Everyone's fixated on (https://www.cnbc.com/2026/07/01/oil-prices-brent-wti-crude-trump-iran.html), and energy traders are pricing it as a 1-2 quarter duration blip. But here's what's getting buried: (https://www.marketwatch.com/story/why-its-too-early-to-call-a-top-on-semiconductor-stocks-according-to-these-highly-regarded-analysts-bb1139d4?mod=mw_rss_topstories).

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