Historical hypothesis, now retired from live research: The original broad war-resolution rotation evolved into a monitored concentrated risk-on/AI leadership lens; several original branches were retired.

Why now

Retire the war-ending premise and the generic technology-rotation remainder. The user rejects continued attention to that framing; the existing review also lacks an independent resolution catalyst.

In scope

The original broad war-resolution rotation evolved into a monitored concentrated risk-on/AI leadership lens; several original branches were retired.

Out of scope

No current campaign-level investment recommendation · No reconstruction of past returns or reassignment of original calls

Expected horizon

The original event window is retired; ordinary market leadership remains climate context.

What supports it

A fresh war-resolution and cross-asset rotation catalyst is needed to restore the broad scenario. Test mega-cap and cyber participation separately; earnings confounds matter.

What would break it

The closure is a research-priority decision, not a new market falsification verdict. Original evidence gaps and outcomes remain as recorded.

Next review On condition · Only a new independent market claim with direct evidence warrants a successor. A peace headline alone does not restore this campaign.

Closed 2026-09-06 · Retire the war-ending premise and the generic technology-rotation remainder. The user rejects continued attention to that framing; the existing review also lacks an independent resolution catalyst.