Source Post

The UNTHINKABLE is about to happen to Stocks (Iran is the Trigger)

The creator discusses how the conflict in the Middle East is impacting global fertilizer supply chains, leading to price spikes for key components like urea and sulfur. This disruption is expected to benefit certain fertilizer and mining companies, with a focus on phosphate and potash producers. Several stocks are highlighted as potential beneficiaries, including Mosaic (MOS), Intrepid Potash (IPI), Nutrien (NTR), Arian Phosphate (DRRSF), and Nevada Organic Phosphate (NOPFF). The creator also touches on options strategies as a way to amplify returns on these stocks.

Linked Mentions

Tickers discussed in this post

TSLANeutralLow ConvictionResearch Only

Tesla (TSLA) is mentioned as an example used in the options course for real-world strategy walkthroughs.

NVDANeutralLow ConvictionResearch Only

Nvidia (NVDA) is mentioned as one of the stocks where a trader generated income using options strategies.

BABANeutralLow ConvictionResearch Only

Alibaba (BABA) is mentioned as one of the stocks where a trader generated income using options strategies.

AMZNNeutralLow ConvictionResearch Only

Amazon (AMZN) is mentioned as one of the stocks where a trader generated income using options strategies.

SMCINeutralLow ConvictionResearch Only

Super Micro Computer (SMCI) is mentioned as an example of a stock where a trader made significant returns using options strategies.

NTRNeutralMedium ConvictionSignal-backedSecondary

Nutrien (NTR), the world's largest fertilizer company, is mentioned as benefiting from the current trade, with expectations for revenue and earnings growth upgrades.

IPIBullishMedium ConvictionSignal-backedPrimary

Intrepid Potash (IPI), a US producer of muriate of potash, is identified as a penny stock with upside potential due to its role in the fertilizer supply chain and as a domestic source of potash.

MOSBullishHigh ConvictionSignal-backedPrimary

Mosaic Company (MOS) is highlighted as a top pick due to its vertical integration in phosphate fertilizer production, positioning it to capture value from rising prices caused by supply chain disruptions.

Linked Signals

Tracked calls opened from this post

MOS
buy opened Mar 15, 2026
-20.50%