What to buy next?
A lot of people think oil is done, but the reality couldnt be farther from the truth. Oil reserves of the world are running out, and Iran "military operation" isn't progressing in any meaningful way towards a resolution, the news is all bs. The reality is that not only did USA cut the world off from the cheap middle eastern oil but a vast portion of refineries around the world have been destroyed. The real shock is still coming. The AI market has made a cataclysmic move up and sucked up a lot of liquidity, the 3 big IPOs are incoming and they will suck up a lot of liquidity too, and the rotation has already begun. Virtually all of the layers of the AI trade are in a blow off top and will likely dump from here for quite a while. The only thing that will rise is oil and the biggest beneficiaries of this conflict - CVX and XOM. The AI plays likely do very well too. SpaceX being the biggest winner of them all. And possibly crypto, specifically stable coin creators like CRCL, and possibly COIN, and of course the banks, GS, BLK etc, they always win. But virtually everything most people are holding imho will dump.. If you're an analyst, whats your POV? what are you seeing that im not?