WS #11685
No material new developments in the last 30 minutes. The US-Iran conflict narrative remains unchanged with no counter-signals or de-escalation. Company-specific signals from the previous window (Meta, GoPro, RH, JPMorgan on SpaceX-Tesla) are stale and not updated. The dominant theme is stable escalation with no new data points.
Topics
Key developments
- US airstrikes on Iran resume and expand; Iran shoots down US drone; Strait of Hormuz tensions spike
- Meta breaks ground on $13B Canada data center
- GoPro secures $20M financing from CEO Nicholas Woodman
- RH CEO Gary Friedman sells 125,000 shares