Iran’s warning is just a fear

Iran’s warning is just a fear strategy towards the commoner. Its military means has been crippled largely and I see that as empty threats.

Energy stocks might be the current leader due to rising oil and gas prices. However, it is volatile and highly unpredictable. The war could escalate and prices could go up but it could also end quickly or even stabilise just like how the Russia Ukraine war is still ongoing but energy prices have already stabilised before this new war.

I won’t rotate out of tech stocks. I see it like what happened during Covid where the longer run tech would still shine and where the growth story really is. I would prefer to buy the dip.

I have not added defensive stocks as growth is limited in the longer term. I prefer to invest for growth for the US market. Defensives stocks are not necessarily less risk as capital gain is traded off.

I won’t ride this trend as there is no telling how long it would last and when u-turn happens.

Escape From US Tech Stocks: Pivot to Defensives as Iran Warns?

The geopolitical risk premium has just been re-priced for the AI era. On March 11, Iran’s state media and the IRGC-affiliated Tasnim News Agency published a chilling manifesto titled "Iran’s New Targets." The document explicitly lists the facilities of Amazon (AWS), Microsoft (Azure), Nvidia, IBM, Oracle, and Palantir in Israel, Dubai, and Abu Dhabi as legitimate military targets. Tehran has framed this as a retaliatory strike against the "infrastructure conflict" initiated by U.S.-Israeli cyberattacks on Iranian financial systems.

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The war could escalate and prices could go up but it could also end quickly or even stabilise just like how the Russia Ukraine war is still ongoing but energy prices have already stabilised before this new war. \n \n \n \nI won’t rotate out of tech stocks. I see it like what happened during Covid where the longer run tech would still shine and where the growth story really is. I would prefer to buy the dip. \n \n \n \nI have not added defensive stocks as growth is limited in the longer term. I prefer to invest for growth for the US market. Defensives stocks are not necessarily less risk as capital gain is traded off. \n \n \n \nI won’t ride this trend as there is no telling how long it would last and when u-turn happens.</body></html>","htmlText":"<html><head></head><body>Iran’s warning is just a fear strategy towards the commoner. Its military means has been crippled largely and I see that as empty threats. \n \n \n \nEnergy stocks might be the current leader due to rising oil and gas prices. However, it is volatile and highly unpredictable. The war could escalate and prices could go up but it could also end quickly or even stabilise just like how the Russia Ukraine war is still ongoing but energy prices have already stabilised before this new war. \n \n \n \nI won’t rotate out of tech stocks. I see it like what happened during Covid where the longer run tech would still shine and where the growth story really is. I would prefer to buy the dip. \n \n \n \nI have not added defensive stocks as growth is limited in the longer term. I prefer to invest for growth for the US market. Defensives stocks are not necessarily less risk as capital gain is traded off. \n \n \n \nI won’t ride this trend as there is no telling how long it would last and when u-turn happens.</body></html>","text":"Iran’s warning is just a fear strategy towards the commoner. Its military means has been crippled largely and I see that as empty threats. Energy stocks might be the current leader due to rising oil and gas prices. However, it is volatile and highly unpredictable. The war could escalate and prices could go up but it could also end quickly or even stabilise just like how the Russia Ukraine war is still ongoing but energy prices have already stabilised before this new war. I won’t rotate out of tech stocks. I see it like what happened during Covid where the longer run tech would still shine and where the growth story really is. I would prefer to buy the dip. I have not added defensive stocks as growth is limited in the longer term. I prefer to invest for growth for the US market. Defensives stocks are not necessarily less risk as capital gain is traded off. I won’t ride this trend as there is no telling how long it would last and when u-turn happens.","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/542796968691232","repostId":0,"isVote":1,"tweetType":1,"viewCount":230,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":787,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/542796968691232"}