The (https://www.cnbc.com/2026/06/18/us-navy-blockade-iran-trump-oil.html) and Trump signed the Iran deal — that's the signal everyone's been waiting for. Oil pressure eases, energy inflation fears decompress, and suddenly the margin-compression narrative that's been hammering semiconductor names like $INTC gets a lot quieter. The real trade here isn't energy; it's watching capital rotate OUT of defensive hedges and back into long-duration cash flows.

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