Economy | Geopolitical
Oil (WTI) – 94+ – holding above Kijun —> Iran negotiations ongoing
Semiconductors (SMH) —> new high on QCOM —> on watch for next retrace opportunity
Active Positions
NKE LLY
No change to execution plan.
TSLA (~-2.50)

System discipline over weekend – nothing lost.
Sitting at Daily Kijun pre-market —> no scale-up without confirmation
373 – 385 inflection zone.
—> 1hr close above ~380-381 —> first signal for scale-up
SBUX
Building PSR —> will release later today.