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The UNTHINKABLE is About to Happen to Stocks
Tom NashMar 5, 2026
The creator discusses how geopolitical conflict in Iran creates a massive opportunity for disciplined investors, specifically highlighting Palantir as a primary beneficiary due to its defense and technology ties.
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Tickers discussed in this post
Vertiv is a primary beneficiary of the cooling requirements for AI data centers.
Constellation Energy is a key play for powering the massive energy needs of AI.
ASML holds a literal monopoly on the lithography machines required for AI chips.
Zscaler is highlighted as a core cybersecurity component of the AI era.
Crowdstrike is a top-tier cybersecurity pick for the next decade.
AMD is a massive business that can thrive alongside Nvidia in the AI chip market.
Arista is a key connectivity play within the AI infrastructure ecosystem.
TSMC is a global monopoly in semiconductors with diminishing geopolitical risks.
Oracle has massive potential as it migrates its database clients to its own cloud.
Microsoft Azure is a core component of the AI infrastructure dominance list.
Amazon is a top cloud play that has lagged in price despite its market-leading position.
Nvidia remains the essential provider of AI building blocks through its GPU dominance.
Google's shift to vertical integration and TPU development is driving massive cloud growth.
Tesla is positioned to lead the global robotics market through deep vertical integration.
Palantir is expected to see sustained growth and price spikes over the next 12 months driven by government contracts and tech exposure.