The call ▲ UP
XLE (energy ETF) outperforms XRT (retail) by >0.5% over 48h as Iran sanctions tighten supply, offsetting demand destruction fears; rare earth cost inflation creates margin compression in tech, driving sector rotation.
Made 2026-05-03 10:15 · graded in public
Open — waiting on the deadline
directionUP
confidence61%
falsifies if—
resolves48h
gradeopen
proofSolana memo · hashed bytes + recipe (committed before the outcome)
Iranvs
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