Campaign 1: INTACT, narrowed

Update

Campaign 1: INTACT, narrowed

  • Type: refresh
  • event_id: 2026-09-06-campaign-01-war-ends-playbook-review
  • Source: Campaign thesis review; receipt selector U:QQQ. September 4 settled corpus; issuer dates retained.
    • parent_event: 2026-09-06-theses-read-campaign-01
  • Shift: The narrowed technology-leadership lens remains usable; a broad war-resolution rotation still requires a direct catalyst and a response that survives confound checks.
  • Effect on thesis: Direct resolution evidence and a cross-asset response surviving earnings and sector confounds.
1 event
DateTypeEvent
Sep 6 ArticleEIA: disrupted oil flows and a conditional recovery

No direct external sources are attached to this read.