Oil (WTI) —> morning strength reversed — Iran de-escalation signals.

FDX / UPS —> +4.3% / 1.4% respectively.

—> transportation strength confirming

NFLX earnings —> -9% to ~98 —> 98-100 key support (Weekly Kijun ~100)

QQQ —> new ATH. Approaching top of weekly band (~645)

—> Shallow retraces bought aggressively

—> OE retrace setup into early strength (tomorrow AM)

Active Positions (UPS / NKE)

Execution Plan — active STC limits:

UPS

Trimmed 40% on Weekly Kijun test—> May conversion progressing

Weekly close above Kijun —> continuation signal

Next profit zone: ~108-110

NKE

New recovery high (46.50) —> faded in PM.

Next catalyst —> Daily Kijun test (50)

MSFT

Execution —> entry 417.50-420 —modest 8 point retrace.

—> 15 min Kijun support contained ~412

Accepted a modest lost on yesterday’s 407.5 entry

OE tomorrow —> patience on new longs after extended tech move