Live signalsRisk!Portfolio concentration risk: tech delta at 47%9/10·AnalystNVDA↑Consensus PT raised 8% on AI-infra capex re-rating8/10·AnalystMSFT↑Azure growth re-acceleration confirmed by 3 channel checks8/10·PoliticalLMT↑3 senators reported defense-sector buys in last 30 days7/10·Geo↑Gulf rearmament: GCC defense spend trajectory inflecting7/10·NewsTSLA↓Robotaxi Austin pilot misses 30-day milestone6/10·Tech·DoD AI funding shifted toward edge inference6/10·PoliticalRTX↑Rep. McCaul (HFAC chair) disclosed RTX purchase 2026-05-146/10·Risk!Portfolio concentration risk: tech delta at 47%9/10·AnalystNVDA↑Consensus PT raised 8% on AI-infra capex re-rating8/10·AnalystMSFT↑Azure growth re-acceleration confirmed by 3 channel checks8/10·PoliticalLMT↑3 senators reported defense-sector buys in last 30 days7/10·Geo↑Gulf rearmament: GCC defense spend trajectory inflecting7/10·NewsTSLA↓Robotaxi Austin pilot misses 30-day milestone6/10·Tech·DoD AI funding shifted toward edge inference6/10·PoliticalRTX↑Rep. McCaul (HFAC chair) disclosed RTX purchase 2026-05-146/10·