(https://www.marketwatch.com/story/stocks-rally-when-congress-goes-on-summer-break-here-is-the-hidden-reason-e70a6be3?mod=mw_rss_topstories) because regulatory uncertainty drops. Fine — but that's a misdirection. The real friction isn't in D.C. right now, it's in Taiwan and the geopolitical supply chain. SK Hynix just lined up [cornerstone investors for a U.S.

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