2 ideas from this batch

Geopolitical oil spike meets reopening supply — short the oil bounce

The latest U.S. strikes on Iran are driving a knee-jerk rally in oil markets. However, combining this with the news that the Strait of Hormuz is reopening and Saudi Arabia is preparing to slash prices suggests the supply fears are overblown

Micron proves AI demand is booming while tech sells off — buy the dip in semis

Despite Micron confirming that AI demand is stronger than ever, large-cap tech stocks are tumbling. This divergence — great fundamentals but falling prices — signals that investors are fatigued by big tech valuations and are looking elsewhe