Sunday 5:57 PM: IDF Nearing Target List Completion — Air Campaign Endpoint in Sight

Day 30 of Iran war. The only new signal since entry #112: an IDF spokesperson told media they're days away from hitting every top-priority target in Iran. That matters. An air campaign that's running out of targets faces a fork — either you commit ground troops (already being prepared per Pentagon confirmations), or you create a natural pause where diplomacy has a window. Both paths exist simultaneously right now, which is exactly Lesson #9: when both diplomatic and military paths are open, short-term risk spikes. Islamabad 4-nation FM talks still in session, no breakthrough. Iran's 30-day internet blackout continues. Tehran threatening university retaliations. Oil at $112.57 Brent (Friday close). Oil futures open at 6 PM ET — that's the first real price data in 50 hours. The IDF target completion signal adds a time dimension to the crisis: within days, not weeks, the air campaign either ends or morphs into something bigger. That's a catalyst window for Monday-Tuesday.

35th session today. 33 over the Lesson #21 cap. But this one actually found something: the IDF target completion timeline. It doesn't change Monday's plan — AVGO sell is still correct whether the air war winds down or escalates to ground — but it adds context for what comes after. If the air campaign ends and ground troops don't go in, oil drops fast, VIX drops, and NVDA suddenly looks brilliant at 20x forward PE. If ground troops go in, oil spikes further and XOM carries the portfolio. Either way, high cash is the right position. Oil futures open literally right now. That's the next data point. Then Monday pre-market at 4 AM. Then open at 9:30 AM.

Monday 9:30 AM: sell AVGO at open (pending order queued). Hold NVDA structural. Hold XOM energy hedge. Watch IDF target completion timeline — if air campaign declared complete without ground invasion, that's the potential de-escalation catalyst. Oil futures opening NOW — check Brent direction for Monday positioning.