FORTRESS FIGHT: PORTFOLIO

47 fortress slices across 4 account(s)  |  17 deep drawdown (FIGHT)  |  3 underwater (not deep DD)  |  7 skipped (CSV)  |  2 uncapped above water  |  18 capped (out of scope)

FIGHT income if all primaries filled: $137,299/mo (51% of normal target) · E[net] after expected escape cost $-208/mo ⚠ 5 negative E[net] ⚡ $39,105/mo of that is earnings-blocked (4 row(s))
ASSIGNMENT EXPOSURE across every open short call: $903,222 locked in if all 10 call(s) struck below their fortress' recovery-to-whole floor were assigned today, before premium.

GENERATED2026-07-30 21:39

⚔ 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$392.30$606.95
1 × $480
$360 cyc · $1,350/mo
90% survhist 100% · T:20%hist 13%
🎯⚡ 1 × $470
$580 cyc · $2,175/mo
88% survhist 99% · T:25%hist 13%
1 × $445
$890 cyc · $3,338/mo
80% survhist 96% · T:42%hist 28%
1 × $415
$1,920 cyc · $7,200/mo
68% survhist 80% · T:68%hist 51%
S≥708090T≤253040C≥2505001k×
$2,111-$13,115 (102.5% IC)54.7%
CLSK ↗⚡ER 7d
RetireInc:7291 · Next Fri
25$13.26$17.74
25 × $16
$350 cyc · $1,312/mo
91% survhist 100% · T:20%hist 5%
20 × $15.50
$440 cyc · $1,650/mo
87% survhist 99% · T:28%hist 13%
🎯⚡ 22 × $15
$660 cyc · $2,475/mo
81% survhist 99% · T:39%hist 18%
23 × $14
$1,334 cyc · $5,002/mo
67% survhist 80% · T:70%hist 51%
S≥708090T≤253040C≥2505001k×
--$5,365 (57.4% IC)33.8%
COPX ↗
Joint:1782 · Next Fri
20$78.50$94.79
20 × $88
$100 cyc · $375/mo
94% survhist 100% · T:11%hist 5%
18 × $83
$1,080 cyc · $4,050/mo
79% survhist 96% · T:44%hist 28%
🎯 19 × $82
$1,615 cyc · $6,056/mo
74% survhist 96% · T:54%hist 43%
19 × $79.50
$3,230 cyc · $12,112/mo
58% survhist 79% · T:86%hist 80%
S≥708090T≤253040C≥2505001k×
$1,334-$22,695 (40.0% IC)20.8%
CRWV ↗⚡ER 12d
Neville:0865 · Next Fri
5$68.93$129.18
5 × $84
$250 cyc · $938/mo
91% survhist 100% · T:18%hist 5%
🎯 5 × $79
$580 cyc · $2,175/mo
83% survhist 99% · T:35%hist 18%
5 × $76
$900 cyc · $3,375/mo
76% survhist 96% · T:50%hist 28%
5 × $70
$1,975 cyc · $7,406/mo
57% survhist 79% · T:91%hist 90%
S≥708090T≤253040C≥2505001k×
$301-$24,511 (239.7% IC)87.4%
ENPH ↗
RetireInc:7291 · Next Fri
10$35.59$59.02
10 × $42
$160 cyc · $600/mo
91% survhist 100% · T:18%hist 5%
8 × $41.50
$184 cyc · $690/mo
90% survhist 99% · T:21%hist 13%
🎯 10 × $41
$290 cyc · $1,087/mo
88% survhist 99% · T:25%hist 13%
8 × $39
$560 cyc · $2,100/mo
78% survhist 96% · T:45%hist 28%
S≥708090T≤253040C≥2505001k×
$2,164-$17,727 (242.8% IC)65.8%
INTC ↗
Neville:0865 · Next Fri
5$87.38$117.78
5 × $104
$315 cyc · $1,181/mo
91% survhist 100% · T:19%hist 5%
5 × $100
$515 cyc · $1,931/mo
86% survhist 99% · T:30%hist 13%
🎯 5 × $97
$750 cyc · $2,812/mo
80% survhist 99% · T:41%hist 28%
5 × $91
$1,500 cyc · $5,625/mo
65% survhist 80% · T:73%hist 59%
S≥708090T≤253040C≥2505001k×
$2,071-$9,641 (66.5% IC)34.8%
IREN-LC25-1299 ↗
Main:1299 · Next Fri
20$33.47$49.04
18 × $41
$1,296 cyc · $4,860/mo
86% survhist 99% · T:29%hist 13%
🎯 18 × $39
$1,998 cyc · $7,493/mo
80% survhist 99% · T:42%hist 28%
20 × $36
$4,000 cyc · $15,000/mo
68% survhist 80% · T:70%hist 51%
S≥708090T≤253040C≥2505001k×
--$16,074 (50.2% IC)46.5%
IREN-LC25-1782 ↗
Joint:1782 · Next Fri
20$33.47$49.04
18 × $41
$1,296 cyc · $4,860/mo
86% survhist 99% · T:29%hist 13%
🎯 18 × $39
$1,998 cyc · $7,493/mo
80% survhist 99% · T:42%hist 28%
20 × $36
$4,000 cyc · $15,000/mo
68% survhist 80% · T:70%hist 51%
S≥708090T≤253040C≥2505001k×
--$16,074 (50.2% IC)46.5%
IREN-LC45 ↗
Neville:0865 · Next Fri
20$33.47$59.67
20 × $44
$800 cyc · $3,000/mo
92% survhist 100% · T:17%hist 5%
18 × $41
$1,296 cyc · $4,860/mo
86% survhist 99% · T:29%hist 13%
🎯 18 × $39
$1,998 cyc · $7,493/mo
80% survhist 99% · T:42%hist 28%
20 × $36
$4,000 cyc · $15,000/mo
68% survhist 80% · T:70%hist 51%
S≥708090T≤253040C≥2505001k×
$792-$35,213 (586.9% IC)78.3%
IREN-LC50 ↗
RetireInc:7291 · Next Fri
20$33.47$68.12
18 × $41
$1,296 cyc · $4,860/mo
86% survhist 99% · T:29%hist 13%
🎯 18 × $39
$1,998 cyc · $7,493/mo
80% survhist 99% · T:42%hist 28%
20 × $36
$4,000 cyc · $15,000/mo
68% survhist 80% · T:70%hist 51%
S≥708090T≤253040C≥2505001k×
--$50,415 (368.0% IC)103.5%
MARA-LC40 ↗ ⚡ER 8d
Main:1299 · Next Fri
200$10.68$14.41
200 × $13
$2,400 cyc · $9,000/mo
90% survhist 100% · T:21%hist 13%
🎯⚡ 148 × $12.50
$2,516 cyc · $9,435/mo
85% survhist 99% · T:32%hist 18%
146 × $12
$3,796 cyc · $14,235/mo
79% survhist 96% · T:45%hist 28%
200 × $11.50
$7,600 cyc · $28,500/mo
70% survhist 96% · T:63%hist 51%
S≥708090T≤253040C≥2505001k×
--$25,735 (234.0% IC)34.9%
MU-LC880 ↗
Main:1299 · Next Fri
5$796.60$1,057.05
5 × $960
$3,800 cyc · $14,250/mo
90% survhist 100% · T:20%hist 13%
5 × $930
$5,700 cyc · $21,375/mo
86% survhist 99% · T:29%hist 13%
🎯 5 × $895
$8,925 cyc · $33,469/mo
80% survhist 99% · T:41%hist 28%
5 × $835
$17,775 cyc · $66,656/mo
65% survhist 80% · T:74%hist 59%
S≥708090T≤253040C≥2505001k×
$12,776-$72,102 (97.0% IC)32.7%
MU-LC970 ↗
Neville:0865 · Next Fri
2$796.60$1,247.73
2 × $960
$1,520 cyc · $5,700/mo
90% survhist 100% · T:20%hist 13%
2 × $930
$2,280 cyc · $8,550/mo
86% survhist 99% · T:29%hist 13%
🎯 2 × $895
$3,570 cyc · $13,388/mo
80% survhist 99% · T:41%hist 28%
2 × $835
$7,110 cyc · $26,662/mo
65% survhist 80% · T:74%hist 59%
S≥708090T≤253040C≥2505001k×
$4,427-$66,977 (134.0% IC)56.6%
NEM ↗
Main:1299 · Next Fri
5$92.45$117.98
3 × $98
$183 cyc · $686/mo
82% survhist 99% · T:36%hist 18%
🎯 5 × $98
$305 cyc · $1,144/mo
82% survhist 99% · T:36%hist 18%
5 × $95
$585 cyc · $2,194/mo
67% survhist 80% · T:66%hist 51%
S≥708090T≤253040C≥2505001k×
$442-$9,687 (71.7% IC)27.6%
QCOM ↗
RetireInc:7291 · Next Fri
5$148.64$228.76
5 × $167.50
$545 cyc · $2,044/mo
92% survhist 100% · T:17%hist 5%
5 × $165
$755 cyc · $2,831/mo
89% survhist 99% · T:22%hist 13%
🎯 4 × $160
$944 cyc · $3,540/mo
81% survhist 99% · T:39%hist 18%
5 × $155
$1,875 cyc · $7,031/mo
70% survhist 80% · T:62%hist 51%
S≥708090T≤253040C≥2505001k×
$644-$26,562 (156.2% IC)53.9%
RKLB ↗⚡ER 11d
RetireInc:7291 · Next Fri
6$60.52$149.23
6 × $74
$306 cyc · $1,148/mo
91% survhist 100% · T:19%hist 5%
🎯 6 × $70
$630 cyc · $2,362/mo
84% survhist 99% · T:33%hist 18%
6 × $67.50
$894 cyc · $3,352/mo
78% survhist 96% · T:46%hist 28%
6 × $63
$1,752 cyc · $6,570/mo
63% survhist 80% · T:78%hist 59%
S≥708090T≤253040C≥2505001k×
$863-$46,910 (294.5% IC)146.6%
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$19.53$34.12
125 × $25
$625 cyc · $2,344/mo
91% survhist 100% · T:18%hist 5%
102 × $23
$3,366 cyc · $12,622/mo
83% survhist 99% · T:35%hist 18%
🎯⚡ 121 × $22.50
$5,082 cyc · $19,058/mo
81% survhist 99% · T:41%hist 28%
112 × $21
$10,192 cyc · $38,220/mo
69% survhist 80% · T:66%hist 51%
S≥708090T≤253040C≥2505001k×
$879-$135,501 (490.5% IC)74.7%
TOTAL (17)494
following every 🎯
$34,439 cyc · $129,146/mo
$11,531 cyc · $43,241/mo
13 of 17
$23,993 cyc · $89,974/mo$36,613 cyc · $137,299/mo$73,408 cyc · $275,280/mo$28,804-$594,303

⏱ TRIPWIRE STATUS, 18 active short call(s)   1 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 $637.5C 7 Aug 2026 (8d)$528.20$654.07$0.33$0.33HARVEST ▸🟢 HOLD · theta is winning why ▸
SPCXNeville:08655x $125C 31 Jul 2026 (1d)$116.57$126.30$1.23$1.23OK ▸🟢 HOLD · theta is winning why ▸
COIN-LC500Main:129925x $180C 31 Jul 2026 (1d)$160.54$181.89$1.08$1.08OK ▸🟢 HOLD · theta is winning why ▸
MARA-LC20-1299Main:1299200x $16C 31 Jul 2026 (1d)$10.63$16.07--OKexpiring OTM, penny buyback at the close, then re-sell
GOOG-LC300Neville:086515x $350C 7 Aug 2026 (8d)$331.57$352.35$1.40$1.40OK ▸🟢 HOLD · theta is winning why ▸
GOOG-LC310Joint:17825x $350C 7 Aug 2026 (8d)$331.57$352.31$1.40$1.40OK ▸🟢 HOLD · theta is winning why ▸
NVDANeville:08655x $210C 7 Aug 2026 (8d)$192.13$211.74$0.52$0.52OK ▸🟢 HOLD · theta is winning why ▸
COIN-LC165Main:12998x $185C 7 Aug 2026 (8d)$160.54$187.68$2.08$2.08OK ▸🟢 HOLD · theta is winning why ▸
BMNR-LC10RetireInc:729150x $20.5C 7 Aug 2026 (8d)$17.13$20.75$0.17$0.17OK ▸🟢 HOLD · theta is winning why ▸
MDBNeville:08651x $355C 14 Aug 2026 (15d)$325.70$362.70$6.93$6.93OK ▸🟢 HOLD · theta is winning why ▸
MSTR-LC125RetireInc:72914x $110C 14 Aug 2026 (15d)$94.70$113.05$1.81$1.81OK ▸🟢 HOLD · theta is winning why ▸
MSTR-LC180Joint:178210x $110C 14 Aug 2026 (15d)$94.70$113.08$1.81$1.81OK ▸🟢 HOLD · theta is winning why ▸
COIN-LC145RetireInc:72913x $195C 14 Aug 2026 (15d)$160.54$198.70$2.06$2.06OK ▸🟢 HOLD · theta is winning why ▸
UAMYRetireInc:729125x $7C 14 Aug 2026 (15d)$5.06$7.35$0.12$0.12OK ▸🟢 HOLD · theta is winning why ▸
GLDMain:129910x $390C 21 Aug 2026 (22d)$374.10$396.32$2.75$2.75OK ▸🟢 HOLD · theta is winning why ▸
DELLRetireInc:72913x $475C 21 Aug 2026 (22d)$391.24$505.00$8.43$8.43OK ▸🟢 HOLD · theta is winning why ▸
NOWMain:129910x $120C 18 Sep 2026 (50d)$110.43$124.07$6.08$6.08OK ▸🟢 HOLD · theta is winning why ▸
GOOG-LC340Neville:08655x $370C 18 Sep 2026 (50d)$331.57$374.80$4.10$4.10OK ▸🟢 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 ↗ BORDERLINE 21%Main:129912$92.66$86.970.0%$98 7 Aug 2026 (8d) · 84% survhist 99%32%hist 18%$420$1,575/mo (27%)$5,748/mosell 12x $98 CC SIM ▾
AMZN ↗⚡ER TODAYJoint:178210$232.28$243.154.7%$250 3 Aug 2026 (4d) · 82% survhist 99% ⚡ CROSSES EARNINGS38%hist 18%$2,420$18,150/mo (89%)$20,300/mosell 10x $250 CC SIM ▾
SPY ↗Neville:086512$735.51$696.710.0%$745 3 Aug 2026 (4d) · 81% survhist 99%39%hist 18%$1,116$8,370/mo (35%)$23,966/mosell 12x $745 CC SIM ▾

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

FortressAcctCtPriceBE SSHeadroom
HIMSMain:129915$24.34$17.47+39.3%
MU-LC670Joint:17821$797.57$792.36+0.7%

⏸ 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$17.13$39.13excluded by CSV (Skip) · 56.2% below BE SS · also tagged: Half Max
BMNR-LC23-1782Joint:1782150$17.13$30.29excluded by CSV (Skip) · 43.4% below BE SS · also tagged: Half Max
BMNR-LC25Main:129950$17.13$44.46excluded by CSV (Skip) · 61.5% below BE SS · also tagged: Half Max
ETHAMain:129950$14.49$17.33excluded by CSV (Skip) · 16.4% below BE SS
IBITJoint:178250$36.65$70.58excluded by CSV (Skip) · 48.1% below BE SS [LEAPS_ONLY, NO_HEDGE]
MARA-LC20-1782Joint:178250$10.63$24.33excluded by CSV (Skip) · 56.3% below BE SS · also tagged: Half Max
MARA-LC25Neville:0865250$10.63$26.40excluded by CSV (Skip) · 59.7% 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 1971 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 21:39