2 ideas from this batch

Middle East conflict disrupts oil routes while megabanks get stress-test green light — rotate into energy and financials

The U.S. strike on Iran over a Strait of Hormuz ceasefire violation directly threatens global oil supply, pushing crude prices higher. Simultaneously, the stress test results allowing massive bank buybacks provide a safe haven in financials

Micron confirms massive AI memory demand but the whole sector is plunging — buy the chip dip

Micron's blowout earnings confirmed $100 billion in locked-in AI memory demand, validating the secular growth story for memory chips. However, a separate global tech sell-off has dragged Micron, Nvidia, and SanDisk down, with Korean chip st