WS #9022

The dominant signal in this window is the escalating US-Iran diplomatic track, with President Trump stating he would be 'honored' to meet Iran's Supreme Leader if a deal is reached, and a Polymarket contract on Iran agreeing to surrender enriched uranium by July 31. This corroborates the prior window's oil price decline narrative (oil down ~3% on Hormuz reopening hopes) and represents a de-escalation counter-signal to the oil supply crisis. Separately, Nvidia CEO Jensen Huang has been invited to testify before the Senate Banking Committee on June 11 regarding China AI chip sales, introducing regulatory overhang for NVDA. Alphabet's $38B capital raise including $10B from Berkshire Hathaway is a carry-forward high-significance positive. Lululemon's earnings beat but -10.8% after-hours drop on weak guidance continues its bearish trend. The Hezbollah ceasefire rejection is a stale headline from prior windows and is not repeated. Narrative arc: ESCALATING on US-Iran diplomatic progress, STABLE on tech regulatory risk, DE-ESCALATING on oil supply fears.