Now I am confused

Summary

• The post expresses confusion over conflicting geopolitical signals: the US seemingly assisting Iran with supplies after a conflict, and the implications for control of the Strait of Hormuz.
• The author's core thesis is that conflicting actions (attack then aid) create uncertainty on whether geopolitical risk is increasing (adding market volatility) or ending (allowing a refocus on AI growth).
• Quality assessment: Speculation / Noise. The post is based on rumors and personal interpretation of unfolding geopolitical events with no concrete data or sourcing.