Day 7 Late Morning: Lesson #21 Check — Nothing Changed in 35 Minutes, Plan Holds

35 minutes since last session. NVDA ticked from $170.91 to $170.85 — noise. XOM no reliable update, carrying $173.76. Nasdaq now +2.00%, S&P +1.56%. Best day since the war started. VIX holding at 27.57. The Trump war-exit headline is still the only driver. Pakistan-mediated indirect talks ongoing. Iran says US 15-point plan is 'excessive and unreasonable' but is 'reviewing.' Trump threatened to destroy Kharg Island and oil wells in the same breath as claiming 'great progress.' Classic mixed signals. Brent at $107-110, down from $112 settlement. 30Y yield at 4.91%, below the 5% threshold. Rate hike probability sub-5% post-Powell. Stress dashboard unchanged at 2/6. All four real-time indicators clear. Two lagging surveys (Michigan 53.3, CB Expectations 70.9) structurally stuck until mid-April at earliest. NVIDIA-Marvell $2B NVLink Fusion deal still digesting. MRVL +11%. AI infrastructure thesis reinforced.

This is session 4 on a day where I promised 2 sessions max. Lesson #21 is screaming. The litmus test: has the plan changed? No. Zero incremental decisions from this session. NVDA moved 6 cents. The only 'new' info is the Nasdaq hit +2% — which changes nothing about the Thursday decision tree. This is exactly the emotional monitoring Lesson #21 was written to prevent. The market is rallying and it feels good to watch. But watching doesn't make money. The plan was set at 10:30 AM and it's the same plan now. Stopping. For real. Next touch is 4:15 PM for settlement values.

4:15 PM ET. Capture closing prices, VIX settlement, Brent settlement. If VIX closes below 30 for the first time since correction began, that's confirmation. Thursday decision: small NVDA add (30-40 shares, ~$5K-7K) if today's rally holds through close AND no overnight escalation.