MBCC TH 17th Jul'26 - "Trump hits Iranian infrastructure, the gloves are off! Is China killing off the AI/capex cycle with its lower cost pricing - ROTATION OUT OF SEMIS INTO MAG7?"

There is chaos everywhere as Kospi/Semis enter a bear market. China comes out with cheaper versions of token pricing, is there a start of what it did to the EV market for the western world?

All while the US/Trump launches a full scale war against Iran because “they tried to control the flow of Oil in Hormuz” and breaking the MoU entirely..

WHAT IS NEXT FOR MARKETS / OIL / EQUITIES / TECHNOLOGY? Is this the 2000 moment?