
$1,105 cyc · $4,144/mo
69% survhist 80% · T:63%hist 51%
17 × $78.50
$2,210 cyc · $8,288/mo
54% survhist 79% · T:96%hist 90%
S≥708090T≤253040C≥2505001k×
$1,334-$24,937 (43.9% IC)23.2%
CRWV ↗⚡ER 12d
Neville:0865 · Next Fri
5$63.60$132.12
5 × $72
$500 cyc · $1,875/mo
80% survhist 96% · T:42%hist 28%
🎯 5 × $69
$755 cyc · $2,831/mo
72% survhist 96% · T:60%hist 43%
5 × $64
$1,490 cyc · $5,588/mo
55% survhist 79% · T:97%hist 90%
S≥708090T≤253040C≥2505001k×
$301-$30,806 (301.3% IC)107.7%
ENPH ↗
RetireInc:7291 · Next Fri
10$35.60$59.45
10 × $42.50
$150 cyc · $562/mo
91% survhist 100% · T:19%hist 5%
9 × $39
$414 cyc · $1,552/mo
77% survhist 96% · T:48%hist 28%
🎯 9 × $38
$603 cyc · $2,261/mo
71% survhist 96% · T:61%hist 51%
9 × $36
$1,305 cyc · $4,894/mo
56% survhist 79% · T:93%hist 90%
S≥708090T≤253040C≥2505001k×
$2,164-$18,699 (256.1% IC)67.0%
INTC ↗
Neville:0865 · Next Fri
5$83.79$117.80
5 × $98
$365 cyc · $1,369/mo
90% survhist 100% · T:20%hist 13%
🎯 5 × $96
$465 cyc · $1,744/mo
87% survhist 99% · T:27%hist 13%
5 × $92.50
$710 cyc · $2,662/mo
80% survhist 96% · T:42%hist 28%
5 × $87
$1,350 cyc · $5,062/mo
64% survhist 80% · T:75%hist 59%
S≥708090T≤253040C≥2505001k×
$2,071-$10,436 (72.0% IC)40.6%
IREN-LC25-1299 ↗
🎯 cover hedge 20 × $34
floor = hedge $8,164/mo
Main:1299 · Next Fri
20$31.40$51.33
15 × $37
$840 cyc · $3,150/mo
81% survhist 99% · T:41%hist 28%
17 × $36
$1,275 cyc · $4,781/mo
77% survhist 96% · T:49%hist 28%
19 × $33
$2,546 cyc · $9,548/mo
63% survhist 80% · T:80%hist 59%
S≥708090T≤253040C≥2505001k×
--$32,486 (101.5% IC)63.5%
IREN-LC25-1782 ↗
🎯 cover hedge 20 × $34
floor = hedge $8,164/mo
Joint:1782 · Next Fri
20$31.40$51.33
15 × $37
$840 cyc · $3,150/mo
81% survhist 99% · T:41%hist 28%
17 × $36
$1,275 cyc · $4,781/mo
77% survhist 96% · T:49%hist 28%
19 × $33
$2,546 cyc · $9,548/mo
63% survhist 80% · T:80%hist 59%
S≥708090T≤253040C≥2505001k×
--$32,486 (101.5% IC)63.5%
IREN-LC45 ↗
Neville:0865 · Next Fri
20$31.40$62.53
15 × $37
$840 cyc · $3,150/mo
81% survhist 99% · T:41%hist 28%
🎯 17 × $36
$1,275 cyc · $4,781/mo
77% survhist 96% · T:49%hist 28%
19 × $33
$2,546 cyc · $9,548/mo
63% survhist 80% · T:80%hist 59%
S≥708090T≤253040C≥2505001k×
$792-$43,828 (730.5% IC)99.1%
IREN-LC50 ↗
RetireInc:7291 · Next Fri
20$31.40$72.10
15 × $37
$840 cyc · $3,150/mo
81% survhist 99% · T:41%hist 28%
🎯 17 × $36
$1,275 cyc · $4,781/mo
77% survhist 96% · T:49%hist 28%
19 × $33
$2,546 cyc · $9,548/mo
63% survhist 80% · T:80%hist 59%
S≥708090T≤253040C≥2505001k×
--$60,102 (438.7% IC)129.6%
MARA-LC40 ↗ ⚡ER 7d
Main:1299 · Next Fri
200$10.45$14.56
200 × $13
$1,600 cyc · $6,000/mo
93% survhist 100% · T:14%hist 5%
🎯⚡ 145 × $12
$2,465 cyc · $9,244/mo
84% survhist 99% · T:34%hist 18%
163 × $11.50
$3,749 cyc · $14,059/mo
76% survhist 96% · T:51%hist 43%
183 × $10.50
$7,503 cyc · $28,136/mo
54% survhist 79% · T:97%hist 90%
S≥708090T≤253040C≥2505001k×
--$34,680 (315.3% IC)39.3%
MU-LC880 ↗
Main:1299 · Next Fri
5$752.99$1,070.67
5 × $915
$3,375 cyc · $12,656/mo
90% survhist 100% · T:21%hist 13%
🎯 5 × $880
$5,275 cyc · $19,781/mo
85% survhist 99% · T:31%hist 18%
5 × $850
$7,675 cyc · $28,781/mo
80% survhist 96% · T:43%hist 28%
5 × $795
$14,750 cyc · $55,312/mo
66% survhist 80% · T:72%hist 59%
S≥708090T≤253040C≥2505001k×
$12,776-$90,058 (121.2% IC)42.2%
MU-LC970 ↗
Neville:0865 · Next Fri
2$752.99$1,261.98
2 × $915
$1,350 cyc · $5,062/mo
90% survhist 100% · T:21%hist 13%
🎯 2 × $880
$2,110 cyc · $7,912/mo
85% survhist 99% · T:31%hist 18%
2 × $850
$3,070 cyc · $11,512/mo
80% survhist 96% · T:43%hist 28%
2 × $795
$5,900 cyc · $22,125/mo
66% survhist 80% · T:72%hist 59%
S≥708090T≤253040C≥2505001k×
$4,427-$74,287 (148.6% IC)67.6%
NEM ↗
Main:1299 · Next Fri
5$92.51$118.11
🎯 5 × $98
$260 cyc · $975/mo
81% survhist 99% · T:38%hist 18%
5 × $96
$360 cyc · $1,350/mo
72% survhist 96% · T:57%hist 43%
4 × $93
$712 cyc · $2,670/mo
54% survhist 79% · T:93%hist 90%
S≥708090T≤253040C≥2505001k×
$442-$9,794 (72.4% IC)27.7%
QCOM ↗
RetireInc:7291 · Next Fri
5$149.13$221.94
🎯 5 × $1708d
$1,550 cyc · $5,812/mo
90% survhist 100% · T:20%hist 5%
5 × $175
$1,115 cyc · $4,181/mo
94% survhist 100% · T:12%hist 5%
🎯 5 × $170
$1,550 cyc · $5,812/mo
90% survhist 100% · T:20%hist 5%
5 × $157.50
$3,600 cyc · $13,500/mo
72% survhist 96% · T:59%hist 43%
S≥708090T≤253040C≥2505001k×
$644-$24,420 (143.6% IC)48.8%
RKLB ↗⚡ER 11d
RetireInc:7291 · Next Fri
6$60.25$153.52
🎯 6 × $69
$558 cyc · $2,092/mo
81% survhist 99% · T:40%hist 18%
6 × $66.50
$786 cyc · $2,948/mo
75% survhist 96% · T:53%hist 43%
6 × $61
$1,692 cyc · $6,345/mo
56% survhist 79% · T:93%hist 90%
S≥708090T≤253040C≥2505001k×
$863-$50,151 (314.8% IC)154.8%
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
GLXY ↗⚡ER 6d
Main:1299 · Next Fri
125$18.85$34.46
🎯⚡ 125 × $30.50
$1,425 cyc · $5,344/mo
99+% survhist 100% · T:0%hist 1%
55 × $21.50
$2,475 cyc · $9,281/mo
79% survhist 96% · T:45%hist 28%
83 × $21.50
$3,735 cyc · $14,006/mo
79% survhist 96% · T:45%hist 28%
125 × $20.50
$7,500 cyc · $28,125/mo
71% survhist 96% · T:62%hist 51%
S≥708090T≤253040C≥2505001k×
$879-$48,130 (174.2% IC)82.8%
TOTAL (17)494
following every 🎯
$24,962 cyc · $93,608/mo
$10,600 cyc · $39,750/mo
10 of 17
$20,688 cyc · $77,580/mo$30,679 cyc · $115,046/mo$61,019 cyc · $228,821/mo$28,804-$606,553

⏱ TRIPWIRE STATUS, 18 active short call(s)   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
UAMYRetireInc:729125x $7C 14 Aug 2026 (15d)$5.03$7.35$0.06$0.06HARVEST ▸🟢 HOLD · theta is winning why ▸
DELLRetireInc:72913x $475C 21 Aug 2026 (22d)$379.59$505.00$5.57$5.57HARVEST ▸🟢 HOLD · theta is winning why ▸
SPCXNeville:08655x $125C 31 Jul 2026 (1d)$114.41$126.30$0.95$0.95OK ▸🟢 HOLD · theta is winning why ▸
COIN-LC500Main:129925x $180C 31 Jul 2026 (1d)$162.75$181.89$1.52$1.52OK ▸🟢 HOLD · theta is winning why ▸
MARA-LC20-1299Main:1299200x $16C 31 Jul 2026 (1d)$10.45$16.07--OKexpiring OTM, penny buyback at the close, then re-sell
GOOG-LC300Neville:086515x $350C 7 Aug 2026 (8d)$336.78$352.35$2.60$2.60OK ▸🟢 HOLD · theta is winning why ▸
GOOG-LC310Joint:17825x $350C 7 Aug 2026 (8d)$336.78$352.31$2.60$2.60OK ▸🟢 HOLD · theta is winning why ▸
NVDANeville:08655x $210C 7 Aug 2026 (8d)$193.06$211.74$0.55$0.55OK ▸🟢 HOLD · theta is winning why ▸
COIN-LC165Main:12998x $185C 7 Aug 2026 (8d)$162.75$187.68$2.45$2.45OK ▸🟢 HOLD · theta is winning why ▸
METAMain:12993x $637.5C 7 Aug 2026 (8d)$540.33$654.07$10.71$10.71OK ▸🟢 HOLD · theta is winning why ▸
BMNR-LC10RetireInc:729150x $20.5C 7 Aug 2026 (8d)$16.92$20.75$0.11$0.11OK ▸🟢 HOLD · theta is winning why ▸
MDBNeville:08651x $355C 14 Aug 2026 (15d)$326.84$362.70$7.94$7.94OK ▸🟢 HOLD · theta is winning why ▸
MSTR-LC125RetireInc:72914x $110C 14 Aug 2026 (15d)$95.45$113.05$1.79$1.79OK ▸🟢 HOLD · theta is winning why ▸
MSTR-LC180Joint:178210x $110C 14 Aug 2026 (15d)$95.45$113.08$1.79$1.79OK ▸🟢 HOLD · theta is winning why ▸
COIN-LC145RetireInc:72913x $195C 14 Aug 2026 (15d)$162.75$198.70$2.33$2.33OK ▸🟢 HOLD · theta is winning why ▸
GLDMain:129910x $390C 21 Aug 2026 (22d)$374.33$396.32$2.34$2.34OK ▸🟢 HOLD · theta is winning why ▸
NOWMain:129910x $120C 18 Sep 2026 (50d)$112.19$124.07$8.55$8.55OK ▸🟢 HOLD · theta is winning why ▸
GOOG-LC340Neville:08655x $370C 18 Sep 2026 (50d)$336.78$374.80$5.15$5.15OK ▸🟢 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
IGV ↗Main:129912$92.60$85.330.0%$98 7 Aug 2026 (8d) · 85% survhist 99%30%hist 13%$660$2,475/mo (38%)$6,480/mosell 12x $98 CC SIM ▾
SPY ↗ BORDERLINE 29%Neville:086512$733.66$698.050.0%$744 3 Aug 2026 (4d) · 81% survhist 99%37%hist 18%$912$6,840/mo (34%)$20,064/mosell 12x $744 CC SIM ▾
MU-LC670 ↗Joint:17821$752.99$821.059.0%$825 3 Aug 2026 (4d) · 81% survhist 99%38%hist 18%$900$6,750/mo (62%)$10,927/mosell 1x $825 CC SIM ▾
AMZN ↗⚡ER TODAYJoint:178210$233.43$248.896.6%$250 3 Aug 2026 (4d) · 81% survhist 99% ⚡ CROSSES EARNINGS38%hist 18%$1,380$10,350/mo (82%)$12,640/mosell 10x $250 CC SIM ▾

UNCAPPED, ABOVE WATER   no FIGHT needed; sell normal CCs (cc_scanner)

FortressAcctCtPriceBE SSHeadroom
HIMSMain:129915$24.96$17.47+42.9%

⏸ SKIPPED BY CSV: 7 fortress slice(s)   these qualify for FIGHT but carry Skip; in active_fortresses.csv (earnings, event, bullish momentum). Not analyzed, no recommendation, excluded from every income total and from the cc_manager seam. Existing short calls on them are still tripwired below. Remove the tag to bring them back.

FortressAcctCtPriceBE SSWhy excluded
BMNR-LC23-1299Main:129975$16.92$39.13excluded by CSV (Skip) · 56.8% below BE SS · also tagged: Half Max
BMNR-LC23-1782Joint:1782150$16.92$30.29excluded by CSV (Skip) · 44.1% below BE SS · also tagged: Half Max
BMNR-LC25Main:129950$16.92$44.46excluded by CSV (Skip) · 61.9% below BE SS · also tagged: Half Max
ETHAMain:129950$14.46$17.33excluded by CSV (Skip) · 16.6% below BE SS
IBITJoint:178250$36.53$70.58excluded by CSV (Skip) · 48.2% below BE SS [LEAPS_ONLY, NO_HEDGE]
MARA-LC20-1782Joint:178250$10.45$24.33excluded by CSV (Skip) · 57.0% below BE SS · also tagged: Half Max
MARA-LC25Neville:0865250$10.45$26.40excluded by CSV (Skip) · 60.4% below BE SS
CAPPED: 18 fortress slice(s) with CCs already sold, excluded from FIGHT scope
FortressAcctCtBE SSActive short calls
BMNR-LC10RetireInc:729150$17.1350x $20C 7 Aug 2026 (8d)
COIN-LC145RetireInc:72913$182.403x $195C 14 Aug 2026 (15d)
COIN-LC165Main:12998$210.908x $185C 7 Aug 2026 (8d)
COIN-LC500Main:129925$563.0025x $180C 31 Jul 2026 (1d)
DELLRetireInc:72913$398.003x $475C 21 Aug 2026 (22d)
GLDMain:129910$456.0010x $390C 21 Aug 2026 (22d)
GOOG-LC300Neville:086515$373.0015x $350C 7 Aug 2026 (8d)
GOOG-LC310Joint:17825$392.505x $350C 7 Aug 2026 (8d) [LEAPS_ONLY, NO_HEDGE]
GOOG-LC340Neville:08655$398.005x $370C 18 Sep 2026 (50d)
MARA-LC20-1299Main:1299200$22.69200x $16C 31 Jul 2026 (1d) [CC_AMBIGUOUS(qty 200 matches 2 fortresses)]
MDBNeville:08651$362.901x $355C 14 Aug 2026 (15d)
METAMain:12993$601.503x $638C 7 Aug 2026 (8d)
MSTR-LC125RetireInc:72914$161.004x $110C 14 Aug 2026 (15d)
MSTR-LC180Joint:178210$233.0010x $110C 14 Aug 2026 (15d) [LEAPS_ONLY, NO_HEDGE]
NOWMain:129910$108.9310x $120C 18 Sep 2026 (50d)
NVDANeville:08655$199.605x $210C 7 Aug 2026 (8d)
SPCXNeville:08655$186.005x $125C 31 Jul 2026 (1d)
UAMYRetireInc:729125$12.4525x $7C 14 Aug 2026 (15d)

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

📏 CALIBRATION: 1418 of 1905 predictions resolved since 2026-07-02, is the model honest?
Predicted survivalNAvg predictedRealized OTM rateGap
0-60%13055%72%+16pp
60-70%19664%72%+8pp
70-80%25976%96%+20pp
80-90%30584%96%+12pp
90-100%52894%100%+6pp

Touch odds: predicted 39% avg vs realized 28% touch rate over 1418 resolved (daily highs, exact intraday touch).

🚪 Roll actuals vs playbook: 110 real buyback(s) recorded · 42 roll(s), net +$1.08/sh avg.

💸 What a touch actually costs, over 42 real rolls: buyback $4.25/sh, replacement credit financed 126% of it, leaving a net CREDIT of $1.08/sh (28 of 42 rolled for a credit). Verdict: even-roll (campaign MC) is closer: the replacement credit financed most of the buyback. E[net] charges the NET cost plus one parked cycle, not the gross buyback.

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 v6.3 --all  |  2026-07-30 19:14