War Creates Wealth
Most people don’t realize this:
• WWII → +50%
• Korea → +31%
• Vietnam → +43%
• Gulf War → +20%
• Iraq War → +27%
Since WWII, stocks have been higher 1 year after conflict 73% of the time.
Iran War could create a generational opportunity.
Most people don’t realize this:
• WWII → +50%
• Korea → +31%
• Vietnam → +43%
• Gulf War → +20%
• Iraq War → +27%
Since WWII, stocks have been higher 1 year after conflict 73% of the time.
Iran War could create a generational opportunity.
✍1
TOP 5 TURNAROUND Stocks 🔥
$HIMS (Hims & Hers Health) Telehealth platform connecting people to licensed providers for personalized treatments and subscriptions in areas like hair loss, erectile dysfunction, weight loss, mental health, skincare, and more.
$FIG (Figma) Collaborative, browser-based design tool for teams to create, prototype, and build user interfaces, websites, apps, and digital products with real-time editing and AI features.
$BTQ (BTQ Technologies) Quantum technology company developing post-quantum cryptography solutions, hardware, and software to secure data, networks, and blockchain against future quantum computing threats.
$TTD (The Trade Desk) Independent demand-side platform (DSP) for programmatic advertising, helping advertisers buy and manage digital ad inventory across connected TV, display, video, audio, and more with data-driven targeting.
$SMR (NuScale Power) Developer of small modular nuclear reactors (SMRs), scalable, factory-built, advanced nuclear technology for clean, reliable power generation, especially for utilities and data centers.
$HIMS (Hims & Hers Health) Telehealth platform connecting people to licensed providers for personalized treatments and subscriptions in areas like hair loss, erectile dysfunction, weight loss, mental health, skincare, and more.
$FIG (Figma) Collaborative, browser-based design tool for teams to create, prototype, and build user interfaces, websites, apps, and digital products with real-time editing and AI features.
$BTQ (BTQ Technologies) Quantum technology company developing post-quantum cryptography solutions, hardware, and software to secure data, networks, and blockchain against future quantum computing threats.
$TTD (The Trade Desk) Independent demand-side platform (DSP) for programmatic advertising, helping advertisers buy and manage digital ad inventory across connected TV, display, video, audio, and more with data-driven targeting.
$SMR (NuScale Power) Developer of small modular nuclear reactors (SMRs), scalable, factory-built, advanced nuclear technology for clean, reliable power generation, especially for utilities and data centers.
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UAE MoD footage shows AH-64E Apaches shooting down multiple Iranian Kamikaze attack drones over the Persian Gulf.
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Ukrainians are the best at drones and counter-drone systems
There’s no way around it
$RCAT, $ONDS, $DPRO, $ZENA, $JFB will have to find a niche to have a place in the market (airport security, integration with established platforms, AI software, higher-end products)
There’s no way around it
$RCAT, $ONDS, $DPRO, $ZENA, $JFB will have to find a niche to have a place in the market (airport security, integration with established platforms, AI software, higher-end products)
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🇮🇷🇮🇱 It costs Iran approximately $50,000 to produce a drone, while Israel spends only $3 to intercept one.
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Engineers at Massachusetts Institute of Technology 3D printed a working electric motor in just 3 hours.
🇨🇭 Global One SI - Prompt
$IBRX will Saudi approve it for all cancer types? if that happens this could be a crazy one and 20x would not shock me be patient and let it play out
$IBRX 2025 Anktiva Math:
3,745 Vials → $113M net revenue
$30k net per vial
~8 vials/patient → 468 patients
~$241k net per patient
for bladder cancer mostly, US only
Now Scale to #thousands of patients across EU30, UK, Saudi, MENA ..
+lung cancer
+new indications (various tumor types, lymphopenia treating variety of
other diseases .. )
… 📈👀
3,745 Vials → $113M net revenue
$30k net per vial
~8 vials/patient → 468 patients
~$241k net per patient
for bladder cancer mostly, US only
Now Scale to #thousands of patients across EU30, UK, Saudi, MENA ..
+lung cancer
+new indications (various tumor types, lymphopenia treating variety of
other diseases .. )
… 📈👀
✍1
Market Leaders - My Watch List:
$VRT Vertiv – Data center power infrastructure
$POWL Powell Industries – Electrical infrastructure
$LITE Lumentum – Optical components & 3D sensing
$AAOI Applied Optoelectronics – Optical transceivers, AI datacenter
$SNDK SanDisk – NAND flash storage
$MU Micron – AI memory cycle leader
$FN Fabrinet – Precision optical manufacturing
$ASML – Irreplaceable EUV monopoly
$LRCX Lam Research – Etch/deposition dominance
$CIEN Ciena – Optical networking backbone
$COHR Coherent – Laser/optical components
$GLW Corning – Fiber & display glass
$STX Seagate – Storage recovery play
$AEIS Advanced Energy Industries – Precision power
$VICR Vicor – Power conversion efficiency
$VIAV VIAVI Solutions – Network test & measurement
$KLIC Kulicke & Soffa – Semiconductor packaging
$CAMT Camtek – Inspection equipment
$IAG IAMGOLD – Gold mining & exploration
$CDE Coeur Mining – Silver & gold producer
$ICHR Ichor – Semiconductor fluid delivery systems
$UCTT Ultra Clean Holdings – Semiconductor parts & services
$AUGO Augo – AI-powered autonomous systems
$PL Planet Labs – Satellite imaging & geospatial data
$ASTS AST SpaceMobile – Satellite broadband network
$RKLB Rocket Lab – Small satellite launch & spacecraft
$VRT Vertiv – Data center power infrastructure
$POWL Powell Industries – Electrical infrastructure
$LITE Lumentum – Optical components & 3D sensing
$AAOI Applied Optoelectronics – Optical transceivers, AI datacenter
$SNDK SanDisk – NAND flash storage
$MU Micron – AI memory cycle leader
$FN Fabrinet – Precision optical manufacturing
$ASML – Irreplaceable EUV monopoly
$LRCX Lam Research – Etch/deposition dominance
$CIEN Ciena – Optical networking backbone
$COHR Coherent – Laser/optical components
$GLW Corning – Fiber & display glass
$STX Seagate – Storage recovery play
$AEIS Advanced Energy Industries – Precision power
$VICR Vicor – Power conversion efficiency
$VIAV VIAVI Solutions – Network test & measurement
$KLIC Kulicke & Soffa – Semiconductor packaging
$CAMT Camtek – Inspection equipment
$IAG IAMGOLD – Gold mining & exploration
$CDE Coeur Mining – Silver & gold producer
$ICHR Ichor – Semiconductor fluid delivery systems
$UCTT Ultra Clean Holdings – Semiconductor parts & services
$AUGO Augo – AI-powered autonomous systems
$PL Planet Labs – Satellite imaging & geospatial data
$ASTS AST SpaceMobile – Satellite broadband network
$RKLB Rocket Lab – Small satellite launch & spacecraft
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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🚨Trump Says Oil Will Drop Fast
The Physical Market Says Otherwise.
Markets open in few hours.
Trump says the oil spike will be “short” and prices will fall very fast.
But this weekend the physical market worsened:
💥 What happened
• Strikes on Iranian refineries and Tehran fuel depots
• Kuwait declared force majeure, shutting in production
• UAE trimming output as storage fills
• Ras Tanura refinery reportedly shut
• Hormuz traffic ~80% down
This is not just geopolitics anymore.
It is real supply disruption.
Previous Iran escalation weekends saw Brent gap +6–8% in Asian trading.
Analysts estimate +$5–10 per escalation as traders price actual Gulf supply loss.
Right now markets see:
→ Production shut-ins
→ Refinery damage
→ Tanker traffic collapsing
Oil markets don’t price political statements.
They price physical flows.
#oott #Trump
The Physical Market Says Otherwise.
Markets open in few hours.
Trump says the oil spike will be “short” and prices will fall very fast.
But this weekend the physical market worsened:
💥 What happened
• Strikes on Iranian refineries and Tehran fuel depots
• Kuwait declared force majeure, shutting in production
• UAE trimming output as storage fills
• Ras Tanura refinery reportedly shut
• Hormuz traffic ~80% down
This is not just geopolitics anymore.
It is real supply disruption.
Previous Iran escalation weekends saw Brent gap +6–8% in Asian trading.
Analysts estimate +$5–10 per escalation as traders price actual Gulf supply loss.
Right now markets see:
→ Production shut-ins
→ Refinery damage
→ Tanker traffic collapsing
Oil markets don’t price political statements.
They price physical flows.
#oott #Trump