WS #9146

The data dump contains no material new developments beyond what was already captured in the previous synthesis. The dominant themes—chip selloff, geopolitical tensions, Bitcoin crash, and Ukraine drone attacks—remain stable with no new data points or counter-signals in this window. The narrative is stable, with no escalation or de-escalation signals. Key developments from the prior cycle (e.g., chip selloff, geopolitical tensions) carry forward as they have not been refuted.