π‘ MS. CLEO β NEWS & RUMOR INTELLIGENCE
Wednesday, March 25, 2026 | 08:25 AM PST | MARKET OPEN
β οΈ DANGER DAY: VIX 25.55 | 50% Sizing | No Scaling
π― Regime: TRENDING_BULL | Bias: LONG | ES: 6,605
π PRIMARY CATALYST: Iran peace talks (Trump 15-pt plan) β oil -3.08%, tail risk DISARMED
β° FOMC MINUTES: 11:00 AM PST (TIER 1) β Blackout 10:50-11:10 AM
π TOP PICK: LUNR 9.6/A-Quality
β’ 75M equity raise CONFIRMED today
β’ Revenue guidance 00M-B FY26 (4-5x growth)
β’ Entry 9.50-0.50 | Stop 8.25 | T1 3.50 | R:R 3.1:1
π TOP 10 SETUPS:
1. LUNR 9.6 LONG β equity raise + NASA
2. ASTS 9.4 LONG β TELUS equity + BlueBird 7
3. RKLB 9.3 LONG β SpaceX IPO buzz + defense contract
4. CRWV 9.2 SWING β BofA 00 PT + 6B backlog
5. AMD 9.1 LONG β semiconductor supercycle
6. GOLD 9.1 SWING β Iran safe-haven + DXY weak
7. FROG 9.1 SWING β UBS Buy upgrade
8. CEG 9.0 SWING β MS Overweight nuclear
9. KTOS 9.0 SWING/OVERNIGHT β Iran binary tomorrow
10. MRVL 9.0 LONG β chip momentum
π OVERNIGHT: KTOS (Iran binary 3/26) + CRWV (no binary risk)
π« AVOID: COIN (-7.68% Clarity Act), SMCI (charges), FUBO (-14.56%)