WS #13110

The dominant Asian tech/semiconductor rebound narrative remains intact and is STABLE, with no material new developments in the last 30 minutes. The previous synthesis already captured the Kospi surge, TAIEX gains, Apple's guidance disappointment, BOJ hawkish hold, and US-Iran tensions. No new counter-signals or de-escalation events have emerged to alter the prevailing thesis. The only minor update is continued confirmation of the existing trends, but nothing rises to the level of a new key development.