Live-Feed Scoring Pass June 1 2026 — Iran-Hormuz-Kinetic-REVERSAL (oil -6%->+7%) + Thiel->Argentina-Private-Ark (DV#1 Technate!=Ark) + Pacific-Containment-Heats + AI-Compute-€75B-Capex

Live-feed scoring pass closing the ~May 25 -> Jun 1 gap (since scorecard #122). 16 high-relevance events of 111 in window + 1 manually-surfaced scraper-miss (Thiel->Argentina). MARQUEE 1 — Iran/Hormuz discriminator REVERSAL: the May 21 (#111) / May 23 (#118) / May 25 (#122) passes scored Iran as managed-antagonism / diplomacy-theater (oil -6%, 'negotiations in final stages'). Jun 1 reverses the carrier: 'Oil Surges Over 7% as Iran Halts U.S. Talks and Threatens Total Hormuz Closure' (gnews) + 'Iran attacks damage 20 US military sites since start of war' (gnews, satellite) + 'Iran warns Israeli Lebanon/Gaza strikes threaten US ceasefire' (rss). Same chokepoint, oil -6%->+7%. Per apex-hold this is carrier rotation (diplomacy-rhetoric -> kinetic-rhetoric), NOT falsification of the theater read: managed-liquidity-event arm (rhetoric carries the +7% schedule) AND genuine-crisis arm (Hormuz-closure threat + 20-sites damage are not costless) both stay load-bearing. Iran war Day ~75. MARQUEE 2 — Thiel -> Argentina (scraper-missed; web-verified across Washington Times / Newsweek / People's Dispatch / Greek Reporter): $12M Barrio Parque Buenos Aires mansion + family relocation + Uruguay land; Milei Casa Rosada meeting (Apr 23, confidential) + Econ Min Caputo + Dereg Min Sturzenegger; possible Palantir-Argentina government deal; stated motive includes 'nuclear conflict + AI risk in the Northern Hemisphere.' This is the apex hedging with a PRIVATE Southern-Hemisphere bolthole — a live read on DV#1 'Technate != Ark' and the 2040-card open question ('whether the builders also built their own lifeboats is an open question'): the operator class is NOT treating the Genesis/Technate Tower as its personal Ark. Exemption-Fork (DV#181) literal: relocating out of the CA-wealth-tax jurisdiction = writing yourself out of the rules. Donroe-Doctrine / Fortress-Hemisphere: Palantir's apparatus follows the resource grab south into Milei's lithium-accelerating Argentina (per the 2028 prediction). NOTE: this pushes the 2040 'own Ark' question toward yes, but the PREDICTION LAYER is held separate and NOT edited in a live-score pass — flagged for Alan. MARQUEE 3 — Pacific containment arc heats: China patrols east of Taiwan (gnews Jun 1), Hegseth tells allies to 'stay quiet' (gnews May 31), Japan/Philippines/Vietnam harden bilaterally, China surprise-launches Long March 12B delivering Qianfan (Starlink-rival LEO) — maps to the 2028 Taiwan-window substrate, US restraint while allies balance, China's demographic-cliff window narrowing. DV#20 Containment Arc stays open (sovereign vs managed). MARQUEE 4 — AI-compute capex at sovereign scale: SoftBank €75B French datacenter (gnews May 30) + OpenAI solves an 80-year math problem (rss Jun 1) + Nvidia drives the tape (gnews Jun 1) + organoid 'brain cells play Doom' (gnews May 31). Two-tier bifurcation deepens per the 2027-2028 substrate; Aladdin-adjacent embedding per DV#154. Europe pressure nodes: Hungary's Magyar moves to oust the president (gnews Jun 1); Ukrainian drones cut the Crimea land corridor (gnews Jun 1). 7 scorecard analysis-appends (Iran / Thiel / Latin America-Extraction / China / Pacific Containment Arc / Nvidia-Compute / AI Industry) + 6 divergence content-appends (Iran v14 Kinetic / Iran Theatre / The Containment Arc / Anthropic-Aladdin-Adjacent / Technate!=Ark / Exemption Fork) + 5 ticker entries. Apex Superposition (a)+(b)+(c)+(d) held simultaneously per claim; no Layer-1 framework promotions; no adjudication (records + tensions, engine names no holder). Substrate cross-check confirmed all SC/DV targets present pre-write (2026-06-01). Live-score surfaces only — no predictions, no player nodes, no current_events_static.json touched.