$BP PLC(BP)$ Adding a small position just in case tension escalates. BP is likely to rise during times of war, especially if the conflict impacts oil-producing regions or supply chains. This occurs because wars often disrupt global oil supply, causing prices to rise due to reduced output or trade restrictions. As a major oil company, BP benefits from higher oil prices, which can significantly increase its revenue and profitability.
$GameStop(GME)$ Adding a small position. GameStop has improved its balance sheet, carrying a strong cash position with little debt. This gives the company flexibility for future investments in its business transformation and potential acquisitions.
$ARM 20241025 140.0 PUT$ Growing AI and Cloud Computing Demand. As AI, cloud computing, and edge computing demand more advanced processors, ARM’s low-power, efficient designs are becoming increasingly important. This could drive long-term growth.