CommonQuant
Breaking research

4 ideas from this batch

Published 2026-07-08T21:48:30.562865Z

Ideas in this batch

US blocks Iranian oil while the dollar hits decade-highs — ride the double tailwind in domestic energy
The collapse of the US-Iran ceasefire and the US blockade of Iranian oil sales create a direct supply shock in the energy market. This is happening at the exact same time investors are crowding into the US dollar, expecting the Federal Rese
Middle East chaos sends oil surging — ride the energy rally
The military conflict with Iran is escalating rapidly, with Trump confirming a ceasefire is over and the US actively striking 80+ sites while revoking Iran's oil export licenses. Oil is surging over 5% as a direct result of these supply dis
Nvidia crashes to pre-AI prices while AI demand stays red-hot — contrarian bounce play on NVDA
Bloomberg reports that Nvidia has lost roughly $1 trillion in market value, pushing its valuation back to pre-AI boom levels. This massive sell-off is creating a situation where the stock might be heavily discounted. However, the underlying
EV and fuel cell stocks flooding the market with new shares — short the dilution
We are seeing a dangerous pattern for speculative green energy companies: they are issuing massive amounts of new stock to raise cash, which heavily dilutes the value of existing shares. Rivian dropped 14% on a 75 million share offering, an
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