Risk-On Tech Rotation — Concentrated Mega-Cap + AI Supercycle · Campaigns
Risk-On Tech Rotation — Concentrated Mega-Cap + AI Supercycle
closed · Energy · Macro
Reviews
The case as it stood at each review, with the original call references and current outcomes.
Scope review: war-ends-playbook
Campaign review · 2026-09-06 · data as of 2026-09-04
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.
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. Scope reviewed on September 6; source dates remain original. This is a research-priority and evidence-boundary review, not an entry call or a fresh historical performance grade.
0 original calls referenced · 0/0 directional calls have 30-day outcomes · 0/0 directional calls have 90-day outcomes
Case at review: 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.
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.
Horizon: The original event window is retired; ordinary market leadership remains climate context.
Failure conditions: The closure is a research-priority decision, not a new market falsification verdict. Original evidence gaps and outcomes remain as recorded.
- Only a new independent market claim with direct evidence warrants a successor. A peace headline alone does not restore this campaign.