FORTRESS FIGHT: QCOM @ $148.64

BE SS: $224.00  |  CC-SS: $228.76  |  5 contracts (500 sh) |  ⌂ PORTFOLIO

GENERATED2026-07-30 21:39

QCOM @ $148.64   UNDERWATER $75.36 (33.6% below BE SS)

5 contracts (500 sh)  |  BE SS: $224.00  |  CC-SS: $228.76 (banked floor $227.53)  |  IV: HIGH  |  Accounts: RetireInc:7291

LC: $190 exp 2028-01-21 (entry $88.967/sh)
SP: $210 exp 2028-01-21 (entry $55.902/sh)
HP: $90 exp 2026-09-18 (entry $0.897/sh)

Economics

Max Loss$77,000(ND $34.00 + SW $120) x 500
Normal income ref$6,900/mo95% ann ROI on ML
Hedge rolling cost$267/mo
Unrealized P&L$-41,810fortress legs from IBKR
INCOME GOALPOSTS & VELOCITY
50% INCOME FLOOR
$3,450/mo
HEDGE COVER
$267/mo
NORMAL INCOME
$6,900/mo (ATM CC, chain)
IC VELOCITY
2.5 mo to earn back $17,000
ML VELOCITY
11.2 mo to earn back $77,000
Deep drawdown confirmed: a CC at CC-SS $228.76 (probe: $220C 15d) brings only $100/mo (<20% of normal), so FIGHT below it is warranted.
🏦 CAMPAIGN LEDGER , realized CC income since 2026-07-02; banked cash shrinks the hole (shown as an info-only banked floor, the recommended CC-SS stays the pure recovery strike; seeded from open positions, reconciled from IBKR executions nightly)
Banked since 2026-07-02
$644
Hole (after banked)
$41,166
was $41,810 · 2% earned back
Cycles closed
9
Credit in flight
$1,535
CC-SS · banked floor (info)
$228.76 → $227.53
? 1 leg(s) closed as UNKNOWN (vanished with no fill in window): banked $0, conservative. Fix campaign.json by hand if wrong.
Open legAcctCredit/shIn flightOpened
5x $207.5C 7 Aug 2026U18827291$3.07$1,5352026-07-22
TECHNICALS (cc_timing weekly gate + daily trigger)
WEEKLYNEUTRAL · %B 31 (live) · RSI 43 · MACD bearish, hist falling
DAILYFALLING (provisional) · RSI 26 · %B -1 · hist falling (nightly)
LEVELSUpper BB (CC ceiling) $255.96 (+72%) · daily UBB $197.10 · 1-wk expected move ±$12 (chain IV)
SETUPNo tilt: engine default. (advisory; floors and picks are chain-only)
⚠ Next earnings 2026-11-04: candidates whose expiry crosses it are flagged in the spectrum; EV is unreliable across earnings.
INTERPRETATION
Primary: 4 contracts at $160 / 8d. This is the safest strike (survival 81%, breach 19%) that still earns 50% of normal income ($3,450/mo); it brings $3,540/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 5 × $155/8d for $7,031/mo, but breach risk rises to 30% (+11pp 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 × $190/8d (98% survival, $319/mo).
Downside anchor: the primary mortgages $26,562 (156% of IC) ONLY on a full V-bounce all the way to SS $224, recoverable in 3.8 months of normal income. That is the rare tail; the frequent case is the strike holding. Surgical close on the 4 contracts realizes $-33,530 and cuts bleed by $214/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 · 7 Aug 2026 (8d) · sell 4 × $160, 81% survival, $3,540/mo (E[net] $832/mo).
This week's Friday is inside the pin/gamma window, so only the next weekly is shown.
TrackExpirySellSurvivalIncome/moE[net]/mo
NEXT FRIDAY 🏆7 Aug 2026 · 8d4 × $16081%$3,540$832
E[net] arithmetic on the grand pick: keep $944 with probability 71%; on the 29% touch you roll, paying $2,319 to close and taking $764 back from the best priced door (net cash $1,555) and parking about one cycle of income. Charging the FULL buyback with no door credit (the pre-2026-07-25 model) contradicted the campaign simulation, which prices the same event as a cash-neutral even roll.

📅 NEXT FRIDAY · 7 Aug 2026 · 8d · E[net] $832/mo 🏆 GRAND PICK

🎯 Engine pick: sell 4 × $160 (50% normal), 81% survival, breach 19%, $3,540/mo.
The pick is already past the ~80% (≈1σ) comfort line, so take the income. Stepping out to the $165 rung (33% normal) lifts survival to 89% (breach 19% → 11%) for $709/mo less (20% income) buys safety you do not really need here.
QCOM  spot $148.64 · click a rung to expand its decision panel
RungSellExpiryDTEOTMSurvivalTouch oddsFIGHT edgePer cycleIncome/moΔ vs pickCap give-up
cover hedge5 × $1907 Aug8d27.8%98%hist 100%4%hist 1%+0pp$85$319-$3,221$19,297
Sell 5 × $190 27.8% OTM over spot $148.64 7 Aug 2026 (8d, $0.21 mid)
= $85 credit for the 8d cycle → $319/mo projected
Survival (stays ≤ $190)
98%
Breach risk
2%
POP (stays ≤ $190.21)
98%
EV / mo
+$230
📈 CAMPAIGN OUTLOOK (400 simulated futures, this rung on repeat for 9 months, no directional opinion)
FIGHT'S EDGE
+0pp
43% whole by 9mo vs 43% doing nothing
FIRE DRILLS
~0.2/quarter
challenges to roll; realized tends lower (calibration)
BANKED RATE WHILE FIGHTING
$-8/mo
median; plan ~$-5/mo after 68% keep · $-38 banked by campaign end (selling stops once whole)
green: with FIGHT · grey: without
if it recovers, the typical trip is ~2.6 mo [1.6-4.6], measured ONLY among the 43% of futures that got whole
🛡 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)
0%
Flat exit net (mid-life)
-$3,357
Free roll-up
none
Safest escape (by 21 Aug 2026)
$194 @ 71% POP
60% 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 4 of 8); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $9.73/sh now → $6.88 mid-life → ≈ $0 at expiry  |  you banked $0.17/sh, so a flat mid-life exit nets -$6.71/sh  |  roll rows are incremental, the banked premium stays yours
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)~$19014 Aug 202611d left-$0.74/sh-$372
cycle -$287
66%
surv 52%
-$20,156 NOT
cap gain +$21,654
Max even-money escape in the band~$19121 Aug 202618d left+$0.97/sh+$484
cycle +$569
69%
surv 55%
-$18,578 NOT
cap gain +$23,232
SS $224 not reachable for even money within 45d; this is the ceiling of the free ladder
Safety roll (pay small debit, max POP)~$19421 Aug 202618d left-$0.10/sh-$49
cycle +$36
71%
surv 60%
-$17,785 NOT
cap gain +$24,025
budget: banked $85 debit $49 (58% used ≈ 0.7 wk of income) → whole cycle still +$36 cash · rolled 5 ct earn ≈ $5,655/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 -0.4 vol pt per +1% move (equity skew: vol eases as spot rises; buyback shift floored at 0). 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$319/mo
vs 50% target ($3,450/mo)-91%
vs normal income ($6,900/mo)5% covered
Net income (after hedge)$52/mo
Downside budget
⚠ $190 is $39 below CC-SS $228.76: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$19,297
… as % of IC ($17,000)113.5%
… as % of ML ($77,000)25.1%
Recovery months (at normal income)2.8 mo
Surgical close (5 ct)$-41,828
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.04/sh (~25% of the $0.17 collected) or spot ≥ $190.21 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $190)); NOT the premium you collected. Momentum override: two daily closes above $197.10 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $188.10Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$188-190.21
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
≥ $190.21
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 1.06 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$190.00 (3.2σ)$85$-19,784+$22,026+$35
+2.5%$194.75 (3.5σ)$-2,290$-19,639+$22,171-$2,340
+5%$199.50 (3.9σ)$-4,665$-19,494+$22,316-$4,715
SS (= V-bounce)$224.00 (5.8σ)$-16,915$-18,747+$23,063-$14,965
V-BOUNCE STRESS (stock → CC-SS $228.76, where you are whole again, by expiry)
Starting unrealized P&L: $-41,810
+ Fortress recovery (un-capped): +$42,506
− CC assignment net of premium (5 × $190): -$19,297
Total Position P&L @ SS: $-18,601 (+$23,209 vs today)
Do-nothing baseline at SS: $-3,636 (this trade vs do-nothing: $-14,965, the opportunity cost of earning $319/mo FIGHT income now)
🛡 safe yield5 × $167.507 Aug8d12.7%92%hist 100%17%hist 5%+6pp$545$2,044-$1,496$30,087
Sell 5 × $167.50 12.7% OTM over spot $148.64 7 Aug 2026 (8d, $1.27 mid)
= $545 credit for the 8d cycle → $2,044/mo projected
Survival (stays ≤ $167.50)
92%
Breach risk
8%
POP (stays ≤ $168.78)
93%
EV / mo
+$1,521
📈 CAMPAIGN OUTLOOK (400 simulated futures, this rung on repeat for 9 months, no directional opinion)
FIGHT'S EDGE
+6pp
37% whole by 9mo vs 31% doing nothing
FIRE DRILLS
~1.1/quarter
challenges to roll; realized tends lower (calibration)
BANKED RATE WHILE FIGHTING
$1,173/mo
median; plan ~$798/mo after 68% keep · $8,825 banked by campaign end (selling stops once whole)
green: with FIGHT · grey: without
if it recovers, the typical trip is ~4.1 mo [2.6-5.6], measured ONLY among the 37% of futures that got whole
🛡 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)
11%
Flat exit net (mid-life)
-$2,489
Free roll-up
none
Safest escape (by 21 Aug 2026)
$174 @ 74% POP
64% 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 4 of 8); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $8.58/sh now → $6.07 mid-life (likely $4.85–$8.55)≈ $0 at expiry  |  you banked $1.09/sh, so a flat mid-life exit nets -$4.98/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 331 simulated challenges: the $168 strike is typically first touched on day 6 of 8, at $170 (overshoots $2.88). 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
Max even-money escape in the band~$17121 Aug 202618d left+$0.66/sh+$329
cycle +$874
[-$205…+$918] · 66% credit
71%
surv 60%
-$28,883 NOT
cap gain +$12,927
SS $224 not reachable for even money within 45d; this is the ceiling of the free ladder
Roll out (same strike, buy time)~$16814 Aug 202611d left+$0.02/sh+$11
cycle +$556
[-$452…+$577] · 50% credit
66%
surv 52%
-$31,249 NOT
cap gain +$10,561
Safety roll (pay small debit, max POP)~$17421 Aug 202618d left-$0.29/sh-$147
cycle +$398
[-$762…+$402] · 40% credit
74%
surv 64%
-$28,032 NOT
cap gain +$13,778
budget: banked $545 debit $147 (27% used ≈ 0.3 wk of income) → whole cycle still +$398 cash · rolled 5 ct earn ≈ $4,813/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 -0.4 vol pt per +1% move (equity skew: vol eases as spot rises; buyback shift floored at 0). 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$2,044/mo
vs 50% target ($3,450/mo)-41%
vs normal income ($6,900/mo)30% covered
Net income (after hedge)$1,777/mo
Downside budget
⚠ $167.50 is $61 below CC-SS $228.76: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$30,087
… as % of IC ($17,000)177.0%
… as % of ML ($77,000)39.1%
Recovery months (at normal income)4.4 mo
Surgical close (5 ct)$-41,902
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.27/sh (~25% of the $1.09 collected) or spot ≥ $168.78 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $168)); NOT the premium you collected. Momentum override: two daily closes above $197.10 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $165.82Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$166-168.78
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
≥ $168.78
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 1.06 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$167.50 (1.4σ)$545$-31,260+$10,550+$495
+2.5%$171.69 (1.8σ)$-1,549$-31,132+$10,678-$1,599
+5%$175.88 (2.1σ)$-3,642$-31,004+$10,806-$3,692
SS (= V-bounce)$224.00 (5.8σ)$-27,705$-29,537+$12,273-$25,755
V-BOUNCE STRESS (stock → CC-SS $228.76, where you are whole again, by expiry)
Starting unrealized P&L: $-41,810
+ Fortress recovery (un-capped): +$42,506
− CC assignment net of premium (5 × $167.50): -$30,087
Total Position P&L @ SS: $-29,391 (+$12,419 vs today)
Do-nothing baseline at SS: $-3,636 (this trade vs do-nothing: $-25,755, the opportunity cost of earning $2,044/mo FIGHT income now)
33% normal5 × $1657 Aug8d11.0%89%hist 99%22%hist 13%+9pp$755$2,831-$709$31,127
Sell 5 × $165 11.0% OTM over spot $148.64 7 Aug 2026 (8d, $1.64 mid)
= $755 credit for the 8d cycle → $2,831/mo projected
Survival (stays ≤ $165)
89%
Breach risk
11%
POP (stays ≤ $166.63)
91%
EV / mo
+$2,013
📈 CAMPAIGN OUTLOOK (400 simulated futures, this rung on repeat for 9 months, no directional opinion)
FIGHT'S EDGE
+9pp
37% whole by 9mo vs 28% doing nothing
FIRE DRILLS
~1.4/quarter
challenges to roll; realized tends lower (calibration)
BANKED RATE WHILE FIGHTING
$1,595/mo
median; plan ~$1,085/mo after 68% keep · $12,070 banked by campaign end (selling stops once whole)
green: with FIGHT · grey: without
if it recovers, the typical trip is ~3.8 mo [2.1-5.7], measured ONLY among the 37% of futures that got whole
🛡 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)
16%
Flat exit net (mid-life)
-$2,234
Free roll-up
+$1/wk
Safest escape (by 21 Aug 2026)
$174 @ 76% POP
69% 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 4 of 8); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $8.45/sh now → $5.98 mid-life (likely $5.23–$8.78)≈ $0 at expiry  |  you banked $1.51/sh, so a flat mid-life exit nets -$4.47/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 475 simulated challenges: the $165 strike is typically first touched on day 5 of 8, at $168 (overshoots $2.83). 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
Max even-money escape in the band~$16921 Aug 202618d left+$0.73/sh+$363
cycle +$1,118
[-$245…+$842] · 65% credit
71%
surv 60%
-$29,965 NOT
cap gain +$11,845
SS $224 not reachable for even money within 45d; this is the ceiling of the free ladder
Roll out (same strike, buy time)~$16514 Aug 202611d left+$0.10/sh+$48
cycle +$803
[-$476…+$520] · 49% credit
67%
surv 52%
-$32,328 NOT
cap gain +$9,482
Up-and-out for even (raise the cap, free)~$16614 Aug 202611d left+$0.01/sh+$6
cycle +$761
[-$502…+$439] · 45% credit
69%
surv 55%
-$31,648 NOT
cap gain +$10,162
Safety roll (pay small debit, max POP)~$17421 Aug 202618d left-$1.11/sh-$555
cycle +$200
[-$1,317…-$169] · 21% credit
76%
surv 69%
-$28,230 NOT
cap gain +$13,580
budget: banked $755 debit $555 (73% used ≈ 0.9 wk of income) → whole cycle still +$200 cash · rolled 5 ct earn ≈ $4,058/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 -0.4 vol pt per +1% move (equity skew: vol eases as spot rises; buyback shift floored at 0). 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$2,831/mo
vs 50% target ($3,450/mo)-18%
vs normal income ($6,900/mo)41% covered
Net income (after hedge)$2,564/mo
Downside budget
⚠ $165 is $64 below CC-SS $228.76: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$31,127
… as % of IC ($17,000)183.1%
… as % of ML ($77,000)40.4%
Recovery months (at normal income)4.5 mo
Surgical close (5 ct)$-41,872
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.38/sh (~25% of the $1.51 collected) or spot ≥ $166.63 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $165)); NOT the premium you collected. Momentum override: two daily closes above $197.10 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $163.35Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$163-166.63
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
≥ $166.63
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 1.06 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$165.00 (1.2σ)$755$-32,376+$9,434+$705
+2.5%$169.12 (1.6σ)$-1,307$-32,250+$9,560-$1,357
+5%$173.25 (1.9σ)$-3,370$-32,124+$9,686-$3,420
SS (= V-bounce)$224.00 (5.8σ)$-28,745$-30,577+$11,233-$26,795
V-BOUNCE STRESS (stock → CC-SS $228.76, where you are whole again, by expiry)
Starting unrealized P&L: $-41,810
+ Fortress recovery (un-capped): +$42,506
− CC assignment net of premium (5 × $165): -$31,127
Total Position P&L @ SS: $-30,431 (+$11,379 vs today)
Do-nothing baseline at SS: $-3,636 (this trade vs do-nothing: $-26,795, the opportunity cost of earning $2,831/mo FIGHT income now)
🎯 50% normal4 × $1607 Aug8d7.6%81%hist 99%39%hist 18%+10pp$944$3,540$26,562
Sell 4 × $160 7.6% OTM over spot $148.64 7 Aug 2026 (8d, $2.56 mid)
= $944 credit for the 8d cycle → $3,540/mo projected
Survival (stays ≤ $160)
81%
Breach risk
19%
POP (stays ≤ $162.56)
86%
EV / mo
+$2,048
📈 CAMPAIGN OUTLOOK (400 simulated futures, this rung on repeat for 9 months, no directional opinion)
FIGHT'S EDGE
+10pp
34% whole by 9mo vs 24% doing nothing
FIRE DRILLS
~2.8/quarter
challenges to roll; realized tends lower (calibration)
BANKED RATE WHILE FIGHTING
$1,617/mo
median; plan ~$1,099/mo after 68% keep · $12,884 banked by campaign end (selling stops once whole)
green: with FIGHT · grey: without
if it recovers, the typical trip is ~4.1 mo [2.4-6.5], measured ONLY among the 34% of futures that got whole
🛡 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)
29%
Flat exit net (mid-life)
-$1,375
Free roll-up
+$1/wk
Safest escape (by 21 Aug 2026)
$171 @ 79% POP
73% 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 4 of 8); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $8.20/sh now → $5.80 mid-life (likely $5.85–$9.15)≈ $0 at expiry  |  you banked $2.36/sh, so a flat mid-life exit nets -$3.44/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 867 simulated challenges: the $160 strike is typically first touched on day 5 of 8, at $163 (overshoots $2.97). 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
Reliable up-and-out (highest cap still free ≥60%)~$16121 Aug 202618d left+$1.91/sh+$764
cycle +$1,708
[+$183…+$931] · 83% credit
69%
surv 55%
-$33,344 NOT
cap gain +$8,466
Max even-money escape in the band~$16421 Aug 202618d left+$0.85/sh+$341
cycle +$1,285
[-$301…+$472] · 53% credit
72%
surv 60%
-$32,440 NOT
cap gain +$9,370
SS $224 not reachable for even money within 45d; this is the ceiling of the free ladder
Roll out (same strike, buy time)~$16014 Aug 202611d left+$0.24/sh+$95
cycle +$1,039
[-$473…+$233] · 38% credit
67%
surv 52%
-$34,735 NOT
cap gain +$7,075
Up-and-out for even (raise the cap, free)~$16114 Aug 202611d left+$0.15/sh+$60
cycle +$1,004
[-$483…+$182] · 36% credit
69%
surv 55%
-$34,048 NOT
cap gain +$7,762
Safety roll (pay small debit, max POP)~$17121 Aug 202618d left-$1.71/sh-$683
cycle +$261
[-$1,526…-$652] · 7% credit
79%
surv 73%
-$29,486 NOT
cap gain +$12,324
budget: banked $944 debit $683 (72% used ≈ 0.8 wk of income) → whole cycle still +$261 cash · rolled 4 ct earn ≈ $2,727/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 -0.4 vol pt per +1% move (equity skew: vol eases as spot rises; buyback shift floored at 0). 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$3,540/mo
vs 50% target ($3,450/mo)+3%
vs normal income ($6,900/mo)51% covered
Net income (after hedge)$3,293/mo
Downside budget
⚠ $160 is $69 below CC-SS $228.76: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$26,562
… as % of IC ($17,000)156.2%
… as % of ML ($77,000)34.5%
Recovery months (at normal income)3.8 mo
Surgical close (4 ct)$-33,530
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.59/sh (~25% of the $2.36 collected) or spot ≥ $162.56 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $160)); NOT the premium you collected. Momentum override: two daily closes above $197.10 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $158.40Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$158-162.56
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
≥ $162.56
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 1.06 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$160.00 (≤1σ, normal week)$944$-34,830+$6,980+$904
+2.5%$164.00 (1.2σ)$-656$-34,308+$7,502-$696
+5%$168.00 (1.5σ)$-2,256$-33,786+$8,024-$2,296
SS (= V-bounce)$224.00 (5.8σ)$-24,656$-26,878+$14,932-$23,096
V-BOUNCE STRESS (stock → CC-SS $228.76, where you are whole again, by expiry)
Starting unrealized P&L: $-41,810
+ Fortress recovery (un-capped): +$42,506
− CC assignment net of premium (4 × $160): -$26,562
− Conservative CC assignment net of premium (1 × $220): -$866
Total Position P&L @ SS: $-26,732 (+$15,078 vs today)
Do-nothing baseline at SS: $-3,636 (this trade vs do-nothing: $-23,096, the opportunity cost of earning $3,540/mo FIGHT income now)
100% normal5 × $1557 Aug8d4.3%70%hist 80%62%hist 51%+15pp$1,875$7,031+$3,491$35,007
Sell 5 × $155 4.3% OTM over spot $148.64 7 Aug 2026 (8d, $4.15 mid)
= $1,875 credit for the 8d cycle → $7,031/mo projected
Survival (stays ≤ $155)
70%
Breach risk
30%
POP (stays ≤ $159.15)
79%
EV / mo
+$3,189
📈 CAMPAIGN OUTLOOK (400 simulated futures, this rung on repeat for 9 months, no directional opinion)
FIGHT'S EDGE
+15pp
47% whole by 9mo vs 32% doing nothing
FIRE DRILLS
~5.0/quarter
challenges to roll; realized tends lower (calibration)
BANKED RATE WHILE FIGHTING
$2,490/mo
median; plan ~$1,693/mo after 68% keep · $18,745 banked by campaign end (selling stops once whole)
green: with FIGHT · grey: without
if it recovers, the typical trip is ~3.9 mo [2.3-6.1], measured ONLY among the 47% of futures that got whole
🛡 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)
49%
Flat exit net (mid-life)
-$933
Free roll-up
+$1/wk
Safest escape (by 21 Aug 2026)
$176 @ 88% POP
86% 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 4 of 8); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $7.94/sh now → $5.62 mid-life (likely $6.63–$9.71)≈ $0 at expiry  |  you banked $3.75/sh, so a flat mid-life exit nets -$1.87/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 1,463 simulated challenges: the $155 strike is typically first touched on day 3 of 8, at $158 (overshoots $2.85). 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
Reliable up-and-out (highest cap still free ≥60%)~$15621 Aug 202618d left+$2.02/sh+$1,012
cycle +$2,887
[+$93…+$836] · 80% credit
69%
surv 55%
-$34,828 NOT
cap gain +$6,982
Roll out (same strike, buy time)~$15514 Aug 202611d left+$0.37/sh+$185
cycle +$2,060
[-$708…-$3] · 25% credit
67%
surv 52%
-$36,376 NOT
cap gain +$5,434
Up-and-out for even (raise the cap, free)~$15614 Aug 202611d left+$0.28/sh+$139
cycle +$2,014
[-$710…-$48] · 23% credit
69%
surv 55%
-$35,700 NOT
cap gain +$6,110
Max even-money escape in the band~$16121 Aug 202618d left+$0.03/sh+$13
cycle +$1,888
[-$1,072…-$241] · 16% credit
74%
surv 65%
-$33,174 NOT
cap gain +$8,636
SS $224 not reachable for even money within 45d; this is the ceiling of the free ladder
Safety roll (pay small debit, max POP)~$17621 Aug 202618d left-$3.67/sh-$1,837
cycle +$38
[-$3,394…-$2,238]
88%
surv 86%
-$27,067 NOT
cap gain +$14,743
budget: banked $1,875 debit $1,837 (98% used ≈ 1.1 wk of income) → whole cycle still +$38 cash · rolled 5 ct earn ≈ $1,618/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 -0.4 vol pt per +1% move (equity skew: vol eases as spot rises; buyback shift floored at 0). 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$7,031/mo
vs 50% target ($3,450/mo)+104%
vs normal income ($6,900/mo)102% covered
Net income (after hedge)$6,764/mo
Downside budget
⚠ $155 is $74 below CC-SS $228.76: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$35,007
… as % of IC ($17,000)205.9%
… as % of ML ($77,000)45.5%
Recovery months (at normal income)5.1 mo
Surgical close (5 ct)$-42,010
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.94/sh (~25% of the $3.75 collected) or spot ≥ $159.15 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $155)); NOT the premium you collected. Momentum override: two daily closes above $197.10 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $153.45Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$153-159.15
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
≥ $159.15
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 1.06 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$155.00 (≤1σ, normal week)$1,875$-36,561+$5,249+$1,825
+2.5%$158.88 (≤1σ, normal week)$-62$-36,443+$5,367-$112
+5%$162.75 (1.1σ)$-2,000$-36,325+$5,485-$2,050
SS (= V-bounce)$224.00 (5.8σ)$-32,625$-34,457+$7,353-$30,675
V-BOUNCE STRESS (stock → CC-SS $228.76, where you are whole again, by expiry)
Starting unrealized P&L: $-41,810
+ Fortress recovery (un-capped): +$42,506
− CC assignment net of premium (5 × $155): -$35,007
Total Position P&L @ SS: $-34,311 (+$7,499 vs today)
Do-nothing baseline at SS: $-3,636 (this trade vs do-nothing: $-30,675, the opportunity cost of earning $7,031/mo FIGHT income now)
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 QCOM are the tiebreakers.
⚔ FIGHT CC options · full candidate scan (14 clear the floor), click to expand

Every eligible strike x expiry in the 4-45 DTE band (3 expiries scanned, 14 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: 1.061 (IBKR)  |  Recovery@SS: +$42,506 (un-capped fortress gain if stock rallies to SS)  |  Do-nothing @ SS: $-3,636

StrikeDTEExpiryBidSellIncome/moNet/moSurvivalPOP (mid)EV/moCap Give-up @ CC-SS%ICTotal P&L @ SS
$1608d7 Aug 2026$2.364/5$3,540$3,29381%86%+$2,048-$26,562156.2%$-26,732 (vs do-nothing $-23,096)
$157.508d7 Aug 2026$3.004/5$4,500$4,25376%83%+$2,331-$27,306160.6%$-27,476 (vs do-nothing $-23,840)
$16015d14 Aug 2026$3.455/5$3,450$3,18374%80%+$1,135-$32,657192.1%$-31,961 (vs do-nothing $-28,325)
$157.5015d14 Aug 2026$4.155/5$4,150$3,88370%78%+$1,270-$33,557197.4%$-32,861 (vs do-nothing $-29,225)
$1558d7 Aug 2026$3.753/5$4,219$3,99270%79%+$1,914-$21,004123.6%$-22,041 (vs do-nothing $-18,405)
$157.5022d21 Aug 2026$5.505/5$3,750$3,48368%77%+$1,049-$32,882193.4%$-32,186 (vs do-nothing $-28,550)
$15515d14 Aug 2026$4.954/5$3,960$3,71366%76%+$1,099-$27,526161.9%$-27,696 (vs do-nothing $-24,060)
$15522d21 Aug 2026$6.404/5$3,491$3,24464%74%+$892-$26,946158.5%$-27,116 (vs do-nothing $-23,480)
$152.508d7 Aug 2026$4.652/5$3,488$3,28063%76%+$1,364-$14,32384.3%$-16,226 (vs do-nothing $-12,590)
$152.5015d14 Aug 2026$5.853/5$3,510$3,28361%73%+$856-$21,124124.3%$-22,161 (vs do-nothing $-18,525)
$152.5022d21 Aug 2026$7.354/5$4,009$3,76260%72%+$906-$27,566162.2%$-27,736 (vs do-nothing $-24,100)
$1508d7 Aug 2026$5.652/5$4,238$4,03056%73%+$1,375-$14,62386.0%$-16,526 (vs do-nothing $-12,890)
$15015d14 Aug 2026$6.903/5$4,140$3,91355%71%+$877-$21,559126.8%$-22,596 (vs do-nothing $-18,960)
Show 1 more candidates (lower strikes: more income, lower survival)
StrikeDTEExpiryBidSellIncome/moNet/moSurvivalPOP (mid)EV/moCap Give-up @ CC-SS%ICTotal P&L @ SS
$15022d21 Aug 2026$8.404/5$4,582$4,33555%70%+$906-$28,146165.6%$-28,316 (vs do-nothing $-24,680)

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%). Survival, POP and touch use vol x 1.00 (raw implied: the VRP haircut is applied to the premium edge but NOT to risk, because understating the edge costs opportunity while understating breach odds costs capital; the risk-side haircut arms only from the graded ledger). 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 v6.3  |  2026-07-30 21:39