Feb. 28 at 2:31 PM
$AVGO $META $NVDA just my 2 cents. Midnight Hammer (June 2025 strike on Iran's nuclear facilities), was a fundamentally different operation. That was a targeted strike with a defined time period, this operation, as per all reports, will run much longer with larger naval + air brute force and essentially a mandate to weaken the regime to the point where it can be replaced.
Usually, the one and done strike like June is better for markets because it's a predictable dump and the V shape is just as violent. However, over a drawn out scenario like this, it's harder for the market to price in outcomes which means, yes, Monday will be violent but keep in mind there are no boots on the ground here, despite the longer operation, it's still meant to be relatively quick not a full blown war. In the interim while the situation is ongoing, Western Nuclear like
$LEU &
$CCJ are massive beneficiaries over the next few weeks as supply bottlenecks and fear premium is built into them. Continuing below:
