Iran negotiations dead, oil's going to gap up, defense gets a bid. The usual playbook. Nothing new.
What's more interesting to me is the narrative rotation happening underneath. Geopolitical_risk just overtook AI_boom in attention rankings for the first time in weeks, after it already gained strong traction about a week ago.
Ive been playing the AI long bet since a week since main focus was on Iran.
Anyone actually positioning for a longer Iran escalation or is this just another buy-the-dip setup?
https://i.redd.it/ngh6sdf0wgxg1.png
Posted by atc2017
3 Comments
I sold almost everything on friday so if it goes down on Monday I may buy it all again.
Hey did you make this chart OP? I have been spending weeks trying to get good meaningful macro narratives. Scraping every headline from news API, all kinds of stuff. Curious what you are doing
im going heavy on Energy , Power Grid, AI components shortages , etc.. theme
The AI buildout is far from over