Nick Thomson

Custom Installer & Director of Connected AV Ltd. Control4, Loxone, KNX, Multiroom Audio, Home Cinema, Lighting & Heating Control.

[JEFE TRADES 🔪 @JEFETRADES]

THE CHEAPER THE BETTER, DONT SLEEP ON IT🛑

$AVGO dumped $120+ over the past 48hrs and I still think thats a great stock BUT IT OPENED THE DOOR... $MRVL ALSO dropped $60 from highs but now providing GREAT opportunities here.

Custom Chips + Connectivity = ABSOLUTE JUICER👇

[JEFE TRADES 🔪 @JEFETRADES]

MASSIVE BREAKOUT 40-50% UPSIDE HERE🚀

$IREN Secured a 1.6 BILLION DOLLAR DEAL with $DELL today... This story is ALL TO FAMILIAR of a stock we all know and love NEBIUS! The chart is very similar as well, the Nebius market cap is $53b with Iren at $23.5b

MAJOR OPPORTUNITY 👇

[JEFE TRADES 🔪 @JEFETRADES]

Shoutout to everyone who is believing Trump on Peace incoming and a deal being made with Iran.

Ignore the Marines literally on their way there, Israel stating THEY decide when the war is over, and Iran LITERALLY doing more damage.

[JLoc @JohnLoc18]

It’s over $SPY

[JEFE TRADES 🔪 @JEFETRADES]

NATO hates TRUMP, Oil to $100+ SOON🛢️

PAY ATTENTION👇
i want to break down what's actually happening right now because this is the most important story in markets and most people aren't paying attention to it.

the strait of hormuz is still shut down. near-zero commercial traffic. only 3 outbound vessels on march 15, zero inbound. the most important energy chokepoint in the world has been effectively closed since the US and israel launched strikes on feb 28. that's almost three weeks now.

today israel announced they killed ali larijani. iran's top security official. highest ranking iranian killed in this entire war. also claiming they got iran's basij commander. if that's confirmed, expect retaliation. this is not de-escalating.

here's what iran is doing and why it matters for your portfolio.

their strategy is simple. if they can't use hormuz, nobody's workaround is safe either. they're systematically targeting every alternative route.

the UAE is getting destroyed right now.

shah gas field got droned. operations suspended. this is the world's largest ultra-sour gas development. 1.28 billion cubic feet per day capacity. joint venture between abu dhabi national oil and $OXY. that's offline.

fujairah oil zone is on fire after a drone attack. this one is huge. fujairah is the UAE's only crude export route that bypasses hormuz. the pipeline running into it handles 1.5 million barrels per day. iran is literally attacking the backup plan.

another tanker hit 23 nautical miles east of fujairah. that makes six vessels struck in and around the persian gulf last week alone.

dubai airport got shut down after an iranian drone hit a fuel tank nearby. airspace just reopened today.

now here's where it gets worse.

trump asked NATO to send warships and help reopen the strait. france said "we are not a party to this conflict. france will never take part in operations to open hormuz." NATO broadly said no. trump is now backtracking saying "we don't need any help." he also delayed his china visit to stay focused on this.

meanwhile china is negotiating directly with iran for safe passage for crude and qatari LNG. saudi arabia is rerouting exports to red sea infrastructure. bloomberg reported a growing armada of tankers looking for the workaround. but iran is hitting that too.

bessent confirmed the US is letting iranian tankers through the strait "to supply the rest of the world." so iran's own ships are moving freely. everyone else is frozen. think about that for a second.

here's what's moving on the ticker side.

energy is ripping. $XOM and $CVX both up 5-7% since the war started. oil company shares hitting all-time highs. $OXY directly exposed through the shah gas field that just got droned. diesel topped $5/gal for the first time since 2022. brent crude pushing higher every day. iran warned prices could hit $200 a barrel.

defense is in a supercycle. $LMT hit an all-time high at $692 and is sitting on a record $194 billion backlog. the US committed $20.4 billion to munitions restocking. bernstein says $LMT and $RTX are the top plays for the ammo replenishment cycle. $NOC and $KTOS also in the mix.

on the other side, airlines are getting crushed by jet fuel costs and middle east route disruptions. shipping and logistics names dealing with rerouting chaos. $HON warned today about potential revenue delays from middle east shipping disruption, down 3.7% since the conflict started.

the broader market is trying to buy the dip. S&P up 0.7% today. but this oil backdrop is a problem for everything. higher energy costs feed straight into inflation, margins, and consumer spending. goldman is warning that higher oil and greater uncertainty should "cut short the cyclical economic acceleration" they were expecting for 2026.

FOMC two-day meeting starts today. expected hold at 3.50-3.75%. the real story is tomorrow's dot plot and projections. consensus is slower growth, stickier inflation. oil at these levels makes that picture worse.

this war is repricing energy, defense, inflation expectations, and global trade routes in real time. pay attention to it.

[Nick Thomson @ngt01]

@Amazonian_2020 @edinburghpaper I call BS on that story. Check the dates on the article

[WAGO UK & Ireland @WAGOUK]

We have one of our BRAND NEW 2773 Series L-BOXX's to #give-a-way! Includes 730 pcs of our 2773 Series connectors, suitable for 4mm² / 32A (solid & 7-st).

Winner will be picked at random & announced on the 21st Aug 2020.

T&C's apply https://t.co/Hr4sEf4OSt

#4FOR40 #wago

[Nick Thomson @ngt01]

😂😂😂

[Football Tweets @FutballTweets]

Can’t stop watching this. 😂

[John McAfee @officialmcafee]

I was stunned by Epstein's suicide, though probably not as much as Epstein himself.

[Connected AV Ltd @ConnectedAV]

Recent lighting commissioning job for ⁦@ModeLighting⁩. Lots of #dmx colour changing and smart partition logic to allow hotel to modify areas for events #lightingdesign

[Connected AV Ltd @ConnectedAV]

Off to London for a site visit on latest #knx project in Kensington. Lots of lighting, heating, AC control integration with @LoxoneUK

[Connected AV Ltd @ConnectedAV]

Nice day and a rather nice house for some #dali programming on a ⁦@ModeLighting⁩ system

[Connected AV Ltd @ConnectedAV]

Media Room upgrade completed with @NEEO remote @hometechgallery

[Nick Thomson @ngt01]

@OneAVLtd @CEDIA_EMEA @ScotRugbyHosp @JustAddPowerHD @murideotweets @NEEO @HDanywhere @PixelgenDesign @danieladams3 @benhayes100 Good talking to the guys on the stand and looking forward to testing out the @NEEO remote on a current project

[Nick Thomson @ngt01]

@KNXUK @bemcoelectrical @voltimumuk Always great help from Michael with any KNX orders

[Nick Thomson @ngt01]

@3eelec @nwalestweetsuk @AngleseyScMedia Check out @ekinex_knx’s range of switches. Worth a look

[Customised Home Technology @customised]

It's mad that the most comprehensive #homeautomation system is also the most cost effective. @LoxoneUK are leading the way in pro #smarthome

[Connected AV Ltd @ConnectedAV]

Written by us for @ibuildmagazine - Essential guidance on installing a home cinema in your self-build https://t.co/BdhzPAGYzo

[Scottish Rugby @Scotlandteam]

What a moment! #AsOne https://t.co/HzK2s2iSgc