Generated 2026-06-23 05:03 UTC · refreshes after every cycle · buy threshold: score ≥ 72
📅 Upcoming events & earnings (lean = likely market reaction, not a guarantee)
| When | Date | Event | Affects | Lean | Why |
UP / DOWN = lean from the setup & regime ·
COIN-FLIP = genuine binary (don't trade it beforehand). Earnings reactions are unpredictable — these are risk-skews, not predictions.
⚠️ Ongoing tail risks (no date — can strike anytime):
Taiwan/China chip tensions — the #1 risk to every AI/semi holding (TSMC makes the chips); export-control war is escalating now.
Iran ceasefire holding? — a breakdown spikes oil & hits risk assets (but lifts LMT/GD/VST).
Yen carry trade — a surprise BOJ move can trigger sudden global deleveraging.
US-China tariffs/trade — sudden escalation hits semis, AAPL, ASML.