Big week ahead for catalysts... > US/China summit meeting. S&P 500 just hit record highs (pricing in a peace deal). Oil pulling back could also ease inflation pressure. > Kevin Warsh confirmation is this week (by the 15th). Recently he's been more openly dovish on rates (re: AI productivity gains). Even just hearing a friendlier tone could add fuel to the rally. > $CBRS IPOs Thursday. Could add to the on-going AI infrastructure supercycle. Already covered this yesterday. > $AAPL & $INTC (up ~15% on the news) chip deal. Prelim agreement came in last Friday. Validates Intel's comeback/US chip manufacturing buildout. Additional details should come in this week... > $ASTS earnings tomorrow. Will make another post about this later... could get very interesting for the entire Space sector. A very important week for macro stability & micro positioning. I'll share opportunities as they come. Will also share new positions & sector updates to users soon. 🫡