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TOP 10 STOCKS TO WATCH (Iran Conflict)
Markets open Monday to a new world.
Khamenei is dead. Iran is retaliating across the Middle East. The Strait of Hormuz is under threat. Oil is heading to $80+ at minimum.
Here's what I'm watching:
1. $RTX - Patriot and THAAD missile defense systems are being used right now. This is the most direct beneficiary of sustained conflict.
2. $LMT - Missiles, fighter jets, and munitions. Extended operations mean extended resupply contracts.
3. $AVAV - The most pure-play tactical drone company. Every modern conflict proves drones win wars.
4. $KTOS - Autonomous combat aircraft and drone defense. Pentagon spending on unmanned systems is only accelerating.
5. $ONDS - Autonomous systems and industrial wireless for defense applications. Still under the radar.
6. $PLTR - Defense AI and intelligence analytics. When the U.S. military needs real-time decision-making at scale, Palantir is embedded.
7. $XOM - Integrated oil major. If Strait of Hormuz disruption persists, oil goes to $100. Exxon prints cash at these levels.
8. $OXY - U.S. shale producer. Domestic production becomes more valuable when Middle East supply is at risk.
9. $CRWD - Cyber retaliation from Iran is almost guaranteed. CrowdStrike protects the most critical government and enterprise networks.
10. $RKLB - Defense launch services and space infrastructure. Satellite demand spikes during active conflict for ISR and communications.
Monday will be volatile. Have your watchlist ready before the open.
Not financial advice. DYOR.