Why now: campaign-01: capital deployment window 2026-09-08

What was noticed?

The narrowed technology-leadership lens remains usable; a broad war-resolution rotation still requires a direct catalyst and a response that survives confound checks.

Why might it matter?

The campaign verdict is INTACT, narrowed. The unresolved branch cannot be promoted from a price move or a historical model alone.

What evidence is real, and what is still only a pointer?

Receipt selector: U:QQQ in the campaign thesis review and its accompanying receipts.

Still required: Separate resolution-driven returns from earnings and sector confounds.

Which existing research does it update or duplicate?

The registered war-ends-playbook perspective. This question tracks the unresolved branch of the campaign review, not a duplicate completed finding.

What should be written if the evidence clears?

A sourced perspective update adjudicating this exact test: Direct resolution evidence and a cross-asset response surviving earnings and sector confounds.

Reviewed September 6 using September 4 settled prices. September 7 is the U.S. Labor Day holiday; the decision window is September 8.