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The UNTHINKABLE is About to Happen to Stocks
Mar 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.
