FORTRESS FIGHT: SPCX @ $146.00

BE SS: $186.00  |  CC-SS: $182.93  |  5 contracts (500 sh)  |  2026-07-09 03:37 |  ⌂ PORTFOLIO

SPCX @ $146.00   UNDERWATER $40.00 (21.5% below BE SS)

5 contracts (500 sh)  |  BE SS: $186.00  |  CC-SS: $182.93  |  IV: HIGH  |  Accounts: Neville:0865

LC: $150 exp 2027-03-19 (entry $60.433/sh)
SP: $195 exp 2027-03-19 (entry $54.780/sh)
HP: $135 exp 2027-03-19 (entry $21.391/sh)

Economics

Max Loss$43,500(ND $27.00 + SW $60) x 500
Normal income ref$8,795/mo95% ann ROI on ML
Hedge rolling cost$1,690/mo
Unrealized P&L$-15,750fortress legs from IBKR
INCOME GOALPOSTS & VELOCITY
50% INCOME FLOOR
$4,398/mo
HEDGE COVER
$1,690/mo
NORMAL INCOME
$8,795/mo (ATM CC, chain)
IC VELOCITY
1.5 mo to earn back $13,500
ML VELOCITY
4.9 mo to earn back $43,500
Deep drawdown confirmed: a CC at CC-SS $182.93 (probe: $182.5C 15d) brings only $1,500/mo (<20% of normal), so FIGHT below it is warranted.
🏦 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
$0
Hole (after banked)
$15,750
was $15,750 · 0% earned back
Cycles closed
0
Credit in flight
$726
Open legAcctCredit/shIn flightOpened
5x $185C 10 Jul 2026U13190865$1.45$7262026-07-02
INTERPRETATION
Primary: 5 contracts at $160 / 8d. This is the safest strike (survival 80%, breach 20%) that still earns 50% of normal income ($4,398/mo); it brings $4,500/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 × $150/8d for $9,375/mo, but breach risk rises to 38% (+18pp 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 × $175/8d (92% survival, $1,875/mo).
Downside anchor: the primary mortgages $10,267 (76% of IC) ONLY on a full V-bounce all the way to SS $186, recoverable in 1.2 months of normal income. That is the rare tail; the frequent case is the strike holding. Surgical close on the 5 contracts realizes $-15,788 and cuts bleed by $1,690/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 · 17 Jul 2026 (8d) · sell 5 × $160, 80% survival, $4,500/mo (E[net] $1,485/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 · 8d5 × $16080%$4,500$1,485

📅 NEXT FRIDAY · 17 Jul 2026 · 8d · E[net] $1,485/mo 🏆 GRAND PICK

🎯 Engine pick: sell 5 × $160 (primary), 80% survival, breach 20%, $4,500/mo.
⚖️ Worth a safer step: the $165 rung (33% normal) lifts survival to 86% (breach 20% → 14%) for $1,219/mo less (27% 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 $165 rung, unless you need the income to cover the hedge bleed, or you expect SPCX to stay flat-to-down near term.
SPCX  spot $146.00 · click a rung to expand its decision panel
RungSellExpiryDTEOTMSurvivalTouch oddsPer cycleIncome/moΔ vs pickCap give-up
cover hedge5 × $17517 Jul8d19.9%92%16%$500$1,875-$2,625$3,467
Sell 5 × $175 19.9% OTM over spot $146.00 17 Jul 2026 (8d, $1.02 mid)
= $500 credit for the 8d cycle → $1,875/mo projected
Survival (stays ≤ $175)
92%
Breach risk
8%
POP (stays ≤ $176.03)
93%
EV / mo
+$1,110
📈 CAMPAIGN OUTLOOK (400 paths, sell-roll-repeat this rung for 9 mo)   whole in 1.7 mo [0.8-3.3] median  ·  58% of paths whole by 9 mo (vs 60% without)  ·  ~1.3 challenges expected  ·  median CC cash $-2,438
🛡 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)
7%
Flat exit net (mid-life)
-$2,415
Free roll-up
+$4/wk
Safest escape (by 24 Jul 2026)
$181 @ 73% 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: $8.24/sh now → $5.83 mid-life (likely $4.68–$7.91)≈ $0 at expiry  |  you banked $1.00/sh, so a flat mid-life exit nets -$4.83/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 214 simulated challenges: the $175 strike is typically first touched on day 6 of 8, at $179 (overshoots $3.79). 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
Roll out (same strike, buy time)~$17524 Jul 202611d left+$2.25/sh+$1,126
cycle +$1,626
[+$1,091…+$1,810] · 100% credit
67%
surv 52%
Up-and-out for even (raise the cap, free)~$17924 Jul 202611d left+$0.62/sh+$311
cycle +$811
[+$127…+$843] · 82% credit
71%
surv 60%
Max even-money escape in the band~$17924 Jul 202611d left+$0.62/sh+$311
cycle +$811
[+$127…+$843] · 82% credit
71%
surv 60%
SS $186 not reachable for even money within 45d; this is the ceiling of the free ladder
Safety roll (pay small debit, max POP)~$18124 Jul 202611d left-$0.36/sh-$182
cycle +$318
[-$481…+$283] · 41% credit
73%
surv 64%
budget: banked $500 debit $182 (36% used ≈ 0.4 wk of income) → whole cycle still +$318 cash · rolled 5 ct earn ≈ $7,454/mo while parked; 0 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 -0.4 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$1,875/mo
vs 50% target ($4,398/mo)-57%
vs normal income ($8,795/mo)21% covered
Net income (after hedge)$185/mo
Downside budget
⚠ $175 is $8 below CC-SS $182.93: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$3,467
… as % of IC ($13,500)25.7%
… as % of ML ($43,500)8.0%
Recovery months (at normal income)0.4 mo
Surgical close (5 ct)$-15,763
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.25/sh (~25% of the $1.00 collected) or spot ≥ $176.03 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $175)); NOT the premium you collected.
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $173.25Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$173-176.03
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
≥ $176.03
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 0.85 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$175.00 (1.8σ)$500$-2,884+$12,866-$200
+2.5%$179.37 (2.0σ)$-1,687$-3,205+$12,545-$2,387
+5%$183.75 (2.3σ)$-3,875$-3,527+$12,223-$4,575
SS (= V-bounce)$186.00 (2.5σ)$-5,000$-3,692+$12,058-$5,200
V-BOUNCE STRESS (stock → CC-SS $182.93, where you are whole again, by expiry)
Starting unrealized P&L: $-15,750
+ Fortress recovery (un-capped): +$15,750
− CC assignment net of premium (5 × $175): -$3,467
Total Position P&L @ SS: $-3,467 (+$12,283 vs today)
Do-nothing baseline at SS: $700 (this trade vs do-nothing: $-4,167, the opportunity cost of earning $1,875/mo FIGHT income now)
33% normal ← lean5 × $16517 Jul8d13.0%86%29%$875$3,281-$1,219$8,092
Sell 5 × $165 13.0% OTM over spot $146.00 17 Jul 2026 (8d, $1.80 mid)
= $875 credit for the 8d cycle → $3,281/mo projected
Survival (stays ≤ $165)
86%
Breach risk
14%
POP (stays ≤ $166.80)
88%
EV / mo
+$1,545
📈 CAMPAIGN OUTLOOK (400 paths, sell-roll-repeat this rung for 9 mo)   whole in 1.4 mo [0.7-2.9] median  ·  64% of paths whole by 9 mo (vs 61% without)  ·  ~3.2 challenges expected  ·  median CC cash $633
🛡 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)
18%
Flat exit net (mid-life)
-$1,874
Free roll-up
+$4/wk
Safest escape (by 24 Jul 2026)
$176 @ 78% POP
73% 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: $7.77/sh now → $5.50 mid-life (likely $5.09–$8.44)≈ $0 at expiry  |  you banked $1.75/sh, so a flat mid-life exit nets -$3.75/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 542 simulated challenges: the $165 strike is typically first touched on day 5 of 8, at $169 (overshoots $3.77). 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
Roll out (same strike, buy time)~$16524 Jul 202611d left+$2.43/sh+$1,216
cycle +$2,091
[+$946…+$1,601] · 100% credit
67%
surv 52%
Up-and-out for even (raise the cap, free)~$16924 Jul 202611d left+$0.81/sh+$404
cycle +$1,279
[-$6…+$696] · 75% credit
71%
surv 60%
Max even-money escape in the band~$16924 Jul 202611d left+$0.81/sh+$404
cycle +$1,279
[-$6…+$696] · 75% credit
71%
surv 60%
SS $186 not reachable for even money within 45d; this is the ceiling of the free ladder
Safety roll (pay small debit, max POP)~$17624 Jul 202611d left-$1.54/sh-$771
cycle +$104
[-$1,482…-$624] · 5% credit
78%
surv 73%
budget: banked $875 debit $771 (88% used ≈ 1.0 wk of income) → whole cycle still +$104 cash · rolled 5 ct earn ≈ $5,393/mo while parked; 0 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 -0.4 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$3,281/mo
vs 50% target ($4,398/mo)-25%
vs normal income ($8,795/mo)37% covered
Net income (after hedge)$1,592/mo
Downside budget
⚠ $165 is $18 below CC-SS $182.93: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$8,092
… as % of IC ($13,500)59.9%
… as % of ML ($43,500)18.6%
Recovery months (at normal income)0.9 mo
Surgical close (5 ct)$-15,775
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.44/sh (~25% of the $1.75 collected) or spot ≥ $166.80 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $165)); NOT the premium you collected.
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
$163-166.80
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
≥ $166.80
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 0.85 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$165.00 (1.2σ)$875$-6,774+$8,976+$175
+2.5%$169.12 (1.4σ)$-1,187$-7,077+$8,673-$1,887
+5%$173.25 (1.7σ)$-3,250$-7,380+$8,370-$3,950
SS (= V-bounce)$186.00 (2.5σ)$-9,625$-8,317+$7,433-$9,825
V-BOUNCE STRESS (stock → CC-SS $182.93, where you are whole again, by expiry)
Starting unrealized P&L: $-15,750
+ Fortress recovery (un-capped): +$15,750
− CC assignment net of premium (5 × $165): -$8,092
Total Position P&L @ SS: $-8,092 (+$7,658 vs today)
Do-nothing baseline at SS: $700 (this trade vs do-nothing: $-8,792, the opportunity cost of earning $3,281/mo FIGHT income now)
🎯 50% normal5 × $16017 Jul8d9.6%80%30%$1,200$4,500$10,267
Sell 5 × $160 9.6% OTM over spot $146.00 17 Jul 2026 (8d, $2.47 mid)
= $1,200 credit for the 8d cycle → $4,500/mo projected
Survival (stays ≤ $160)
80%
Breach risk
20%
POP (stays ≤ $162.47)
83%
EV / mo
+$1,715
📈 CAMPAIGN OUTLOOK (400 paths, sell-roll-repeat this rung for 9 mo)   whole in 1.4 mo [0.7-2.8] median  ·  68% of paths whole by 9 mo (vs 61% without)  ·  ~5.2 challenges expected  ·  median CC cash $1,354
🛡 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)
30%
Flat exit net (mid-life)
-$1,465
Free roll-up
+$4/wk
Safest escape (by 24 Jul 2026)
$174 @ 81% POP
76% 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: $7.54/sh now → $5.33 mid-life (likely $5.35–$8.57)≈ $0 at expiry  |  you banked $2.40/sh, so a flat mid-life exit nets -$2.93/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 905 simulated challenges: the $160 strike is typically first touched on day 5 of 8, at $164 (overshoots $3.60). 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
Roll out (same strike, buy time)~$16024 Jul 202611d left+$2.51/sh+$1,254
cycle +$2,454
[+$955…+$1,501] · 100% credit
67%
surv 52%
Up-and-out for even (raise the cap, free)~$16424 Jul 202611d left+$0.89/sh+$443
cycle +$1,643
[+$19…+$584] · 76% credit
71%
surv 60%
Max even-money escape in the band~$16424 Jul 202611d left+$0.89/sh+$443
cycle +$1,643
[+$19…+$584] · 76% credit
71%
surv 60%
SS $186 not reachable for even money within 45d; this is the ceiling of the free ladder
Safety roll (pay small debit, max POP)~$17424 Jul 202611d left-$2.02/sh-$1,010
cycle +$190
[-$1,881…-$1,014] · 1% credit
81%
surv 76%
budget: banked $1,200 debit $1,010 (84% used ≈ 1.0 wk of income) → whole cycle still +$190 cash · rolled 5 ct earn ≈ $4,515/mo while parked; 0 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 -0.4 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$4,500/mo
vs 50% target ($4,398/mo)+2%
vs normal income ($8,795/mo)51% covered
Net income (after hedge)$2,810/mo
Downside budget
⚠ $160 is $23 below CC-SS $182.93: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$10,267
… as % of IC ($13,500)76.0%
… as % of ML ($43,500)23.6%
Recovery months (at normal income)1.2 mo
Surgical close (5 ct)$-15,788
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.60/sh (~25% of the $2.40 collected) or spot ≥ $162.47 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $160)); NOT the premium you collected.
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
$158-162.47
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
≥ $162.47
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 0.85 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$160.00 (≤1σ, normal week)$1,200$-8,581+$7,169+$500
+2.5%$164.00 (1.1σ)$-800$-8,875+$6,875-$1,500
+5%$168.00 (1.3σ)$-2,800$-9,169+$6,581-$3,500
SS (= V-bounce)$186.00 (2.5σ)$-11,800$-10,492+$5,258-$12,000
V-BOUNCE STRESS (stock → CC-SS $182.93, where you are whole again, by expiry)
Starting unrealized P&L: $-15,750
+ Fortress recovery (un-capped): +$15,750
− CC assignment net of premium (5 × $160): -$10,267
Total Position P&L @ SS: $-10,267 (+$5,483 vs today)
Do-nothing baseline at SS: $700 (this trade vs do-nothing: $-10,967, the opportunity cost of earning $4,500/mo FIGHT income now)
100% normal5 × $15017 Jul8d2.7%62%80%$2,500$9,375+$4,875$13,967
Sell 5 × $150 2.7% OTM over spot $146.00 17 Jul 2026 (8d, $5.05 mid)
= $2,500 credit for the 8d cycle → $9,375/mo projected
Survival (stays ≤ $150)
62%
Breach risk
38%
POP (stays ≤ $155.05)
72%
EV / mo
+$2,122
📈 CAMPAIGN OUTLOOK (400 paths, sell-roll-repeat this rung for 9 mo)   whole in 1.6 mo [0.7-3.6] median, 0.4 mo faster than no FIGHT (2.1 mo)  ·  70% of paths whole by 9 mo (vs 62% without)  ·  ~14.6 challenges expected  ·  median CC cash $3,704
🛡 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)
64%
Flat exit net (mid-life)
+$1
Free roll-up
+$6/wk
Safest escape (by 24 Jul 2026)
$179 @ 91% POP
90% 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: $7.07/sh now → $5.00 mid-life (likely $6.55–$9.23)≈ $0 at expiry  |  you banked $5.00/sh, so a flat mid-life exit nets +$0.00/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 1,912 simulated challenges: the $150 strike is typically first touched on day 3 of 8, at $154 (overshoots $3.66). 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
Roll out (same strike, buy time)~$15024 Jul 202611d left+$2.63/sh+$1,316
cycle +$3,816
[+$858…+$1,160] · 100% credit
67%
surv 53%
Reliable up-and-out (highest cap still free ≥60%)~$15424 Jul 202611d left+$1.02/sh+$508
cycle +$3,008
[-$94…+$275] · 65% credit
71%
surv 61%
Up-and-out for even (raise the cap, free)~$15624 Jul 202611d left+$0.05/sh+$24
cycle +$2,524
[-$716…-$261] · 11% credit
74%
surv 65%
Max even-money escape in the band~$15624 Jul 202611d left+$0.05/sh+$24
cycle +$2,524
[-$716…-$261] · 11% credit
74%
surv 65%
SS $186 not reachable for even money within 45d; this is the ceiling of the free ladder
Safety roll (pay small debit, max POP)~$17924 Jul 202611d left-$3.72/sh-$1,861
cycle +$639
[-$3,382…-$2,384]
91%
surv 90%
budget: banked $2,500 debit $1,861 (74% used ≈ 0.9 wk of income) → whole cycle still +$639 cash · rolled 5 ct earn ≈ $1,739/mo while parked; 0 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 -0.4 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$9,375/mo
vs 50% target ($4,398/mo)+113%
vs normal income ($8,795/mo)107% covered
Net income (after hedge)$7,685/mo
Downside budget
⚠ $150 is $33 below CC-SS $182.93: assignment on a recovery to whole locks the cap give-up below.
Cap give-up @ CC-SS (V-bounce)-$13,967
… as % of IC ($13,500)103.5%
… as % of ML ($43,500)32.1%
Recovery months (at normal income)1.6 mo
Surgical close (5 ct)$-15,775
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $1.25/sh (~25% of the $5.00 collected) or spot ≥ $155.05 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $150)); NOT the premium you collected.
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $148.50Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$148-155.05
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
≥ $155.05
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 0.85 (IBKR)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$150.00 (≤1σ, normal week)$2,500$-11,546+$4,204+$1,800
+2.5%$153.75 (≤1σ, normal week)$625$-11,822+$3,928-$75
+5%$157.50 (≤1σ, normal week)$-1,250$-12,097+$3,653-$1,950
SS (= V-bounce)$186.00 (2.5σ)$-15,500$-14,192+$1,558-$15,700
V-BOUNCE STRESS (stock → CC-SS $182.93, where you are whole again, by expiry)
Starting unrealized P&L: $-15,750
+ Fortress recovery (un-capped): +$15,750
− CC assignment net of premium (5 × $150): -$13,967
Total Position P&L @ SS: $-13,967 (+$1,783 vs today)
Do-nothing baseline at SS: $700 (this trade vs do-nothing: $-14,667, the opportunity cost of earning $9,375/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 SPCX are the tiebreakers.
⚔ FIGHT CC options · full candidate scan (16 clear the floor), click to expand

Every eligible strike x expiry in the 4-45 DTE band (2 expiries scanned, 16 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: 0.853 (IBKR)  |  Recovery@SS: +$15,750 (un-capped fortress gain if stock rallies to SS)  |  Do-nothing @ SS: $700

StrikeDTEExpiryBidSellIncome/moNet/moSurvivalPOP (mid)EV/moCap Give-up @ CC-SS%ICTotal P&L @ SS
$1608d17 Jul 2026$2.405/5$4,500$2,81080%83%+$1,715-$10,26776.0%$-10,267 (vs do-nothing $-10,967)
$157.508d17 Jul 2026$2.905/5$5,438$3,74876%81%+$1,891-$11,26783.5%$-11,267 (vs do-nothing $-11,967)
$1558d17 Jul 2026$3.404/5$5,100$3,69072%78%+$1,485-$9,81372.7%$-9,673 (vs do-nothing $-10,373)
$157.5015d24 Jul 2026$4.805/5$4,800$3,11071%78%+$1,282-$10,31776.4%$-10,317 (vs do-nothing $-11,017)
$15515d24 Jul 2026$5.504/5$4,400$2,99068%76%+$1,071-$8,97366.5%$-8,833 (vs do-nothing $-9,533)
$152.508d17 Jul 2026$4.103/5$4,612$3,48367%75%+$1,168-$7,90058.5%$-7,620 (vs do-nothing $-8,320)
$152.5015d24 Jul 2026$6.204/5$4,960$3,55064%74%+$1,025-$9,69371.8%$-9,553 (vs do-nothing $-10,253)
$1508d17 Jul 2026$5.003/5$5,625$4,49562%72%+$1,273-$8,38062.1%$-8,100 (vs do-nothing $-8,800)
$15015d24 Jul 2026$7.204/5$5,760$4,35060%71%+$1,118-$10,29376.2%$-10,153 (vs do-nothing $-10,853)
$14915d24 Jul 2026$7.503/5$4,500$3,37058%71%+$754-$7,93058.7%$-7,650 (vs do-nothing $-8,350)
$14815d24 Jul 2026$7.903/5$4,740$3,61057%70%+$741-$8,11060.1%$-7,830 (vs do-nothing $-8,530)
$14715d24 Jul 2026$8.403/5$5,040$3,91055%69%+$775-$8,26061.2%$-7,980 (vs do-nothing $-8,680)
$14615d24 Jul 2026$8.803/5$5,280$4,15053%68%+$737-$8,44062.5%$-8,160 (vs do-nothing $-8,860)
Show 3 more candidates (lower strikes: more income, lower survival)
StrikeDTEExpiryBidSellIncome/moNet/moSurvivalPOP (mid)EV/moCap Give-up @ CC-SS%ICTotal P&L @ SS
$14515d24 Jul 2026$9.303/5$5,580$4,45051%67%+$746-$8,59063.6%$-8,310 (vs do-nothing $-9,010)
$1458d17 Jul 2026$7.002/5$5,250$4,40050%67%+$739-$6,18745.8%$-5,767 (vs do-nothing $-6,467)
$14415d24 Jul 2026$9.703/5$5,820$4,69049%67%+$682-$8,77065.0%$-8,490 (vs do-nothing $-9,190)

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 5 contracts at the conservative CC.

fortress_fight.py v6.0  |  2026-07-09 03:37