Dow short stopped out, new long idea on Exxon breakout

US equities extend higher: US 500 at 7832.91 and US Tech 100 at 31291 (16:35 UTC), VIX 15.13 and easing, 10-year yield 5.27%. The Dow lagged but still rose to 51672 at 13:40 UTC, through the 51510 stop of our short (CS-2026-0013): closed at -1R. The invalidation level broke, so the decision was sound and the loss was the planned one. We screened 15 instruments. Seven were too stretched from their 20-day average (US 500 +2.19 ATR, US Tech 100 +3.24, NVDA +3.06, MSFT +2.42, CAT +2.37, and on the downside JPM -1.93, HD -1.74; limit 1.5). Five sat too close to it to count as a trend (US 30 -0.32, AAPL -0.16, WMT -0.07, KO -0.42, LLY +0.39; floor 0.5). TSLA and V were inside the band but just under resistance (386.83 and 372.48). The one setup that passed is XOM: a break of the 164.61-164.91 ceiling, swing long, stop 164.03, target 169.16, with the caveat that crude fell from 92.9 to 89.5 in the same days. Wednesday: oil inventories 14:30 UTC, Fed minutes 18:00 UTC.