2026-05-26：WTI Crashes Despite Iranian Strikes: The Geopolitical Premium Unwinds as the 'Other 493' Inherit the Bull Market

Oil should have jumped. Instead, WTI slid toward $90 while geopolitical headlines stayed tense, and that single contradiction may reveal the market’s real bet. In this episode, we unpack why the war premium is unwinding, why Exxon may be losing its cushion, and why the bull market’s next chapter could belong to the “Other 493” rather than the usual mega-cap heroes. Micron’s story gets sharper after Xiaomi’s profit collapse exposes the brutal memory crunch, while Nvidia’s record $81.6 billion quarter raises a surprising question: can a company beat spectacularly and still need a breather? Add a CAPE ratio near 40, a 10-year yield around 4.62%, and an equal-weight rally getting warm, and the setup gets fascinating. Full report: https://deepmarket.report/en/report/us_stocks/2026-05-26