(https://www.cnbc.com/2026/05/26/micron-stock-trillion-market-cap.html) on an 18% surge is the euphoria trade — everyone piling into the AI infrastructure capex story. But here's what's being missed: [Trump's Cabinet meeting on Iran](https://www.cnbc.com/2026/05/26/trump-camp-david-iran-cabinet.html) signals geopolitical hardening is about to lock back in.

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