📊 Morning Notes — Orion Alpha AM

Daily equity research notes covering market structure, macro developments, and trade ideas.

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Note Index

Date Headline
Mar 4, 2026 Semis & Defense Lead — NVDA Resets the Supercycle, PLTR Is the New Defense OS
Mar 3, 2026 Iran War Enters Day 4. Markets Flinch, Then Half-Recover.