Thursday, August 27, 2026 — the first ninety minutes.

CRWD gapped up on earnings and kept going: +7.3% by 11:00 on a 9.5% range. MU
went the other way and lost 4.8% off the open. Two clean setups on opposite
sides of the tape, and the plan covered both before the bell.

What worked, and why it worked. Waited for CRWD to hold above the opening
range instead of buying the gap. That is the rule, and the rule exists because
the gap fills often enough to matter. Entry was late by design, size was fixed
before the open, and the 10:10 pullback never came near the level that would
have taken me out — which is the only reason I was still in it at 11:00. Took
the bulk of a 9.5% range without guessing once.

What I would do differently. MU was the right read and a sloppy execution.
I shorted twenty minutes into the break instead of waiting for the retest, and
covered on the first bounce for a third of what was there. Right idea, late
entry, small target because the entry was bad. One trade of three, and it cost
me upside rather than capital.

The one that cost nothing and taught the most. INTC dumped to 88.46 and I
was one click from selling into it. It closed the window at 91.27 on 46M
shares. Nothing happened — and that is the point. Not taking it was the plan
holding, not luck.

• Rule for tomorrow: if the entry is more than ten minutes late, halve the
  size or skip it. That single rule is the difference between this day and one
  I would be annoyed about.