Jul 28, 2026 commentary

Bipartisan Ethics Talks Revive Clarity Hopes as Miners Approach a Tactical Bottom

Conviction

Fresh signs that senators from both parties are quietly reworking the Clarity Act’s ethics language revived hopes for an eventual deal, while a resilient market reaction to an SK Hynix earnings miss suggested a great deal of bad news is already priced into AI infrastructure — setting up a possible tactical bottom for miners heading into a decisive stretch of earnings and the FOMC.

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