2 ideas from this batch

Tanker attacks spark sudden oil panic after a brutal quarter — buy the wash-out

Oil prices have been crushed this quarter, setting up a very washed-out baseline. However, recent news of a tanker carrying Qatari crude being hit in the Strait of Hormuz introduces severe supply risk. By combining the historically weak qua

Pentagon spending hits record highs just as the Fed warns on AI inflation — long defense tech

There is a stark divergence in the market right now. The AI-driven Magnificent Seven stocks are losing trillions in value as the Fed explicitly calls out AI spending as a driver of inflation. Meanwhile, AeroVironment just reported record ea