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🎓A newsletter can show you the map. It cannot build your plan.
If you want my eyes on your trader DNA — how you size, where you leak, what the next 30 days should look like — that is a call, not a comment.
Book a call via dcg.chat or grab you a seat via AiTradingskool.com.
We will see if DCG is the right room. If it is not, I will tell you that too.
— Jamar

Mission first. No fluff.
P.S. Do not book it to “see what I do.” Book it if you are ready to stop guessing.

⚡ 5 THINGS TO KNOW RIGHT NOW — BEFORE THE BELL

1. 🕊️ Iran Nuclear De-Escalation Headline Breaking Overnight — Reporting circulating pre-market indicates Iran's president is signaling willingness to advance talks with the U.S. and has stated Iran does not want to possess nuclear weapons. This lands directly on top of the ongoing Strait of Hormuz reopening dialogue and is the single biggest sentiment driver into today's open — flagged as a developing story, confirm through primary wire services as headlines firm up at the open.

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🌍 MACRO BACKDROP — THE BIG PICTURE

Markets are walking into Friday's session with a genuinely constructive setup for the first time in weeks. The dominant macro theme remains the U.S.-China thaw following Thursday night's (Sept 24) White House state dinner for Xi Jinping, where Trump hosted a table that included Elon Musk, Jensen Huang, Lisa Su, and Tim Cook — a visual that Wall Street is reading as a signal that the AI trade and the broader U.S.-China trade relationship are not on a collision course, at least for now. Trump's own overnight comment that he and Xi have "forged a truly great friendship" reinforces that framing heading into the open.

Layered on top of that is the Iran/Hormuz story, which has been the market's single biggest tail-risk overhang since the U.S.-Israeli conflict with Iran began earlier this year. TradingTerminal's own pre-market news widget is flagging "stock futures edge higher as Hormuz reopening talks regain focus," and pre-market chatter points to Iran's president signaling openness to talks with Washington and disavowing nuclear ambitions. If that holds up through the session, it's a genuine de-escalation catalyst — the kind of headline that has, on prior occasions this year, knocked several dollars off crude and pulled bond yields lower in sympathy.

Overnight macro data was mixed-to-quiet: Spanish GDP came in in-line on the quarter but missed slightly on the year-over-year print, Eurozone M3 money supply growth ticked up to 3.5%, and loans to non-financial firms decelerated to 4.2% from 4.4% — nothing here changes the Fed picture. The bigger domestic focus today is the 8:30 AM ET Durable Goods print and a 9:20 AM speech from Fed's Schmid.

This is a HEADLINE-DEPENDENT session. Futures are green, breadth signals (VIX down, VXN modestly up) are mixed, and the entire tape is levitating on geopolitical de-escalation hope. DCG traders should treat every incremental Iran/Hormuz headline as a live catalyst capable of moving ES 15-20 handles in either direction intraday.

🗓️ TODAY'S ECONOMIC CALENDAR

🏦 SECTOR PERFORMANCE SNAPSHOT

🟢 ADVANCING

🤖 STOCK MARKET NEWS — SECTOR BY SECTOR

🔥 HOT SECTOR #1: AI INFRASTRUCTURE / SEMICONDUCTORS 🤖

Musk's GPU Blitz Meets Trump-Xi Détente

The AI infrastructure trade has two fresh tailwinds converging this morning. First, Musk's overnight comments that xAI's Colossus 2 will have roughly 1 million GPUs online next week — with another 220K GB300s in November and 220K more in December, taking the total to ~1.44 million by year-end — is a direct read-through for the entire NVDA/AMD supply chain, as well as power and grid infrastructure names that support these buildouts. Second, the optics from Thursday's Trump-Xi state dinner, where Musk sat alongside Jensen Huang, Lisa Su, and Tim Cook at the president's table, is being interpreted as a signal that Washington isn't looking to escalate trade friction with Beijing in a way that would disrupt the AI chip supply chain in the near term.

NVDA is leading DCG's premarket watchlist at $226.36 (+0.81%), and Communication Services/Technology are the two green sectors on the board this morning — confirming that money is actively rotating into this theme rather than just holding steady.

🎯 NVDA Trade Setup:

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A newsletter can show you the map. It cannot build your plan.
If you want my eyes on your trader DNA — how you size, where you leak, what the next 30 days should look like — that is a call, not a comment.
Book a call via dcg.chat or grab you a seat via AiTradingskool.com.
We will see if DCG is the right room. If it is not, I will tell you that too.
— Jamar

Mission first. No fluff.
P.S. Do not book it to “see what I do.” Book it if you are ready to stop guessing.

⚠️ DISCLAIMER: This newsletter is for educational and informational purposes only. All trade ideas and analysis are based on publicly available information as of September 25, 2026. This is NOT financial advice. All trading involves substantial risk of loss. Always do your own due diligence and trade with proper risk management. DCG Command Center does not guarantee any trading results.