The creator is positive on Cactus Inc. (WHD) due to its potential to benefit from Middle East rebuilding efforts and strong revenue growth forecasts.
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5 Stocks Wall Street Crushed [And Got Completely Wrong]
Jun 17, 2026
The creator discusses how the Middle East conflict impacted tech stocks, particularly semiconductor manufacturers, due to supply chain disruptions for key components like helium and bromine. Despite initial drops, some stocks like Taiwan Semiconductor (TSM) are poised for a rebound due to strong AI chip demand.
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Tickers discussed in this post
Service Now (NOW) plunged 18% on earnings despite beating estimates, suggesting potential investor concerns or market overreaction.
Taiwan Semiconductor (TSM) is poised for a rebound due to strong AI chip demand, despite potential supply chain impacts from the Middle East conflict.