Palantir (PLTR) is presented as a unique 'unicorn stock' that benefits from both defense sector exposure (50% of business) and AI/tech innovation (50% of business), making it a strong performer during geopolitical chaos and long-term growth.
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The US Iran Conflict Will Make (Smart) Investors Rich
Tom NashMar 15, 2026
The creator discusses how geopolitical events, like the US-Iran conflict, can be opportunities for smart investors to build generational wealth. He advises against short-term trading and gambling on volatile assets like oil, instead advocating for long-term investment in fundamentally strong companies. He highlights tech stocks, particularly those with AI and defense exposure, as strong performers during times of uncertainty, citing Palantir (PLTR) as a prime example of a "unicorn stock" that benefits from both defense contracts and AI innovation.
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Tickers discussed in this post
Microsoft is identified as a tech giant with strong fundamentals that, despite potential short-term dips during geopolitical crises, is poised for long-term growth.
Nvidia is presented as a prime example of a tech stock that experienced a significant drop during geopolitical conflict but rebounded strongly, offering a great long-term investment opportunity.
Lockheed Martin is mentioned as a defense stock with solid fundamentals that has provided a solid return since the Russian invasion of Ukraine, though not as good as the S&P 500.