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@LogicalBadger
Christ follower | machine learning engineer โ stocks, thoughts, fitness | Vโโโ Everything














The USโIran talks just wrapped after 20+ hours with no agreement - but the key thing the market cares about is still intact: the ceasefire (for now). Mainstream media headlines are doing what they always do - dramatic, panic-driven, built for clicks. This was never getting resolved in one weekend anyway. Markets already priced in uncertainty. What they didnโt price in is stability holding longer than expected. Thatโs why dips here would be more so positioning resets than real risk-off - and should be short-lived. Meanwhile, momentum sectors donโt need perfect macro - they just need attention + flow. Space names have both right now. War or not, the largest IPO in history can happen at any momentโฆ itโd be foolish to bet against the influx of capital going into the space sector. Positioning accordinglyโฆ







