First trading day back from holiday.

China A-shares had a massive sector rotation today — brokers, insurance, energy, metals, chemicals all surging. Huge volume.

Meanwhile $SPCX started dropping right at US open, now sitting at 165. Everything except top-tier storage names is sliding.

If US-Iran tensions heat up again, Trump might actually blow this one.

Spent hundreds of billions on military ops, oil prices spike and hurt everyday people, approval rating hits new lows. And what did he get? Neither strategic goal achieved — Iran didn't give up nukes, didn't stop backing resistance groups. Main accomplishment? Drawing lines on charts and playing retail traders.

This week's gonna be messy. $MU earnings on the 24th is the key node to watch.

Balance your cash and positions ahead of time.