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config/memory/2026-03-03.md

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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