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Is AI really the winner when Iran is booming?
There are crises. One market is still sleeping. FIRST CRISIS: ENERGY SHOCK 🛢 Iran closes the Strait of Hormuz. This choke point transports 20% of the world’s seaborne oil. Japan depends on 72% 🇯🇵 South Korea 65% 🇰🇷 India 50% 🇮🇳 China 50% 🇨🇳 Even a partial disruption causes shockwaves. Three oil tankers are believed to have been affected. The shipping industry has begun to react. Historical regime changes have caused an average oil price surge of 76%. Oil prices spike. Gold prices rise. The USD strengthens due to fears. If the Strait of Hormuz is blocked for two weeks, Asia will be affected first. SECOND CRISIS: SECURITY NIGHTMARE 🚨 Proxy groups threaten U.S. bases across the region. 30,000 to 40,000 U.S. soldiers are within range. Hypersonic capabilities. Drones everywhere. The risk of escalation is spreading. This is not theory. It is happening. Looking at the big picture. The Strait of Hormuz is blocked. Energy risks increase. Regional proxy groups are mobilizing forces. Major powers are quietly recalculating. The market has not fully reflected the value of both shocks simultaneously. When adjustments are made, the market will react quickly 📉 Adjust your positions accordingly.