Hitender Gujral

Retail banker | Mastering money, budgeting & investing for financial freedom 💰

[Hitender Gujral @wages2wealth]

This analysis aged pretty well given the West Asia war.

Please subscribe and forward to your network if like such content.

https://t.co/BW48GwaC0c

[Hitender Gujral @wages2wealth]

History shows the pattern:

• Oil = short-term geopolitical spike
• Gold = long-term hedge against instability

Oil reacts to supply shocks.
Gold reacts to fear, currency risk, and central bank buying.

That’s why crises often leave gold higher long after oil cools.

[Hitender Gujral @wages2wealth]

During wars, oil spikes fast… then crashes.
Supply fears push crude up briefly, but once production stabilises prices fall.

Gold behaves differently.
It rises on uncertainty and often holds value long after the crisis.

Watch: $GLD $SGLN vs $XOM $CVX

Fear spike vs value

[Hitender Gujral @wages2wealth]

Modern wars are increasingly tech-driven.

Autonomous drones, AI targeting, missile defence and trauma care are scaling fast.

Secondary names to watch: $BAESY $GD $HII $UNH $ELV

Conflicts reshape supply chains and capital flows.

[Hitender Gujral @wages2wealth]

War is tragic, but markets reprice risk fast.
The Iran conflict could accelerate spending on drones, missile defence, and battlefield healthcare.

Watch: $LMT $NOC $RTX $KTOS $AVAV $ONDS $PLTR

Geopolitics → defence budgets → sector winners.

[Hitender Gujral @wages2wealth]

@Trade_Velocity Yes I agree. Especially Sandisk is on an amazing run. Markets seem to have no impact on its bull run.

[Hitender Gujral @wages2wealth]

AI stocks are having a rough ride and that’s exactly when discipline matters.

Memory + AI infra leaders like $MU $IREN $NBIS are repricing risk. Key is to invest consistently. Drop your thoughts about these key players in the AI ecosystem.

[Hitender Gujral @wages2wealth]

@Trade_Velocity Yes I completely agree. Which other players are you watching in this space?

[Hitender Gujral @wages2wealth]

Please subscribe and forward to your network if you like such content.

https://t.co/1RDAQ4DOcz

[Hitender Gujral @wages2wealth]

Trump’s policies are reshaping energy markets and investors are paying attention.

This video breaks down how Trump-era energy policy impacts energy stocks, oil & gas companies, and sector rotation.

#Energyinvestment

https://t.co/xqqgiT2C2R

[Hitender Gujral @wages2wealth]

Trump. Venezuela. Iran.

This isn’t noise; it’s a defence spending signal.

Rising geopolitical risk historically drives aerospace & defence budgets higher.

Names positioned to benefit:
• $LMT
• $ONDS
• $RTX

Geopolitics → budgets → earnings.

Drop your thoughts below.

[Hitender Gujral @wages2wealth]

Healthcare stocks are pulling back and sentiment is turning negative.

But demand doesn’t disappear:
• Scale & cashflows → $UNH
• Obesity & diabetes leadership → $LLY
• Disruptive insurance model → $OSCR

Looks more like rotation than fundamentals breaking. Are you buying?

[Hitender Gujral @wages2wealth]

AI isn’t just chips; memory has been a quiet monster trade.

Past 12 months:
• $MU (Micron) ↑ ~ 354%
• $SNDK (Sandisk)↑ ~1500%
• $WDC ( Western Digital) ↑ ~408%

AI capex = real demand for DRAM & storage.
Infrastructure beats hype.

[Hitender Gujral @wages2wealth]

Silver $SLVP just had its worst single day in 46 years.
Gold $SLGP sold off too.

That’s panic + forced selling and not broken fundamentals.

Silver’s industrial demand (solar, EVs, data centres) hasn’t changed.
This is volatility, not thesis failure.

Are you still buying?

[Hitender Gujral @wages2wealth]

Look at silver go. Today it has touched $110.

Please see my detailed views below and subscribe if you like such content.

Silver Up 165%: Is It Too Late To Buy Now? https://t.co/1L1sN4rlEd

$SLVP $SGLP $SPPP #PreciousMetalInvesting

[Hitender Gujral @wages2wealth]

$USAR isn’t alone.
Watch the knock-on effect across the rare earth space:
• $MP – established US production
• $CRML – earlier-stage, higher risk
This is supply-chain geopolitics turning into investable trends. Position sizing matters.

[Hitender Gujral @wages2wealth]

Did you see $USAR today?
This isn’t just a stock move; it’s policy.
The US government stepping in as a stakeholder signals how critical rare earths are becoming for defence, EVs, and energy security. Capital follows strategy.

[Hitender Gujral @wages2wealth]

Sectors that might see impact from the US-Venezuela situation:
• Energy & oil majors → $XOM $CVX
• Defence & security → $LMT $RTX
• Commodities hedges → $GLD $USO

Remember, volatility and policy risk remain high.

[Hitender Gujral @wages2wealth]

The U.S.–Venezuela crisis is reshaping geopolitics and energy markets. With Venezuela’s president captured and oil exports in limbo, global risk sentiment is elevated. Energy supply uncertainty and geopolitical risk are now real drivers for markets in 2026.

[Hitender Gujral @wages2wealth]

Sectors that could benefit from the Greenland theme:
• Defence & aerospace → $LMT $RTX
• Rare earths & critical minerals → $MP $LYC
• Energy & LNG infrastructure → $XOM $EQNR

High risk, long horizon; diversification matters.

[Hitender Gujral @wages2wealth]

Greenland is becoming a strategic hotspot ; not just geopolitics, but resources.
Melting ice + global competition = focus on rare earths, energy security, and defence.
Markets are watching long-term supply chains, not headlines.