FORTRESS FIGHT: PORTFOLIO

42 fortress slices across 4 account(s)  |  4 deep drawdown (FIGHT)  |  1 underwater (not deep DD)  |  8 skipped (CSV)  |  2 uncapped above water  |  27 capped (out of scope)

FIGHT income if all primaries filled: $33,825/mo (51% of normal target) · E[net] after expected escape cost $29,117/mo · plus $15,480/mo CC-safe on 1 shallow row(s)
ASSIGNMENT EXPOSURE across every open short call: $113,679 locked in if all 7 call(s) struck below their fortress' recovery-to-whole floor were assigned today, before premium; 1 call(s) have no marked floor and are not counted.

GENERATED2026-09-09 21:47

⚔ 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  |  ranked by today's move: sell into strength (▲ UP BIG) first

POSITIONCC-SAFEINCOME LADDER  ·  SAFEST ⟶ RICHEST
RECOVERY
FortressCtPriceCC-SSCC-safe ≥ floor🛡 Safe yield33% normal50% normal100% normalBankedCap @ CC-SS↑ whole
IREN-LC50 ↗
RetireInc:7291 · This Fri
20$46.48$66.97
20 × $65 18 Sep (9d)
$180 cyc · $600/mo
99% survhist 96% · T:1%hist 3%
20 × $52 11 Sep (2d)
$340 cyc · $5,100/mo
92% survhist 96% · T:16%hist 13%
20 × $53 11 Sep (2d)
$260 cyc · $3,900/mo
95% survhist 96% · T:11%hist 13%
🎯 15 × $51 11 Sep (2d)
$390 cyc · $5,850/mo
89% survhist 86% · T:23%hist 26%
19 × $50 11 Sep (2d)
$779 cyc · $11,685/mo
84% survhist 86% · T:33%hist 31%
$3,610-$23,569 (172.0% IC)44.1%
RKLB ↗
RetireInc:7291 · This Fri
6$67.08$149.16
6 × $145 18 Sep (9d)
$6 cyc · $20/mo
99+% survhist 96% · T:0%hist 3%
6 × $79 18 Sep (9d)alt tenor
$240 cyc · $800/mo
91% survhist 96% · T:19%hist 13%
5 × $74 11 Sep (2d)
$95 cyc · $1,425/mo
93% survhist 96% · T:14%hist 13%
🎯 6 × $73 11 Sep (2d)
$144 cyc · $2,160/mo
90% survhist 96% · T:20%hist 13%
6 × $71 11 Sep (2d)
$294 cyc · $4,410/mo
82% survhist 86% · T:37%hist 31%
$2,212-$45,552 (286.0% IC)122.4%
SHALLOW · NOT A DEEP DRAWDOWN   a CC at the floor still pays, so recovery is the trade: 🎯 sits on the CC-SAFE rung (assignment breaks even or better) and the income rungs beside it are fidelity, priced with what assignment below the floor would lock
SPY ↗ BORDERLINE 26%
Neville:0865 · This Fri
12$763.73$703.03
🎯 12 × $771 11 Sep (2d)
$1,032 cyc · $15,480/mo
83% survhist 86% · T:34%hist 31%
above floor +$81,559
12 × $774 11 Sep (2d)
$504 cyc · $7,560/mo
91% survhist 96% · T:17%hist 13%
above floor +$85,159
12 × $775 11 Sep (2d)
$384 cyc · $5,760/mo
93% survhist 96% · T:13%hist 13%
above floor +$86,359
10 × $773 11 Sep (2d)
$560 cyc · $8,400/mo
89% survhist 86% · T:22%hist 26%
above floor +$69,966
11 × $770 11 Sep (2d)
$1,199 cyc · $17,985/mo
79% survhist 83% · T:41%hist 39%
above floor +$73,663
$5,271+$81,559 whole if assigned0.0%
ABOVE WATER   no FIGHT needed; sell normal CCs (cc_scanner owns these writes)
ETHA
Main:1299
50$18.90$17.33 BE+9.1% above BE SS · sell normal CCs via cc_scanner; FIGHT deliberately fetches no chain here
HIMS
Main:1299
15$27.51$17.47 BE+57.5% above BE SS · sell normal CCs via cc_scanner; FIGHT deliberately fetches no chain here
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
COIN-LC500 ↗
Main:1299 · This Fri
25$180.81$350.31
25 × $360 18 Sep (9d)
$25 cyc · $83/mo
99+% survhist 96% · T:0%hist 3%
25 × $197.50 11 Sep (2d)
$1,775 cyc · $26,625/mo
90% survhist 96% · T:20%hist 26%
25 × $202.50 11 Sep (2d)
$1,000 cyc · $15,000/mo
94% survhist 96% · T:12%hist 13%
🎯 21 × $197.50 11 Sep (2d)
$1,491 cyc · $22,365/mo
90% survhist 96% · T:20%hist 26%
24 × $192.50 11 Sep (2d)
$3,024 cyc · $45,360/mo
83% survhist 86% · T:35%hist 31%
$12,888-$319,408 (202.8% IC)93.7%
GLXY ↗ ▼ DOWN -3.6%
Main:1299 · This Fri
25$26.49$34.31
25 × $35 2 Oct (23d)
$675 cyc · $880/mo
90% survhist 96% · T:21%hist 26%
🎯 25 × $29.50 11 Sep (2d)
$175 cyc · $2,625/mo
93% survhist 96% · T:14%hist 13%
22 × $29.50 11 Sep (2d)
$154 cyc · $2,310/mo
93% survhist 96% · T:14%hist 13%
10 × $28 11 Sep (2d)
$230 cyc · $3,450/mo
79% survhist 83% · T:42%hist 39%
20 × $28 11 Sep (2d)
$460 cyc · $6,900/mo
79% survhist 83% · T:42%hist 39%
$4,837-$11,839 (214.3% IC)29.5%
TOTAL (5)88
following every 🎯
$3,232 cyc · $48,480/mo
$1,918 cyc · $17,064/mo$3,034 cyc · $42,710/mo$1,893 cyc · $28,395/mo$2,815 cyc · $42,225/mo$5,756 cyc · $86,340/mo$28,817-$400,369

⏱ TRIPWIRE STATUS, 28 active short call(s)   1 TRIPPED  ·  2 watch  ·  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
DELLRetireInc:72913x $550C 25 Sep 2026 (16d)$555.98$565.44$34.45$28.47TRIPPED ▸🔵 ROLL UP-AND-OUT · the roll pays you why ▸
SPCXNeville:08655x $160C 11 Sep 2026 (2d)$152.06$161.00$0.84$0.84WATCH ▸🟢 HOLD · theta is winning why ▸
METAMain:12993x $665C 20 Nov 2026 (72d)$646.31$687.21$45.83$45.83WATCH ▸🟢 HOLD · theta is winning why ▸
NVDAMain:129910x $232.5C 9 Sep 2026 (0d)$225.40$232.93$0.04$0.04HARVEST ▸🟢 HOLD · theta is winning why ▸
AMZNJoint:17825x $267.5C 11 Sep 2026 (2d)$252.48$268.32$0.14$0.14HARVEST ▸🟢 HOLD · theta is winning why ▸
GOOG-LC300Neville:086515x $345C 11 Sep 2026 (2d)$327.26$345.78$0.22$0.22OK ▸🟢 HOLD · theta is winning why ▸
GOOG-LC340Neville:08655x $345C 11 Sep 2026 (2d)$327.26$345.78$0.22$0.22OK ▸🟢 HOLD · theta is winning why ▸
APPRetireInc:72911x $332.5C 11 Sep 2026 (2d)$309.49$335.00$0.85$0.85OK ▸🟢 HOLD · theta is winning why ▸
GLXYMain:1299100x $30C 11 Sep 2026 (2d)$26.48$30.13$0.16$0.16OK ▸🟢 HOLD · theta is winning why ▸
COPXJoint:178220x $100C 18 Sep 2026 (9d)$95.97$101.31$1.32$1.32OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC45Neville:086520x $60C 18 Sep 2026 (9d)$46.29$60.40$0.22$0.22OK ▸🟢 HOLD · theta is winning why ▸
MU-LC670Joint:17821x $1100C 25 Sep 2026 (16d)$1,007.66$1,125.39$21.30$21.30OK ▸🟢 HOLD · theta is winning why ▸
INTCNeville:08655x $116C 2 Oct 2026 (23d)$103.98$118.98$3.08$3.08OK ▸🟢 HOLD · theta is winning why ▸
COIN-LC165Main:12998x $220C 2 Oct 2026 (23d)$180.87$229.43$3.06$3.06OK ▸🟢 HOLD · theta is winning why ▸
NOWMain:129910x $140C 16 Oct 2026 (37d)$133.79$155.41$6.78$6.78OK ▸🟢 HOLD · theta is winning why ▸
IGVMain:129912x $111C 16 Oct 2026 (37d)$102.79$112.23$1.34$1.34OK ▸🟢 HOLD · theta is winning why ▸
GOOG-LC310Joint:17825x $365C 16 Oct 2026 (37d)$327.26$374.44$3.10$3.10OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC25-1299Main:129920x $55C 16 Oct 2026 (37d)$46.29$55.88$2.50$2.50OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC25-1782Joint:178220x $55C 16 Oct 2026 (37d)$46.29$55.88$2.50$2.50OK ▸🟢 HOLD · theta is winning why ▸
CRWVNeville:08655x $125C 16 Oct 2026 (37d)$99.42$127.58$3.65$3.65OK ▸🟢 HOLD · theta is winning why ▸
SNDKNeville:08651x $1950C 23 Oct 2026 (44d)$1,734.16$2,085.25$115.50$115.50OK ▸🟢 HOLD · theta is winning why ▸
AMDNeville:08652x $580C 23 Oct 2026 (44d)$514.90$593.17$17.23$17.23OK ▸🟢 HOLD · theta is winning why ▸
MU-LC880Main:12995x $1210C 23 Oct 2026 (44d)$1,007.66$1,252.67$34.85$34.85OK ▸🟢 HOLD · theta is winning why ▸
MU-LC970Neville:08652x $1250C 23 Oct 2026 (44d)$1,007.66$1,284.32$28.75$28.75OK ▸🟢 HOLD · theta is winning why ▸
QCOMRetireInc:72915x $220C 20 Nov 2026 (72d)$179.03$224.53$4.80$4.80OK ▸🟢 HOLD · theta is winning why ▸
MSTR-LC125RetireInc:72914x $170C 20 Nov 2026 (72d)$137.95$180.96$9.93$9.93OK ▸🟢 HOLD · theta is winning why ▸
MSTR-LC180Joint:178210x $170C 20 Nov 2026 (72d)$137.95$180.95$9.93$9.93OK ▸🟢 HOLD · theta is winning why ▸
GLDMain:129910x $470C 18 Dec 2026 (100d)$405.01$476.90$5.62$5.62OK ▸🟢 HOLD · theta is winning why ▸

⏸ SKIPPED BY CSV: 8 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$25.02$53.26excluded by CSV (Skip) · 53.0% below BE SS · also tagged: Half Max
BMNR-LC23-1782Joint:1782150$25.02$36.42excluded by CSV (Skip) · 31.3% below BE SS · also tagged: Half Max
BMNR-LC25Main:129950$25.02$65.83excluded by CSV (Skip) · 62.0% below BE SS · also tagged: Half Max [HP_MISSING]
CLSKRetireInc:729125$13.47$20.74excluded by CSV (Skip) · 35.0% below BE SS
ENPHRetireInc:729110$37.61$56.15excluded by CSV (Skip) · 33.0% below BE SS
IBITJoint:178250$44.84$70.58excluded by CSV (Skip) · 36.5% below BE SS [LEAPS_ONLY, NO_HEDGE]
MARA-LC13Main:1299400$11.84$16.75excluded by CSV (Skip) · 29.3% below BE SS [LEAPS_ONLY, NO_HEDGE]
MARA-LC40RetireInc:7291500$11.84$41.04excluded by CSV (Skip) · 71.2% below BE SS [LEAPS_ONLY, NO_HEDGE]
CAPPED: 27 fortress slice(s) with CCs already sold, excluded from FIGHT scope
FortressAcctCtBE SSActive short calls
AMDNeville:08652$489.912x $580C 23 Oct 2026 (44d)
AMZNJoint:17825$267.925x $268C 11 Sep 2026 (2d)
APPRetireInc:72911$588.001x $332C 11 Sep 2026 (2d)
COIN-LC165Main:12998$210.908x $220C 2 Oct 2026 (23d)
COPXJoint:178220$93.4020x $100C 18 Sep 2026 (9d)
CRWVNeville:08655$125.455x $125C 16 Oct 2026 (37d)
DELLRetireInc:72913$398.003x $550C 25 Sep 2026 (16d)
GLDMain:129910$456.0010x $470C 18 Dec 2026 (100d)
GOOG-LC300Neville:086515$373.0015x $345C 11 Sep 2026 (2d) [CC_SPLIT(15x of 20x $345C, merged same-strike fill split by capacity)]
GOOG-LC310Joint:17825$392.505x $365C 16 Oct 2026 (37d) [LEAPS_ONLY, NO_HEDGE]
GOOG-LC340Neville:08655$398.005x $345C 11 Sep 2026 (2d) [CC_SPLIT(5x of 20x $345C, merged same-strike fill split by capacity)]
IGVMain:129912$96.5012x $111C 16 Oct 2026 (37d) [LEAPS_ONLY, NO_HEDGE]
INTCNeville:08655$114.005x $116C 2 Oct 2026 (23d)
IREN-LC25-1299Main:129920$44.0020x $55C 16 Oct 2026 (37d)
IREN-LC25-1782Joint:178220$44.0020x $55C 16 Oct 2026 (37d)
IREN-LC45Neville:086520$56.5020x $60C 18 Sep 2026 (9d)
METAMain:12993$601.503x $665C 20 Nov 2026 (72d)
MSTR-LC125RetireInc:72914$161.004x $170C 20 Nov 2026 (72d)
MSTR-LC180Joint:178210$233.0010x $170C 20 Nov 2026 (72d) [LEAPS_ONLY, NO_HEDGE]
MU-LC670Joint:17821$792.361x $1100C 25 Sep 2026 (16d)
MU-LC880Main:12995$1,028.605x $1210C 23 Oct 2026 (44d)
MU-LC970Neville:08652$1,220.002x $1250C 23 Oct 2026 (44d)
NOWMain:129910$108.9310x $140C 16 Oct 2026 (37d)
NVDAMain:129910$264.8010x $232C 9 Sep 2026 (0d)
QCOMRetireInc:72915$224.005x $220C 20 Nov 2026 (72d)
SNDKNeville:08651$1,620.001x $1950C 23 Oct 2026 (44d)
SPCXNeville:08655$186.005x $160C 11 Sep 2026 (2d)

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

📏 CALIBRATION: 2590 of 2698 predictions resolved since 2026-07-02, is the model honest?
Predicted survivalNAvg predictedRealized OTM rateGap
0-60%18056%63%+7pp
60-70%36264%62%-3pp
70-80%46076%82%+6pp
80-90%60085%84%-0pp
90-100%98894%95%+1pp

Touch odds: predicted 38% avg vs realized 34% touch rate over 2590 resolved (daily highs, exact intraday touch).

Regime spread: per expiry week, realized/predicted touch ranged 0.51x (W29) to 1.59x (W34) over 9 graded weeks; last week 0.93x. Every hist pill on this page carries this range in its tooltip.

🚪 Roll actuals vs playbook: 161 real buyback(s) recorded · 83 roll(s), net +$0.59/sh avg.

💸 What a touch actually costs, over 83 real rolls: buyback $6.77/sh, replacement credit financed 109% of it, leaving a net CREDIT of $0.59/sh (58 of 83 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  |  2026-09-09 21:47