WS #6941

The dominant themes from the previous window (Iran-US conflict, Alphabet overtaking Nvidia, memory chip supercycle) remain STABLE with no new data points or counter-signals. The data dump is overwhelmingly noise: sports betting, prediction markets, routine news, and social media chatter. The only notable signal is a Pimco warning that the Iran war could prompt the Fed to raise rates, which counters the prevailing rate-cut narrative and could pressure growth stocks. Additionally, Trump Media reported a massive $405.9M loss on only $871K revenue, a negative signal for DJT. The UK Labour leadership challenge is a political story with no direct US market impact. The hantavirus cruise and arson arrest are non-market events. No new developments on the Alphabet/Nvidia or memory chip themes.