Jun. 14 at 10:16 PM
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[High Beta] I have profiled several small bio-technology companies over the weekend; however, the apparent conclusion of the Iran/US conflict should hit the commodity oil markets heavily and drive a material reversal/continuation on high-risk (small/mid cap) stocks near term, IMO. Crypto Treasuries, Robotics, AI, Nuclear, Space/Telecom, AI/HPC Infrastructure, QC, eVtoL, EV, AI software/applications, BNPL and AI centered lending, Solar. We will see how the market will react, but it portends favorably (IMO) for small/mid cap stocks in-particular.