FORTRESS FIGHT: RIOT @ $21.93

BE SS: $23.65  |  CC-SS: $21.93  |  50 contracts (5,000 sh)  |  2026-07-09 21:37 |  ⌂ PORTFOLIO

RIOT @ $21.93   UNDERWATER $1.72 (7.3% below BE SS)

50 contracts (5,000 sh)  |  BE SS: $23.65  |  CC-SS: $21.93  |  IV: HIGH  |  Accounts: Joint:1782

LC: $17 exp 2027-01-15 (entry $3.213/sh)
SP: $40 exp 2027-01-15 (entry $25.962/sh)
HP: $17 exp 2027-01-15 (entry $5.869/sh)

Economics

Max Loss$30,601(ND $-16.88 + SW $23) x 5000
Normal income ref$12,900/mo95% ann ROI on ML
Hedge rolling cost$2,447/mo
Unrealized P&L$7,300fortress legs from IBKR
INCOME GOALPOSTS & VELOCITY
50% INCOME FLOOR
$6,450/mo
HEDGE COVER
$2,447/mo
NORMAL INCOME
$12,900/mo (ATM CC, chain)
IC VELOCITY
0.0 mo to earn back $0
ML VELOCITY
2.4 mo to earn back $30,601
NOT a deep drawdown: a CC at CC-SS $21.93 (probe: $22C 15d) still earns $12,900/mo (100% of normal). Sell the normal CC at/above CC-SS; a FIGHT CC below it is not needed here.
🏦 CAMPAIGN LEDGER , realized CC income since 2026-07-02; banked cash shrinks the hole, so CC-SS ratchets down (seeded from open positions, reconciled from IBKR executions nightly)
Banked since 2026-07-02
$500
Hole (after banked)
$0
Cycles closed
1
Credit in flight
$0
TECHNICALS (cc_timing weekly gate + daily trigger)
WEEKLYNEUTRAL · %B 58 (live) · RSI 53 · MACD bullish, hist falling
DAILYFALLING (provisional) · RSI 37 · %B 15 · hist rising (nightly)
LEVELSUpper BB (CC ceiling) $30.90 (+41%) · daily UBB $31.19 · 1-wk expected move ±$3 (chain IV)
SETUPNo tilt: engine default. (advisory; floors and picks are chain-only)
⚠ Next earnings 2026-07-31: candidates whose expiry crosses it are flagged in the spectrum; EV is unreliable across earnings.
INTERPRETATION
Primary: 35 contracts at $23.50 / 8d. This is the safest strike (survival 72%, breach 28%) that still earns 50% of normal income ($6,450/mo); it brings $6,562/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 46 × $22.50/8d for $12,938/mo, but breach risk rises to 40% (+12pp vs the primary). The lower strike is hit by a smaller bounce.
More safety, less income: for just the hedge you can sit at 35 × $25.50/8d (87% survival, $2,494/mo).
Downside anchor: the primary mortgages $0 (0% of IC) ONLY on a full V-bounce all the way to SS $24, recoverable in 0.0 months of normal income. That is the rare tail; the frequent case is the strike holding. Surgical close on the 35 contracts realizes $4,707 and cuts bleed by $1,713/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 50 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 · 17 Jul 2026 (8d) · sell 35 × $23.50, 72% survival, $6,562/mo (E[net] $1,561/mo).
This week's Friday is inside the pin/gamma window, so only the next weekly is shown.
TrackExpirySellSurvivalIncome/moE[net]/mo
NEXT FRIDAY 🏆17 Jul 2026 · 8d35 × $23.5072%$6,562$1,561

📅 NEXT FRIDAY · 17 Jul 2026 · 8d · E[net] $1,561/mo 🏆 GRAND PICK

🎯 Engine pick: sell 35 × $23.50 (primary), 72% survival, breach 28%, $6,562/mo.
⚖️ Worth a safer step: the $25 rung (33% normal) lifts survival to 85% (breach 28% → 15%) for $2,243/mo less (34% income), and it still covers your hedge. The pick sits below the ~80% (≈1σ) comfort line; on a drawdown you are nursing back, dodging the frequent breach usually beats the extra premium. Lean: the safer $25 rung, unless you need the income to cover the hedge bleed, or you expect RIOT to stay flat-to-down near term.
RIOT  spot $21.93 · click a rung to expand its decision panel
RungSellExpiryDTEOTMSurvivalTouch oddsPer cycleIncome/moΔ vs pickCap give-up
cover hedge35 × $25.5017 Jul8d16.3%87%26%$665$2,494-$4,069$0
Sell 35 × $25.50 16.3% OTM over spot $21.93 17 Jul 2026 (8d, $0.29 mid)
= $665 credit for the 8d cycle → $2,494/mo projected
Survival (stays ≤ $25.50)
87%
Breach risk
13%
POP (stays ≤ $25.79)
89%
EV / mo
+$689
🛡 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)
17%
Flat exit net (mid-life)
-$2,720
Free roll-up
+$1/wk
Safest escape (by 24 Jul 2026)
$27 @ 73% POP
67% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 35 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: $1.37/sh now → $0.97 mid-life (likely $0.86–$1.45)≈ $0 at expiry  |  you banked $0.19/sh, so a flat mid-life exit nets -$0.78/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 509 simulated challenges: the $26 strike is typically first touched on day 5 of 8, at $26 (overshoots $0.68). 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 (35 ct)POP / surv
of new CC
Roll out (same strike, buy time)~$2624 Jul 202611d left+$0.47/sh+$1,653
cycle +$2,318
[+$1,382…+$2,156] · 100% credit
66%
surv 54%
Reliable up-and-out (highest cap still free ≥60%)~$2624 Jul 202611d left+$0.23/sh+$797
cycle +$1,462
[+$402…+$1,269] · 92% credit
68%
surv 58%
Up-and-out for even (raise the cap, free)~$2724 Jul 202611d left+$0.06/sh+$225
cycle +$890
[-$247…+$629] · 56% credit
71%
surv 63%
Max even-money escape in the band~$2724 Jul 202611d left+$0.06/sh+$225
cycle +$890
[-$247…+$629] · 56% credit
71%
surv 63%
Safety roll (pay small debit, max POP)~$2724 Jul 202611d left-$0.06/sh-$202
cycle +$463
[-$748…+$164] · 31% credit
73%
surv 67%
budget: banked $665 debit $202 (30% used ≈ 0.4 wk of income) → whole cycle still +$463 cash · rolled 35 ct earn ≈ $8,681/mo while parked; 15 ct free to re-sell
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 +0.5 vol pt per +1% move (spike-vol name: vol expands on a fast move, richer buyback). 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$2,494/mo
vs 50% target ($6,450/mo)-61%
vs normal income ($12,900/mo)19% covered
Net income (after hedge)$2,476/mo
Downside budget
✓ $25.50 is at/above CC-SS $21.93: assignment is break-even or better.
Cap give-up @ CC-SS (V-bounce)-$0
… as % of IC ($0)0.0%
… as % of ML ($30,601)0.0%
Recovery months (at normal income)0.0 mo
Surgical close (35 ct)$4,760
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.05/sh (~25% of the $0.19 collected) or spot ≥ $25.79 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $26)); NOT the premium you collected. Momentum override: two daily closes above $31.19 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $25.25Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$25-25.79
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
≥ $25.79
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 1.28 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$25.50 (1.2σ)$665$28,992+$21,692+$4,830
+2.5%$26.14 (1.4σ)$-1,566$29,878+$22,578+$4,830
+5%$26.78 (1.6σ)$-3,798$30,765+$23,465+$4,830
V-BOUNCE STRESS (stock → CC-SS $21.93, where you are whole again, by expiry)
Starting unrealized P&L: $7,300
+ Fortress recovery (un-capped): +$0
− CC assignment net of premium (35 × $25.50): -$0
+ Conservative CC premium (15 × $23.50): +$1,215
Total Position P&L @ SS: $8,515 (+$1,215 vs today)
Do-nothing baseline at SS: $11,350 (this trade vs do-nothing: $-2,835, the opportunity cost of earning $2,494/mo FIGHT income now)
33% normal ← lean48 × $2517 Jul8d14.0%85%32%$1,152$4,320-$2,243$0
Sell 48 × $25 14.0% OTM over spot $21.93 17 Jul 2026 (8d, $0.32 mid)
= $1,152 credit for the 8d cycle → $4,320/mo projected
Survival (stays ≤ $25)
85%
Breach risk
15%
POP (stays ≤ $25.32)
87%
EV / mo
+$1,022
🛡 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)
23%
Flat exit net (mid-life)
-$3,347
Free roll-up
+$1/wk
Safest escape (by 24 Jul 2026)
$27 @ 76% POP
71% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 48 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: $1.33/sh now → $0.94 mid-life (likely $0.90–$1.46)≈ $0 at expiry  |  you banked $0.24/sh, so a flat mid-life exit nets -$0.70/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 701 simulated challenges: the $25 strike is typically first touched on day 5 of 8, at $26 (overshoots $0.71). 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 (48 ct)POP / surv
of new CC
Roll out (same strike, buy time)~$2524 Jul 202611d left+$0.46/sh+$2,198
cycle +$3,350
[+$1,812…+$2,788] · 100% credit
66%
surv 53%
Reliable up-and-out (highest cap still free ≥60%)~$2624 Jul 202611d left+$0.22/sh+$1,033
cycle +$2,185
[+$441…+$1,468] · 92% credit
68%
surv 59%
Up-and-out for even (raise the cap, free)~$2624 Jul 202611d left+$0.05/sh+$253
cycle +$1,405
[-$442…+$594] · 50% credit
71%
surv 63%
Max even-money escape in the band~$2624 Jul 202611d left+$0.05/sh+$253
cycle +$1,405
[-$442…+$594] · 50% credit
71%
surv 63%
Safety roll (pay small debit, max POP)~$2724 Jul 202611d left-$0.24/sh-$1,131
cycle +$21
[-$2,160…-$911] · 9% credit
76%
surv 71%
budget: banked $1,152 debit $1,131 (98% used ≈ 1.1 wk of income) → whole cycle still +$21 cash · rolled 48 ct earn ≈ $9,187/mo while parked; 2 ct free to re-sell
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 +0.5 vol pt per +1% move (spike-vol name: vol expands on a fast move, richer buyback). 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$4,320/mo
vs 50% target ($6,450/mo)-33%
vs normal income ($12,900/mo)33% covered
Net income (after hedge)$2,197/mo
Downside budget
✓ $25 is at/above CC-SS $21.93: assignment is break-even or better.
Cap give-up @ CC-SS (V-bounce)-$0
… as % of IC ($0)0.0%
… as % of ML ($30,601)0.0%
Recovery months (at normal income)0.0 mo
Surgical close (48 ct)$6,624
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.06/sh (~25% of the $0.24 collected) or spot ≥ $25.32 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $25)); NOT the premium you collected. Momentum override: two daily closes above $31.19 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $24.75Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$25-25.32
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
≥ $25.32
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 1.28 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$25.00 (1.0σ)$1,152$27,931+$20,631+$4,464
+2.5%$25.62 (1.2σ)$-1,848$28,800+$21,500+$4,464
+5%$26.25 (1.4σ)$-4,848$29,669+$22,369+$4,464
V-BOUNCE STRESS (stock → CC-SS $21.93, where you are whole again, by expiry)
Starting unrealized P&L: $7,300
+ Fortress recovery (un-capped): +$0
− CC assignment net of premium (48 × $25): -$0
+ Conservative CC premium (2 × $23.50): +$162
Total Position P&L @ SS: $7,462 (+$162 vs today)
Do-nothing baseline at SS: $11,350 (this trade vs do-nothing: $-3,888, the opportunity cost of earning $4,320/mo FIGHT income now)
🎯 50% normal35 × $23.5017 Jul8d7.2%72%45%$1,750$6,562$0
Sell 35 × $23.50 7.2% OTM over spot $21.93 17 Jul 2026 (8d, $0.61 mid)
= $1,750 credit for the 8d cycle → $6,562/mo projected
Survival (stays ≤ $23.50)
72%
Breach risk
28%
POP (stays ≤ $24.11)
78%
EV / mo
+$817
🛡 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)
45%
Flat exit net (mid-life)
-$1,227
Free roll-up
+$1/wk
Safest escape (by 24 Jul 2026)
$26 @ 79% POP
76% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 35 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: $1.20/sh now → $0.85 mid-life (likely $1.01–$1.46)≈ $0 at expiry  |  you banked $0.50/sh, so a flat mid-life exit nets -$0.35/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 1,344 simulated challenges: the $24 strike is typically first touched on day 4 of 8, at $24 (overshoots $0.67). 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 (35 ct)POP / surv
of new CC
Roll out (same strike, buy time)~$2424 Jul 202611d left+$0.42/sh+$1,457
cycle +$3,207
[+$1,029…+$1,453] · 100% credit
65%
surv 53%
Reliable up-and-out (highest cap still free ≥60%)~$2424 Jul 202611d left+$0.18/sh+$624
cycle +$2,374
[+$56…+$548] · 80% credit
68%
surv 59%
Up-and-out for even (raise the cap, free)~$2524 Jul 202611d left+$0.02/sh+$66
cycle +$1,816
[-$609…-$62] · 21% credit
71%
surv 64%
Max even-money escape in the band~$2524 Jul 202611d left+$0.02/sh+$66
cycle +$1,816
[-$609…-$62] · 21% credit
71%
surv 64%
reaches SS ✓
Safety roll (pay small debit, max POP)~$2624 Jul 202611d left-$0.37/sh-$1,302
cycle +$448
[-$2,401…-$1,584]
79%
surv 76%
budget: banked $1,750 debit $1,302 (74% used ≈ 0.9 wk of income) → whole cycle still +$448 cash · rolled 35 ct earn ≈ $4,569/mo while parked; 15 ct free to re-sell · clears SS ✓
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 +0.5 vol pt per +1% move (spike-vol name: vol expands on a fast move, richer buyback). 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$6,562/mo
vs 50% target ($6,450/mo)+2%
vs normal income ($12,900/mo)51% covered
Net income (after hedge)$6,545/mo
Downside budget
✓ $23.50 is at/above CC-SS $21.93: assignment is break-even or better.
Cap give-up @ CC-SS (V-bounce)-$0
… as % of IC ($0)0.0%
… as % of ML ($30,601)0.0%
Recovery months (at normal income)0.0 mo
Surgical close (35 ct)$4,707
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.12/sh (~25% of the $0.50 collected) or spot ≥ $24.11 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $24)); NOT the premium you collected. Momentum override: two daily closes above $31.19 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $23.27Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$23-24.11
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
≥ $24.11
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 1.28 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$23.50 (≤1σ, normal week)$1,750$20,297+$12,997-$1,085
+2.5%$24.09 (≤1σ, normal week)$-306$21,114+$13,814-$1,085
+5%$24.68 (≤1σ, normal week)$-2,363$21,931+$14,631-$1,085
V-BOUNCE STRESS (stock → CC-SS $21.93, where you are whole again, by expiry)
Starting unrealized P&L: $7,300
+ Fortress recovery (un-capped): +$0
− CC assignment net of premium (35 × $23.50): -$0
+ Conservative CC premium (15 × $23.50): +$1,215
Total Position P&L @ SS: $8,515 (+$1,215 vs today)
Do-nothing baseline at SS: $11,350 (this trade vs do-nothing: $-2,835, the opportunity cost of earning $6,562/mo FIGHT income now)
100% normal46 × $22.5017 Jul8d2.6%60%84%$3,450$12,938+$6,375$0
Sell 46 × $22.50 2.6% OTM over spot $21.93 17 Jul 2026 (8d, $0.88 mid)
= $3,450 credit for the 8d cycle → $12,938/mo projected
Survival (stays ≤ $22.50)
60%
Breach risk
40%
POP (stays ≤ $23.38)
71%
EV / mo
$-111
🛡 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)
66%
Flat exit net (mid-life)
-$206
Free roll-up
+$1/wk
Safest escape (by 24 Jul 2026)
$28 @ 91% POP
91% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 46 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: $1.12/sh now → $0.79 mid-life (likely $1.06–$1.51)≈ $0 at expiry  |  you banked $0.75/sh, so a flat mid-life exit nets -$0.04/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 1,993 simulated challenges: the $22 strike is typically first touched on day 3 of 8, at $23 (overshoots $0.67). 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 (46 ct)POP / surv
of new CC
Roll out (same strike, buy time)~$2224 Jul 202611d left+$0.39/sh+$1,793
cycle +$5,243
[+$1,124…+$1,521] · 100% credit
65%
surv 53%
Up-and-out for even (raise the cap, free)~$2324 Jul 202611d left+$0.15/sh+$712
cycle +$4,162
[-$192…+$317] · 60% credit
69%
surv 59%
Max even-money escape in the band~$2324 Jul 202611d left+$0.15/sh+$712
cycle +$4,162
[-$192…+$317] · 60% credit
69%
surv 59%
SS $24 not reachable for even money within 45d; this is the ceiling of the free ladder
Safety roll (pay small debit, max POP)~$2824 Jul 202611d left-$0.71/sh-$3,287
cycle +$163
[-$6,102…-$4,353]
91%
surv 91%
budget: banked $3,450 debit $3,287 (95% used ≈ 1.1 wk of income) → whole cycle still +$163 cash · rolled 46 ct earn ≈ $1,008/mo while parked; 4 ct free to re-sell · clears SS ✓
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 +0.5 vol pt per +1% move (spike-vol name: vol expands on a fast move, richer buyback). 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$12,938/mo
vs 50% target ($6,450/mo)+101%
vs normal income ($12,900/mo)100% covered
Net income (after hedge)$11,138/mo
Downside budget
✓ $22.50 is at/above CC-SS $21.93: assignment is break-even or better.
Cap give-up @ CC-SS (V-bounce)-$0
… as % of IC ($0)0.0%
… as % of ML ($30,601)0.0%
Recovery months (at normal income)0.0 mo
Surgical close (46 ct)$6,118
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.19/sh (~25% of the $0.75 collected) or spot ≥ $23.38 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $22)); NOT the premium you collected. Momentum override: two daily closes above $31.19 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $22.27Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$22-23.38
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
≥ $23.38
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 1.28 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$22.50 (≤1σ, normal week)$3,450$14,716+$7,416-$276
+2.5%$23.06 (≤1σ, normal week)$863$15,723+$8,423-$2,863
+5%$23.62 (≤1σ, normal week)$-1,725$16,680+$9,380-$4,876
SS (= V-bounce)$23.65 (≤1σ, normal week)$-1,840$16,715+$9,415-$4,876
V-BOUNCE STRESS (stock → CC-SS $21.93, where you are whole again, by expiry)
Starting unrealized P&L: $7,300
+ Fortress recovery (un-capped): +$0
− CC assignment net of premium (46 × $22.50): -$0
+ Conservative CC premium (4 × $23.50): +$324
Total Position P&L @ SS: $7,624 (+$324 vs today)
Do-nothing baseline at SS: $11,350 (this trade vs do-nothing: $-3,726, the opportunity cost of earning $12,938/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 RIOT are the tiebreakers.
⚔ FIGHT CC options · full candidate scan (10 clear the floor), click to expand

Every eligible strike x expiry in the 4-45 DTE band (2 expiries scanned, 10 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: 1.278 (IBKR)  |  Recovery@SS: +$0 (un-capped fortress gain if stock rallies to SS)  |  Do-nothing @ SS: $11,350

StrikeDTEExpiryBidSellIncome/moNet/moSurvivalPOP (mid)EV/moCap Give-up @ CC-SS%ICTotal P&L @ SS
$23.508d17 Jul 2026$0.5035/50$6,562$6,54572%78%+$817-$00.0%$10,265 (vs do-nothing $-1,085)
$2415d24 Jul 2026$0.6550/50$6,500$4,05372%78%+$87-$00.0%$10,550 (vs do-nothing $-800)
$23.5015d24 Jul 2026$0.8140/50$6,480$5,65368%76%+$202-$00.0%$11,350 (vs do-nothing +$0)
$238d17 Jul 2026$0.6129/50$6,634$7,58866%74%+$339-$00.0%$10,770 (vs do-nothing $-580)
$2315d24 Jul 2026$0.9335/50$6,510$6,49364%73%$-161-$00.0%$11,770 (vs do-nothing +$420)
$22.508d17 Jul 2026$0.7523/50$6,469$8,39560%71%$-55-$00.0%$11,212 (vs do-nothing $-138)
$22.5015d24 Jul 2026$1.0930/50$6,540$7,33359%70%$-349-$00.0%$12,190 (vs do-nothing +$840)
$2215d24 Jul 2026$1.2925/50$6,450$8,05354%68%$-408-$00.0%$12,550 (vs do-nothing +$1,200)
$228d17 Jul 2026$0.9519/50$6,769$9,34354%66%$-174-$00.0%$11,616 (vs do-nothing +$266)
$21.5015d24 Jul 2026$1.5721/50$6,594$8,84550%66%$-228-$00.0%$12,043 (vs do-nothing +$693)

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%). 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 50 contracts at the conservative CC.

fortress_fight.py v6.0  |  2026-07-09 21:37