EOW refresh (R-cycle) — the war escalates further on the ground and in Congress while this week's mega-cap selloff reads as the cleanest decoupling yet; a rotation-source caveat flagged on the cybersec leg

Event

EOW refresh (R-cycle) — the war escalates further on the ground and in Congress while this week's mega-cap selloff reads as the cleanest decoupling yet; a rotation-source caveat flagged on the cybersec leg

Summary

  • Type: monitoring-check (subtype: reopen-criterion stress test, resolved further away; decoupling read tightened, not loosened) - event_id: 2026-07-25-war-ends-playbook-eow-refresh-cleanest-decoupling - Source: ("The capex bill lands and the rotation stops hiding" — GOOGL selloff attributed explicitly to its own capex print, war framed as "the second engine"
3 events
DateTypeEvent
Jul 13 Desk NoteVertical: Memory & Storage — read the −15% correctly Jul 13 TweetGlobal Markets Investor — KOSPI -9%, trading halted; SK Hynix -15%, its largest daily drop on record Jul 1 InvestigationIran war second and third order effects beyond oil

No direct external sources are attached to this read.