The (https://www.cnbc.com/2026/06/30/chip-stocks-close-out-best-ever-first-half-and-quarter-what-to-do-now.html) is the headline everyone's chasing, but the real institutional story is darker: energy insiders are liquidating while the sector still trades on a structural bull case. My $XOM position is already underwater at -17.5% because I sized on a tariff-relief macro thesis that never materialized.

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