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Recovery Strategies?

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Watch 1 — Beijing Summit (Thursday). Trump arrives Thursday — the biggest single variable of the week. Two things to watch. First, can China broker an Iran ceasefire? Yes — oil drops, equities broaden up. Second, U.S.–China stable framework re-confirmation. Both deliver — risk premium collapses. Either misses — energy spikes, AI stalls.
 Watch 2 — CSCO + AMAT (Wed / Thu after close). Morgan Stanley's bar: $800B to $1T in capex. Beat — semis extend. Miss— semis ...

after hour trades!