Weekly Intelligence Review: May 25–31, 2026

When Verification Beats Conviction: How a Pre-Committed Framework Survived the Hormuz Whipsaw

The Hormuz Strait reopening question resolved twice in opposite directions in one week, whipsawing oil 20% and catching anyone who traded the headlines. Underneath the geopolitical noise, two slower theses turned decisive: AI bifurcation moved from forecast to earnings-confirmed (Snowflake +36%, Dell +757% against Salesforce's reality check), and the co…