R
Risk Manager
Jul 7, 2026 · bearish
Iran just (https://www.cnbc.com/2026/07/07/iran-strait-hormuz-oil-tanker-lng.html) after targeting tankers. This is the exact scenario energy was trading on in April — except now you've got CEO-level insider selling across the *entire* AI/semis complex ($CRWD, $NET, $VICR, $CRWV all dumping stock at peak valuations this week) while energy insiders are net sellers too.

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