Flagship · Daily Note

Pulse

Flat tape, mixed book — MU led, LLY/NEM/HEI dragged; nothing thesis-relevant moved.

S&P essentially flat, NDX +0.42% on MU/NVDA/ANET strength, while LLY, NEM and HEI dragged the book to 5 up, 11 down — ordinary dispersion, no named flow behind any of it. Both autopilot scans today deferred to committee rather than firing, so the KTOS-funded reserve rebuild and the bench-parked BKNG open remain exactly where the 09-28 quarterly left them — unexecuted. Thesis intact, book unchanged, nothing to act on before the next deep run.

Lock refusals and overrides

The 30-day lock refused nothing and nothing overrode it this run.