🐋 WHALE WATCH: Tonight’s SOTU: Middle East & Global Supply Lines. Strategic markers for the 9 PM ET address: => Iran Escalation: With two carriers in the region, watch for red lines regarding the Strait of Hormuz drills. => "Board of Peace": Can the administration convert military buildup into a Geneva breakthrough? => Energy Impact: Any mention of "Rough Rider" operations could send Brent Crude into a tailspin. Volatility is priced in, but "regime change" rhetoric remains the tail risk.(Whale Factor)