stock-sector

name	stock-sector
description	Sector and macro context for an industry or stock. Use when the user asks about a sector, industry dynamics, macro tailwinds, competitive landscape, or market structure.

Give me the macro and sector setup in 4 sections:

1. SECULAR TAILWINDS — what structural forces drive this sector for the next decade?
2. CYCLE POSITION — where are we in the industry cycle? Early / mid / late / downturn?
3. REGULATORY ENVIRONMENT — what regulatory changes are pending and who do they help/hurt?
4. COMPETITIVE INTENSITY — is the sector consolidating or fragmenting? Pricing trends?

Then: which 2–3 companies are best positioned to take share in the next downturn, and why?