# 2026-03-03 — Tuesday

## Key Events
- **USA-Iran conflict**: Major escalation. US & Israel struck Iran Feb 28 ("Operation Epic Fury"). Iran retaliating with missiles/drones on US bases in Persian Gulf. Active conflict ongoing.
- **Sessel Lieferung**: Scheduled 12:00-17:00, no confirmation received
- **Portfolio**: RHM closed ~€1,611 (-1%), PICK dropped -6.84% to $59.96, DFNS closed €62.04 (+10.31% total return)
- **News briefings disabled**: User asked to stop Der Standard and AI News cron jobs — both disabled (not deleted)
- **RHM analysis**: Analysts say Iran conflict NOT a direct catalyst for RHM — European rearmament is the thesis. Consolidation until March 11 earnings.
- **No response to evening wind-down messages** (19:15 and 20:20 WhatsApp)

## Portfolio Notes
- PICK significant drop — possible rotation from broad metals to nuclear/uranium
- URA ETF +5.6% — uranium sector surging
- Consider checking URA availability on N26
- RHM earnings March 11 key catalyst
- DFNS volatile session, hit €64.04 intraday before pullback to €62.04