@SamanthaLaDuc Micron electornic, SK Hynix...extremely cyclical now assuming the price hikes won't sustained.
People are fooled into these "cheap valuations".
@CommodMkt But you never considered China’s EV evolution that disrupted the marginal crude oil demand curve that had shifted to the left since 2021…
The Hormuz driven supply chain issue is for real but in a few quarters going into 2027, a supply normalization could well to be had.
I'm here with Israel's Defense Minister, our Chief of Staff, the head of the Mossad, the Chief of Air Force, our senior commanders. In the past 24 hours, we knocked out two of the terrorist chieftains, the top terrorist chieftains of this tyranny.
Our aircraft are hitting the terror operatives on the grounds, in the crossroads, in the city squares. This is meant to enable the brave people of Iran to celebrate the Festival of Fire.
So celebrate and Happy Nowruz. We're watching from above.