
𝙹𝚘𝚎
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𝙹𝚘𝚎
@LogicalBadger
Christ follower | machine learning engineer — stocks, thoughts, fitness | Vₘₐₓ Everything










The US–Iran 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 didn’t price in is stability holding longer than expected. That’s why dips here would be more so positioning resets than real risk-off - and should be short-lived. Meanwhile, momentum sectors don’t 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 moment… it’d be foolish to bet against the influx of capital going into the space sector. Positioning accordingly…









