WS #8665

The dominant signal in this window is the reported resignation of Iranian President Masoud Pezeshkian, citing IRGC overreach. This is corroborated by multiple sources (Iran International, The Deep Dive, Polymarket trades on 'Pezeshkian out'). This development escalates Iran's internal political instability, potentially complicating nuclear negotiations and increasing geopolitical risk. Separately, satellite imagery shows Iran reopening tunnel entrances at damaged missile facilities, indicating active military recovery. These events together suggest a bearish tilt for oil-sensitive equities and a flight-to-safety bid. The previous themes (Iran escalation, AI demand) remain stable, with no counter-signals. All other data—Polymarket sports bets, entertainment news, local interest stories—is noise.