Trump Calls for Lower Oil Prices: Is Following Trump the Ultimate Stock Play?

05-08

$Strategy(MSTR)$ Updates on the U.S.-Iran War Conflict Explosions have rocked Qeshm Island in the strategically vital Strait of Hormuz on Thursday, with Iranian state television confirming the blasts erupted amid an active 'exchange of fire.' 'The explosions at the Bahman pier on Qeshm Island occurred during an exchange of fire between Iranian armed forces and the enemy,' an anchor with state TV reported in Farsi. Fox News is reporting that airstrikes are also happening in port city Bandar Abbas in Iran. US officials tell the network that they don't believe this is a 'restarting of the war' or an 'end

Ethan Parker On Markets

03-11

Reject Political Trading: HALO Physical Dominance Is the Only Card for 2026

The TACO Trap: Retail Bets on Politics, Capital Bets on Physics On March 11, crude oil collapsed from nearly $120 to around $90 per barrel. The market quickly labeled the move with a familiar acronym: TACO — Trump Always Chickens Out. Traders started pricing in geopolitical de-escalation. Energy risk premium was dumped aggressively. Capital rotated back into high-valuation tech names, particularly AI application companies and SaaS platforms. This is a retail meat grinder. Political events can create price volatility. They cannot generate free cash flow. Policy signals on social media do not raise return on capital. They do not manufacture transformers or expand power grids. Institutional capital cares about two things only: cash-flow certainty physical barriers to entry The market’s most d

Reject Political Trading: HALO Physical Dominance Is the Only Card for 2026

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Crude oil posted its biggest single-day drop since August 2022.\n\n\n\n\n\n\n\n","image":"https://community-static.tradeup.com/news/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1737428035158,"userCounts":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":f2f8a85d9087473b94ef88804a25cb4f}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":false,"subscriberCount":1,"allowFollow":true,"hasReward":true,"rewardScore":1000,"rewardValidDate":1751212800000,"rewardEnd":true,"symbols":[],"tweetCounts":43,"categoryId":"770db9836d2348e6a2ce970784159449","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"Trump Calls for Lower Oil Prices: Is Following Trump the Ultimate Stock Play?","tweetAmount":43,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"essen","allList":[{"id":561812645478448,"gmtCreate":1778193065268,"gmtModify":1778203434779,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; <a href=\"https://ttm.financial/S/MSTR\">$Strategy(MSTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Updates on the U.S.-Iran War Conflict Explosions have rocked Qeshm Island in the strategically vital Strait of Hormuz on Thursday, with Iranian state television confirming the blasts erupted amid an active 'exchange of fire.' 'The explosions at the Bahman pier on Qeshm Island occurred during an exchange of fire between Iranian armed forces and the enemy,' an anchor with state TV reported in Farsi. Fox News is reporting that airstrikes are also happening in port city Bandar Abbas in Iran. US officials tell the network that they don't believe this is a 'restarting of the war' or an 'end","listText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; <a href=\"https://ttm.financial/S/MSTR\">$Strategy(MSTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Updates on the U.S.-Iran War Conflict Explosions have rocked Qeshm Island in the strategically vital Strait of Hormuz on Thursday, with Iranian state television confirming the blasts erupted amid an active 'exchange of fire.' 'The explosions at the Bahman pier on Qeshm Island occurred during an exchange of fire between Iranian armed forces and the enemy,' an anchor with state TV reported in Farsi. Fox News is reporting that airstrikes are also happening in port city Bandar Abbas in Iran. US officials tell the network that they don't believe this is a 'restarting of the war' or an 'end","text":"$Coinbase Global, Inc.(COIN)$ $Strategy(MSTR)$ Updates on the U.S.-Iran War Conflict Explosions have rocked Qeshm Island in the strategically vital Strait of Hormuz on Thursday, with Iranian state television confirming the blasts erupted amid an active 'exchange of fire.' 'The explosions at the Bahman pier on Qeshm Island occurred during an exchange of fire between Iranian armed forces and the enemy,' an anchor with state TV reported in Farsi. Fox News is reporting that airstrikes are also happening in port city Bandar Abbas in Iran. US officials tell the network that they don't believe this is a 'restarting of the war' or an 'end","images":[{"img":"https://community-static.tradeup.com/news/0f89195e71e08d3cbe6516701643dc7c","width":"5712","height":"4284"},{"img":"https://community-static.tradeup.com/news/d1e319904b10ba2755bee1d1a9f4b59d","width":"1280","height":"720"},{"img":"https://community-static.tradeup.com/news/7260f1941835932a2e98ca911d1a97f5","width":"4284","height":"5712"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/561812645478448","isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":541446489359832,"gmtCreate":1773216927328,"gmtModify":1773292973842,"author":{"id":"3532661892545607","authorId":"3532661892545607","name":"Ethan Parker On Markets","avatar":"https://community-static.tradeup.com/news/2da3692297040fae63555c8ce00dd9d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532661892545607","idStr":"3532661892545607"},"themes":[],"title":"Reject Political Trading: HALO Physical Dominance Is the Only Card for 2026","htmlText":"The TACO Trap: Retail Bets on Politics, Capital Bets on Physics On March 11, crude oil collapsed from nearly $120 to around $90 per barrel. The market quickly labeled the move with a familiar acronym: TACO — Trump Always Chickens Out. Traders started pricing in geopolitical de-escalation. Energy risk premium was dumped aggressively. Capital rotated back into high-valuation tech names, particularly AI application companies and SaaS platforms. This is a retail meat grinder. Political events can create price volatility. They cannot generate free cash flow. Policy signals on social media do not raise return on capital. They do not manufacture transformers or expand power grids. Institutional capital cares about two things only: cash-flow certainty physical barriers to entry The market’s most d","listText":"The TACO Trap: Retail Bets on Politics, Capital Bets on Physics On March 11, crude oil collapsed from nearly $120 to around $90 per barrel. The market quickly labeled the move with a familiar acronym: TACO — Trump Always Chickens Out. Traders started pricing in geopolitical de-escalation. Energy risk premium was dumped aggressively. Capital rotated back into high-valuation tech names, particularly AI application companies and SaaS platforms. This is a retail meat grinder. Political events can create price volatility. They cannot generate free cash flow. Policy signals on social media do not raise return on capital. They do not manufacture transformers or expand power grids. Institutional capital cares about two things only: cash-flow certainty physical barriers to entry The market’s most d","text":"The TACO Trap: Retail Bets on Politics, Capital Bets on Physics On March 11, crude oil collapsed from nearly $120 to around $90 per barrel. The market quickly labeled the move with a familiar acronym: TACO — Trump Always Chickens Out. Traders started pricing in geopolitical de-escalation. Energy risk premium was dumped aggressively. Capital rotated back into high-valuation tech names, particularly AI application companies and SaaS platforms. This is a retail meat grinder. Political events can create price volatility. They cannot generate free cash flow. Policy signals on social media do not raise return on capital. They do not manufacture transformers or expand power grids. Institutional capital cares about two things only: cash-flow certainty physical barriers to entry The market’s most d","images":[{"img":"https://community-static.tradeup.com/news/9857df4d141f51152bbb6012fc230ce5"},{"img":"https://community-static.tradeup.com/news/9aa7ddb7a0ca59b9d33696ed1afa3962"},{"img":"https://community-static.tradeup.com/news/ef9323bbd60e029b861718565b9b2f09"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":33,"commentSize":1,"repostSize":14,"link":"https://ttm.financial/post/541446489359832","isVote":2,"tweetType":1,"viewCount":3473,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5315,"gmtBegin":1773216927325,"gmtEnd":1773821465903,"type":1,"upper":2,"title":"Which sectors offer true HALO alpha?","choices":[{"id":18380,"sort":1,"name":"Heavy-duty power & transformers","userSize":0,"voted":false},{"id":18381,"sort":2,"name":"High-end semiconductor equipment","userSize":2,"voted":false},{"id":18382,"sort":3,"name":"High-density enterprise storage (eSSD)","userSize":1,"voted":false},{"id":18383,"sort":4,"name":"Commodity hedges: agri & fertilizer","userSize":0,"voted":false},{"id":18384,"sort":5,"name":"Energy infrastructure","userSize":2,"voted":false}]},"comments":[{"author":{"id":"3479274761348791","authorId":"3479274761348791","name":"JONESTea","avatar":"https://static.tigerbbs.com/30b0f79d4f29376830c0e69c50604a7b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274761348791","idStr":"3479274761348791"},"content":"Spot on! Physical infrastructure is the future. Long HALO assets.[得意]","text":"Spot on! Physical infrastructure is the future. Long HALO assets.[得意]","html":"Spot on! Physical infrastructure is the future. Long HALO assets.[得意]"}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":450961066430712,"gmtCreate":1751145707099,"gmtModify":1751145711294,"author":{"id":"4181877949416372","authorId":"4181877949416372","name":"AN88","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181877949416372","idStr":"4181877949416372"},"themes":[],"title":"","htmlText":"Yes but when dip and sell when bull","listText":"Yes but when dip and sell when bull","text":"Yes but when dip and sell when bull","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/450961066430712","isVote":1,"tweetType":1,"viewCount":1570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":449223788204760,"gmtCreate":1750700595008,"gmtModify":1750759201035,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/OXY\">$Occidental(OXY)$</a> <a href=\"https://ttm.financial/S/USO\">$United States Oil Fund LP(USO)$</a> <a href=\"https://ttm.financial/S/XLE\">$Energy Select Sector SPDR Fund(XLE)$</a> 💥🛢️📉The War That Crashed Oil: What the Market’s Missing on Iran Risk📉🛢️💥 Missiles are in the air, airspace is closed, bases are bunkered, and yet, oil prices have fallen. Welcome to the most mispriced geopolitical standoff of the decade. Iran just fired six missiles at US installations in Qatar and Iraq in direct retaliation for the weekend strikes on its nuclear facilities at Fordow, Natanz, and Isfahan. The UK followed with a shelter-in-place order. Air defence systems are lit across Ain Al-Asad. Even Qatar, home to the largest US base in the Middle East, has shut its skies. B","listText":"<a href=\"https://ttm.financial/S/OXY\">$Occidental(OXY)$</a> <a href=\"https://ttm.financial/S/USO\">$United States Oil Fund LP(USO)$</a> <a href=\"https://ttm.financial/S/XLE\">$Energy Select Sector SPDR Fund(XLE)$</a> 💥🛢️📉The War That Crashed Oil: What the Market’s Missing on Iran Risk📉🛢️💥 Missiles are in the air, airspace is closed, bases are bunkered, and yet, oil prices have fallen. Welcome to the most mispriced geopolitical standoff of the decade. Iran just fired six missiles at US installations in Qatar and Iraq in direct retaliation for the weekend strikes on its nuclear facilities at Fordow, Natanz, and Isfahan. The UK followed with a shelter-in-place order. Air defence systems are lit across Ain Al-Asad. Even Qatar, home to the largest US base in the Middle East, has shut its skies. B","text":"$Occidental(OXY)$ $United States Oil Fund LP(USO)$ $Energy Select Sector SPDR Fund(XLE)$ 💥🛢️📉The War That Crashed Oil: What the Market’s Missing on Iran Risk📉🛢️💥 Missiles are in the air, airspace is closed, bases are bunkered, and yet, oil prices have fallen. Welcome to the most mispriced geopolitical standoff of the decade. Iran just fired six missiles at US installations in Qatar and Iraq in direct retaliation for the weekend strikes on its nuclear facilities at Fordow, Natanz, and Isfahan. The UK followed with a shelter-in-place order. Air defence systems are lit across Ain Al-Asad. Even Qatar, home to the largest US base in the Middle East, has shut its skies. B","images":[{"img":"https://community-static.tradeup.com/news/5053dd2a77469809396fdb6ad5636761","width":"1116","height":"1358"},{"img":"https://community-static.tradeup.com/news/c2881606cdbf654266275feafda60898","width":"945","height":"756"},{"img":"https://community-static.tradeup.com/news/3678d56218ae58ab8abe1a8d99d7d855","width":"1920","height":"1440"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":65,"commentSize":8,"repostSize":16,"link":"https://ttm.financial/post/449223788204760","isVote":1,"tweetType":1,"viewCount":6645,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4172287591330932","authorId":"4172287591330932","name":"Hen Solo","avatar":"https://community-static.tradeup.com/news/e8f9d57b757c07c87986ef8a0be25085","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4172287591330932","idStr":"4172287591330932"},"content":"🧠💥🚨The fact that oil’s sitting at $72 with missiles flying and Hormuz on the edge is pure mispricing. The macro overlay was spot on too. I’ve added $OXY back to my radar, especially with how undervalued energy still is on a P/E basis. Meanwhile flights being diverted after Iran takes target on US bases","text":"🧠💥🚨The fact that oil’s sitting at $72 with missiles flying and Hormuz on the edge is pure mispricing. The macro overlay was spot on too. I’ve added $OXY back to my radar, especially with how undervalued energy still is on a P/E basis. Meanwhile flights being diverted after Iran takes target on US bases","html":"🧠💥🚨The fact that oil’s sitting at $72 with missiles flying and Hormuz on the edge is pure mispricing. The macro overlay was spot on too. I’ve added $OXY back to my radar, especially with how undervalued energy still is on a P/E basis. Meanwhile flights being diverted after Iran takes target on US bases"},{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4186117467483482","idStr":"4186117467483482"},"content":"🌟🛢️📉The market really is sleepwalking on this. The chart on $XLE alone should be sounding alarms, especially with that open interest piling up at $75. I’m tracking $SHEL too, that debt-to-equity call you made was sharp 😻","text":"🌟🛢️📉The market really is sleepwalking on this. The chart on $XLE alone should be sounding alarms, especially with that open interest piling up at $75. I’m tracking $SHEL too, that debt-to-equity call you made was sharp 😻","html":"🌟🛢️📉The market really is sleepwalking on this. The chart on $XLE alone should be sounding alarms, especially with that open interest piling up at $75. I’m tracking $SHEL too, that debt-to-equity call you made was sharp 😻"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":449183764988200,"gmtCreate":1750690524728,"gmtModify":1750759201109,"author":{"id":"3563842318594455","authorId":"3563842318594455","name":"Pinkspider","avatar":"https://community-static.tradeup.com/news/e0565d03e7bb12de8354f73b564d08be","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563842318594455","idStr":"3563842318594455"},"themes":[],"title":"","htmlText":"There it is: The US bombed Iranian nuclear sites and Iran's Parliament just voted to close the Strait of Hormuz. Yet, 15 hours after futures opened, S&amp;P 500 futures are GREEN and oil prices are RED. If we told you Iran's Parliament would vote to close Hormuz (pending Iran's Security Council approval), which controls 20% of global oil and gas, and oil and natural gas prices would be DOWN, you'd likely call us crazy. But, that's exactly what just happened, with oil prices going from up +5% to down -0.2% and natural gas prices now down -1.1%. And, even as the US appears to have joined the war against Iran and Trump calls for \"regime change,\" gold prices are RED. As we have reiterated, the world is NOT on the brink of World War 3. Markets continue to expect a short-lived conflict.","listText":"There it is: The US bombed Iranian nuclear sites and Iran's Parliament just voted to close the Strait of Hormuz. Yet, 15 hours after futures opened, S&amp;P 500 futures are GREEN and oil prices are RED. If we told you Iran's Parliament would vote to close Hormuz (pending Iran's Security Council approval), which controls 20% of global oil and gas, and oil and natural gas prices would be DOWN, you'd likely call us crazy. But, that's exactly what just happened, with oil prices going from up +5% to down -0.2% and natural gas prices now down -1.1%. And, even as the US appears to have joined the war against Iran and Trump calls for \"regime change,\" gold prices are RED. As we have reiterated, the world is NOT on the brink of World War 3. Markets continue to expect a short-lived conflict.","text":"There it is: The US bombed Iranian nuclear sites and Iran's Parliament just voted to close the Strait of Hormuz. Yet, 15 hours after futures opened, S&P 500 futures are GREEN and oil prices are RED. If we told you Iran's Parliament would vote to close Hormuz (pending Iran's Security Council approval), which controls 20% of global oil and gas, and oil and natural gas prices would be DOWN, you'd likely call us crazy. But, that's exactly what just happened, with oil prices going from up +5% to down -0.2% and natural gas prices now down -1.1%. And, even as the US appears to have joined the war against Iran and Trump calls for \"regime change,\" gold prices are RED. As we have reiterated, the world is NOT on the brink of World War 3. Markets continue to expect a short-lived conflict.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/449183764988200","isVote":1,"tweetType":1,"viewCount":2215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":449051400704160,"gmtCreate":1750659208945,"gmtModify":1750759246716,"author":{"id":"10000000000010922","authorId":"10000000000010922","name":"OptionsAura","avatar":"https://static.tigerbbs.com/f27744c1fabf17b5f44122ab53e7da10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010922","idStr":"10000000000010922"},"themes":[],"title":"The Strait of Hormuz becomes the focus of oil prices? Take the opportunity to learn to use the bear","htmlText":"As the United States intervenes in the Israel-Iraq war, people are increasingly worried about whether the Strait of Hormuz, the \"most important oil choke point in the world\", will be closed.Kusari, a member of the National Security Committee of the Iranian Parliament, recently said,Iran's parliament has concluded that the Strait of Hormuz should be closed, but the final decision lies with Iran's Supreme National Security Council.The Strait of Hormuz is the strait connecting the Persian Gulf and the Indian Ocean, and it is also the only waterway entering the Persian Gulf. Its strategic position is self-evident. Crude oil from major oil-producing countries such as Saudi Arabia, Qatar, Kuwait and Iran needs to be transported to all parts of the world through the Strait of Hormuz, making it a","listText":"As the United States intervenes in the Israel-Iraq war, people are increasingly worried about whether the Strait of Hormuz, the \"most important oil choke point in the world\", will be closed.Kusari, a member of the National Security Committee of the Iranian Parliament, recently said,Iran's parliament has concluded that the Strait of Hormuz should be closed, but the final decision lies with Iran's Supreme National Security Council.The Strait of Hormuz is the strait connecting the Persian Gulf and the Indian Ocean, and it is also the only waterway entering the Persian Gulf. Its strategic position is self-evident. Crude oil from major oil-producing countries such as Saudi Arabia, Qatar, Kuwait and Iran needs to be transported to all parts of the world through the Strait of Hormuz, making it a","text":"As the United States intervenes in the Israel-Iraq war, people are increasingly worried about whether the Strait of Hormuz, the \"most important oil choke point in the world\", will be closed.Kusari, a member of the National Security Committee of the Iranian Parliament, recently said,Iran's parliament has concluded that the Strait of Hormuz should be closed, but the final decision lies with Iran's Supreme National Security Council.The Strait of Hormuz is the strait connecting the Persian Gulf and the Indian Ocean, and it is also the only waterway entering the Persian Gulf. Its strategic position is self-evident. Crude oil from major oil-producing countries such as Saudi Arabia, Qatar, Kuwait and Iran needs to be transported to all parts of the world through the Strait of Hormuz, making it a","images":[{"img":"https://static.tigerbbs.com/44d3d6154573f5a5ee0cbed434407564","width":"790","height":"545"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":23,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/449051400704160","isVote":1,"tweetType":1,"viewCount":2404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":449019796550344,"gmtCreate":1750650786032,"gmtModify":1750759246624,"author":{"id":"4109324284357180","authorId":"4109324284357180","name":"Ah_Meng","avatar":"https://community-static.tradeup.com/news/83ef98e5ff145e0ea6560244663783e1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109324284357180","idStr":"4109324284357180"},"themes":[],"title":"","htmlText":"As I had shared yesterday, US or Donald Trump has made his move. All eyes are now on Iranian 🇮🇷 response... what would Iran do? Oh, what could Iranian even&nbsp;do? That would be the expected thought process of Donald Trump's government. Like China in a tariff war, Donald Trump expects Iran to do nothing and just surrender. As mentioned in my previous post, I don't have military visibility into Iranian military capabilities. However desperate people take&nbsp;desperate measures. I am obviously not hoping for a 9-11 or equivalent event. Besides conventional warfare, US has to be prepared for some unconventional responses from the Iranian government. The market's current response is relatively subdued if I may. Yes, there's the initial drop in indices future and some spikes in oil and gas pr","listText":"As I had shared yesterday, US or Donald Trump has made his move. All eyes are now on Iranian 🇮🇷 response... what would Iran do? Oh, what could Iranian even&nbsp;do? That would be the expected thought process of Donald Trump's government. Like China in a tariff war, Donald Trump expects Iran to do nothing and just surrender. As mentioned in my previous post, I don't have military visibility into Iranian military capabilities. However desperate people take&nbsp;desperate measures. I am obviously not hoping for a 9-11 or equivalent event. Besides conventional warfare, US has to be prepared for some unconventional responses from the Iranian government. The market's current response is relatively subdued if I may. Yes, there's the initial drop in indices future and some spikes in oil and gas pr","text":"As I had shared yesterday, US or Donald Trump has made his move. All eyes are now on Iranian 🇮🇷 response... what would Iran do? Oh, what could Iranian even do? That would be the expected thought process of Donald Trump's government. Like China in a tariff war, Donald Trump expects Iran to do nothing and just surrender. As mentioned in my previous post, I don't have military visibility into Iranian military capabilities. However desperate people take desperate measures. I am obviously not hoping for a 9-11 or equivalent event. Besides conventional warfare, US has to be prepared for some unconventional responses from the Iranian government. The market's current response is relatively subdued if I may. Yes, there's the initial drop in indices future and some spikes in oil and gas pr","images":[{"img":"https://community-static.tradeup.com/news/b11324933d44ee3de4d2408d1469de91","width":"807","height":"1207"},{"img":"https://community-static.tradeup.com/news/6f62c746e5084639fde6503f1305be98","width":"2048","height":"1153"},{"img":"https://community-static.tradeup.com/news/81433aeeb4a936e27469b0460e977c73","width":"810","height":"747"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":25,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/449019796550344","isVote":1,"tweetType":1,"viewCount":3351,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010969","authorId":"10000000000010969","name":"Kristina_","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010969","idStr":"10000000000010969"},"content":"This hits. Volatility feels almost \"managed\" right now, but totally agree—can’t be complacent. I’m keeping my core tech positions but adding some hedges just in case things escalate. Better to be early than sorry.[Grin]","text":"This hits. Volatility feels almost \"managed\" right now, but totally agree—can’t be complacent. I’m keeping my core tech positions but adding some hedges just in case things escalate. Better to be early than sorry.[Grin]","html":"This hits. Volatility feels almost \"managed\" right now, but totally agree—can’t be complacent. I’m keeping my core tech positions but adding some hedges just in case things escalate. Better to be early than sorry.[Grin]"},{"author":{"id":"10000000000011856","authorId":"10000000000011856","name":"JimmyHua","avatar":"https://community-static.tradeup.com/news/7f17d426377c791ac5cdfef91fbf8408","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011856","idStr":"10000000000011856"},"content":"Good reminder. I’m staying in the market but definitely reviewing my exposure. Some protective moves now could save a lot of pain later. Appreciate the level-headed view!👏👏👏","text":"Good reminder. I’m staying in the market but definitely reviewing my exposure. Some protective moves now could save a lot of pain later. Appreciate the level-headed view!👏👏👏","html":"Good reminder. I’m staying in the market but definitely reviewing my exposure. Some protective moves now could save a lot of pain later. Appreciate the level-headed view!👏👏👏"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":449014777352760,"gmtCreate":1750649108898,"gmtModify":1750759201186,"author":{"id":"3566854457101758","authorId":"3566854457101758","name":"HMH","avatar":"https://community-static.tradeup.com/news/88bf166c1b7d91e46ff6ee0bc0404597","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566854457101758","idStr":"3566854457101758"},"themes":[],"title":"U.S. Strikes Iran’s Nuclear Sites: Will Oil Hit $100 or Spark a Market Meltdown?","htmlText":"On June 21, 2025, President Donald Trump announced that the U.S. military executed precision strikes on three key Iranian nuclear facilities—Fordow, Natanz, and Isfahan—marking a dramatic escalation in the Israel-Iran conflict. Trump hailed the operation as a “spectacular military success,” claiming Iran’s nuclear enrichment capabilities were “completely obliterated.” Iran’s Revolutionary Guard responded defiantly, vowing “serious consequences” and threatening U.S. interests across the Middle East. As Brent crude surged 2.6% to $79 per barrel by Sunday evening, investors are bracing for volatility. Could this conflict push oil prices to $80 or beyond, and might extreme scenarios trigger a broader market crisis? This article analyses the geopolitical fallout, oil market dynamics, and tradin","listText":"On June 21, 2025, President Donald Trump announced that the U.S. military executed precision strikes on three key Iranian nuclear facilities—Fordow, Natanz, and Isfahan—marking a dramatic escalation in the Israel-Iran conflict. Trump hailed the operation as a “spectacular military success,” claiming Iran’s nuclear enrichment capabilities were “completely obliterated.” Iran’s Revolutionary Guard responded defiantly, vowing “serious consequences” and threatening U.S. interests across the Middle East. As Brent crude surged 2.6% to $79 per barrel by Sunday evening, investors are bracing for volatility. Could this conflict push oil prices to $80 or beyond, and might extreme scenarios trigger a broader market crisis? This article analyses the geopolitical fallout, oil market dynamics, and tradin","text":"On June 21, 2025, President Donald Trump announced that the U.S. military executed precision strikes on three key Iranian nuclear facilities—Fordow, Natanz, and Isfahan—marking a dramatic escalation in the Israel-Iran conflict. Trump hailed the operation as a “spectacular military success,” claiming Iran’s nuclear enrichment capabilities were “completely obliterated.” Iran’s Revolutionary Guard responded defiantly, vowing “serious consequences” and threatening U.S. interests across the Middle East. As Brent crude surged 2.6% to $79 per barrel by Sunday evening, investors are bracing for volatility. Could this conflict push oil prices to $80 or beyond, and might extreme scenarios trigger a broader market crisis? This article analyses the geopolitical fallout, oil market dynamics, and tradin","images":[{"img":"https://community-static.tradeup.com/news/77f19d0b51e5020d35ed69bb244c4b1b","width":"961","height":"294"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":48,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/449014777352760","isVote":1,"tweetType":1,"viewCount":4204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":448950708322440,"gmtCreate":1750634532890,"gmtModify":1750759201279,"author":{"id":"10000000000010919","authorId":"10000000000010919","name":"Michael Esther","avatar":"https://community-static.tradeup.com/news/3c1d6c9d36c6dee17c15bf0517d8bec5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010919","idStr":"10000000000010919"},"themes":[],"title":"What to focus on if WWIII breaks out next week","htmlText":"Exactly 4 months ago, <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> went below 20SMA and crashed 22% due to Trump tariffs.4 hours ago, US bombed Iranian nuclear facilities escalating war with Israel. SPY will break 20SMA again.Here's what to focus on if WWIII breaks out next week 🧵 ImageFirstly, institutions said with right triggers like global nuclear war between US and the Middle East, SPY would easily RETEST the $480 lows again. We think this is highly unlikely and this war will be short but volatile for a few weeks more.4 key areas right now on SPY we must pay attention to:1. 20SMA at $5942. 200SMA at $5803. JPM collar (short call at 5905) so $5904. Gap between $567-$580 (could be filled if) these levels are broken.SPY will have a hard time breaking below","listText":"Exactly 4 months ago, <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> went below 20SMA and crashed 22% due to Trump tariffs.4 hours ago, US bombed Iranian nuclear facilities escalating war with Israel. SPY will break 20SMA again.Here's what to focus on if WWIII breaks out next week 🧵 ImageFirstly, institutions said with right triggers like global nuclear war between US and the Middle East, SPY would easily RETEST the $480 lows again. We think this is highly unlikely and this war will be short but volatile for a few weeks more.4 key areas right now on SPY we must pay attention to:1. 20SMA at $5942. 200SMA at $5803. JPM collar (short call at 5905) so $5904. Gap between $567-$580 (could be filled if) these levels are broken.SPY will have a hard time breaking below","text":"Exactly 4 months ago, $SPDR S&P 500 ETF Trust(SPY)$ went below 20SMA and crashed 22% due to Trump tariffs.4 hours ago, US bombed Iranian nuclear facilities escalating war with Israel. SPY will break 20SMA again.Here's what to focus on if WWIII breaks out next week 🧵 ImageFirstly, institutions said with right triggers like global nuclear war between US and the Middle East, SPY would easily RETEST the $480 lows again. We think this is highly unlikely and this war will be short but volatile for a few weeks more.4 key areas right now on SPY we must pay attention to:1. 20SMA at $5942. 200SMA at $5803. JPM collar (short call at 5905) so $5904. Gap between $567-$580 (could be filled if) these levels are broken.SPY will have a hard time breaking below","images":[{"img":"https://community-static.tradeup.com/news/7382c2385da357e4f9b47459809e56a3","width":"1462","height":"863"},{"img":"https://community-static.tradeup.com/news/4af2f7a1d57e68baa00055934a59a678","width":"646","height":"719"},{"img":"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":128,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/448950708322440","isVote":1,"tweetType":1,"viewCount":2195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":448817184026800,"gmtCreate":1750601220472,"gmtModify":1750759246905,"author":{"id":"4147681045299222","authorId":"4147681045299222","name":"Isleigh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4147681045299222","idStr":"4147681045299222"},"themes":[],"title":"🚨 BREAKING: U.S. Strikes Iranian Nuclear Sites — Will Oil Soar Next? 🛢️⚠️","htmlText":"<a href=\"https://ttm.financial/S/XLE\">$Energy Select Sector SPDR Fund(XLE)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; <a href=\"https://ttm.financial/S/OXY\">$Occidental(OXY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; <a href=\"https://ttm.financial/S/CVX\">$Chevron(CVX)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; <a href=\"https://ttm.financial/S/USO\">$United States Oil Fund LP(USO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 21 June 2025 will go down as a flashpoint moment for global markets. In a stunning overnight development, the U.S. military—under orders from Trump—launched precision strikes on three key Iranian nuclear facilities: Fordow, Natanz, and Isfahan. Iran's Revolutionary Guard has promised 'serious consequences', threatening U.S. assets across the Middle East. 📈 Market Reactions","listText":"<a href=\"https://ttm.financial/S/XLE\">$Energy Select Sector SPDR Fund(XLE)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; <a href=\"https://ttm.financial/S/OXY\">$Occidental(OXY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; <a href=\"https://ttm.financial/S/CVX\">$Chevron(CVX)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; <a href=\"https://ttm.financial/S/USO\">$United States Oil Fund LP(USO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 21 June 2025 will go down as a flashpoint moment for global markets. In a stunning overnight development, the U.S. military—under orders from Trump—launched precision strikes on three key Iranian nuclear facilities: Fordow, Natanz, and Isfahan. Iran's Revolutionary Guard has promised 'serious consequences', threatening U.S. assets across the Middle East. 📈 Market Reactions","text":"$Energy Select Sector SPDR Fund(XLE)$ $Occidental(OXY)$ $Chevron(CVX)$ $United States Oil Fund LP(USO)$ 21 June 2025 will go down as a flashpoint moment for global markets. In a stunning overnight development, the U.S. military—under orders from Trump—launched precision strikes on three key Iranian nuclear facilities: Fordow, Natanz, and Isfahan. Iran's Revolutionary Guard has promised 'serious consequences', threatening U.S. assets across the Middle East. 📈 Market Reactions","images":[{"img":"https://community-static.tradeup.com/news/238a705d99006258979434a5fedf8a2d","width":"1024","height":"1536"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":23,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/448817184026800","isVote":1,"tweetType":1,"viewCount":3374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":448793058403024,"gmtCreate":1750595255310,"gmtModify":1750759247004,"author":{"id":"4109324284357180","authorId":"4109324284357180","name":"Ah_Meng","avatar":"https://community-static.tradeup.com/news/83ef98e5ff145e0ea6560244663783e1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109324284357180","idStr":"4109324284357180"},"themes":[],"title":"US, or Donald Trump, has decided to enter the war","htmlText":"So it happens… as expected, US has entered another new war. History is on US side, bad history… Time and again, US justifies its actions by using its military might. Trump, campaigned on big&nbsp;government spending cuts, can’t resist himself and his egos… Remember the big military bash just a week or so ago to celebrate his birthday? This is not someone who cares much about spending cuts, especially it is not his money… US$40M+, down the drain… The world was not looking. People are questioning this waste… what did he do in response? Start a new war front, as soon as many American Presidents before him. Think Afghanistan… who had equipped them? Then, came the infamous 9-11, which resulted in US war with them. Then came the Iraqi war, where US justified their invasion based on fake informat","listText":"So it happens… as expected, US has entered another new war. History is on US side, bad history… Time and again, US justifies its actions by using its military might. Trump, campaigned on big&nbsp;government spending cuts, can’t resist himself and his egos… Remember the big military bash just a week or so ago to celebrate his birthday? This is not someone who cares much about spending cuts, especially it is not his money… US$40M+, down the drain… The world was not looking. People are questioning this waste… what did he do in response? Start a new war front, as soon as many American Presidents before him. Think Afghanistan… who had equipped them? Then, came the infamous 9-11, which resulted in US war with them. Then came the Iraqi war, where US justified their invasion based on fake informat","text":"So it happens… as expected, US has entered another new war. History is on US side, bad history… Time and again, US justifies its actions by using its military might. Trump, campaigned on big government spending cuts, can’t resist himself and his egos… Remember the big military bash just a week or so ago to celebrate his birthday? This is not someone who cares much about spending cuts, especially it is not his money… US$40M+, down the drain… The world was not looking. People are questioning this waste… what did he do in response? Start a new war front, as soon as many American Presidents before him. Think Afghanistan… who had equipped them? Then, came the infamous 9-11, which resulted in US war with them. Then came the Iraqi war, where US justified their invasion based on fake informat","images":[{"img":"https://community-static.tradeup.com/news/032e5a07291d6584567509ffefbe3408","width":"2048","height":"1152"},{"img":"https://community-static.tradeup.com/news/41db82ec0edcaf3b3351d2e00a157353","width":"2048","height":"1145"},{"img":"https://community-static.tradeup.com/news/ccd51168a5f84b347b25f0e1b2c32cc6","width":"2048","height":"1152"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":919,"commentSize":7,"repostSize":55,"link":"https://ttm.financial/post/448793058403024","isVote":1,"tweetType":1,"viewCount":8137,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010969","authorId":"10000000000010969","name":"Kristina_","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010969","idStr":"10000000000010969"},"content":"Man, geopolitics always shakes the markets, huh? Precious metals and oil going up makes total sense now. Nasdaq flirting with that trendline is kinda scary—definitely smart to hedge with some protection.Stay cautious.[Thinking]","text":"Man, geopolitics always shakes the markets, huh? Precious metals and oil going up makes total sense now. Nasdaq flirting with that trendline is kinda scary—definitely smart to hedge with some protection.Stay cautious.[Thinking]","html":"Man, geopolitics always shakes the markets, huh? Precious metals and oil going up makes total sense now. Nasdaq flirting with that trendline is kinda scary—definitely smart to hedge with some protection.Stay cautious.[Thinking]"},{"author":{"id":"10000000000010970","authorId":"10000000000010970","name":"AL_Ishan","avatar":"https://static.tigerbbs.com/cab7df5b408edf934b7780f3bcaceece","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010970","idStr":"10000000000010970"},"content":"Woah, this post hits different! War drama = crazy market moves. Metals and oil pumping? Sweet! Nasdaq about to break down? Time to get ready for wild volatility and maybe some sick short plays. Gotta be quick and smart, or get wrecked! 🚀🔥","text":"Woah, this post hits different! War drama = crazy market moves. Metals and oil pumping? Sweet! Nasdaq about to break down? Time to get ready for wild volatility and maybe some sick short plays. Gotta be quick and smart, or get wrecked! 🚀🔥","html":"Woah, this post hits different! War drama = crazy market moves. Metals and oil pumping? Sweet! Nasdaq about to break down? Time to get ready for wild volatility and maybe some sick short plays. Gotta be quick and smart, or get wrecked! 🚀🔥"}],"imageCount":7,"langContent":"EN","totalScore":0},{"id":448692469002360,"gmtCreate":1750561411469,"gmtModify":1750759201354,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/FUT/BZmain\">$Brent Last Day Financial - main 2508(BZmain)$</a> <a href=\"https://ttm.financial/S/OXY\">$Occidental(OXY)$</a> <a href=\"https://ttm.financial/S/TNK\">$Teekay Tankers(TNK)$</a> 🔥🛢️🚨Iran’s Hormuz Gambit: The Oil Shock That Could Redefine Markets🚨🛢️🔥 I’m watching the most critical chokepoint in global energy transform into a geopolitical powder keg. Polymarket odds of Iran closing the Strait of Hormuz this year just surged to 55%. That’s not just some niche signal. It’s the market screaming about a potential supply shock after U.S. airstrikes destroyed three of Iran’s main nuclear sites: Fordow, Natanz, and Esfahan. Trump called the operation a “spectacular military success.” Netanyahu followed with “peace through strength.” But I’m not buying the bra","listText":"<a href=\"https://ttm.financial/FUT/BZmain\">$Brent Last Day Financial - main 2508(BZmain)$</a> <a href=\"https://ttm.financial/S/OXY\">$Occidental(OXY)$</a> <a href=\"https://ttm.financial/S/TNK\">$Teekay Tankers(TNK)$</a> 🔥🛢️🚨Iran’s Hormuz Gambit: The Oil Shock That Could Redefine Markets🚨🛢️🔥 I’m watching the most critical chokepoint in global energy transform into a geopolitical powder keg. Polymarket odds of Iran closing the Strait of Hormuz this year just surged to 55%. That’s not just some niche signal. It’s the market screaming about a potential supply shock after U.S. airstrikes destroyed three of Iran’s main nuclear sites: Fordow, Natanz, and Esfahan. Trump called the operation a “spectacular military success.” Netanyahu followed with “peace through strength.” But I’m not buying the bra","text":"$Brent Last Day Financial - main 2508(BZmain)$ $Occidental(OXY)$ $Teekay Tankers(TNK)$ 🔥🛢️🚨Iran’s Hormuz Gambit: The Oil Shock That Could Redefine Markets🚨🛢️🔥 I’m watching the most critical chokepoint in global energy transform into a geopolitical powder keg. Polymarket odds of Iran closing the Strait of Hormuz this year just surged to 55%. That’s not just some niche signal. It’s the market screaming about a potential supply shock after U.S. airstrikes destroyed three of Iran’s main nuclear sites: Fordow, Natanz, and Esfahan. Trump called the operation a “spectacular military success.” Netanyahu followed with “peace through strength.” But I’m not buying the bra","images":[{"img":"https://community-static.tradeup.com/news/65930f6a4e54a271400f15a79e3af67b","width":"1116","height":"607"},{"img":"https://community-static.tradeup.com/news/2848698794797f602075d2488a10ce02","width":"1116","height":"739"},{"img":"https://community-static.tradeup.com/news/09ae0754d5ad28558823ef340b8c21a9","width":"1170","height":"650"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":15,"link":"https://ttm.financial/post/448692469002360","isVote":1,"tweetType":1,"viewCount":3611,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4186117467483482","idStr":"4186117467483482"},"content":"Great article BC! Here’s what I know - 🚨🇺🇸🇮🇷U.S STRIKES ON IRAN SPLIT CONGRESS While most Americans sleep, a political firestorm is erupting over the surprise U.S attack on Iran’s nuclear sites. Democrats say the strikes are illegal under the 1973 War Powers Act, with some, such as AOC, even calling for Trump's impeachment. Senator Rand Paul and Rep. Thomas Massie have joined Democrats in condemning the move. Massie is pushing a resolution to block further attacks, but GOP leadership has not allowed it to reach a vote.","text":"Great article BC! Here’s what I know - 🚨🇺🇸🇮🇷U.S STRIKES ON IRAN SPLIT CONGRESS While most Americans sleep, a political firestorm is erupting over the surprise U.S attack on Iran’s nuclear sites. Democrats say the strikes are illegal under the 1973 War Powers Act, with some, such as AOC, even calling for Trump's impeachment. Senator Rand Paul and Rep. Thomas Massie have joined Democrats in condemning the move. Massie is pushing a resolution to block further attacks, but GOP leadership has not allowed it to reach a vote.","html":"Great article BC! Here’s what I know - 🚨🇺🇸🇮🇷U.S STRIKES ON IRAN SPLIT CONGRESS While most Americans sleep, a political firestorm is erupting over the surprise U.S attack on Iran’s nuclear sites. Democrats say the strikes are illegal under the 1973 War Powers Act, with some, such as AOC, even calling for Trump's impeachment. Senator Rand Paul and Rep. Thomas Massie have joined Democrats in condemning the move. Massie is pushing a resolution to block further attacks, but GOP leadership has not allowed it to reach a vote."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":447301725474976,"gmtCreate":1750232042141,"gmtModify":1750232054403,"author":{"id":"3534312667271286","authorId":"3534312667271286","name":"程俊Dream","avatar":"https://static.tigerbbs.com/a751a4f333aa358f9ddfe4404800ee2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3534312667271286","idStr":"3534312667271286"},"themes":[],"title":"Will the Iran-Israel Conflict Spur Further Oil Price Gains?","htmlText":"While the market eagerly anticipates developments in US-China negotiations and tariff issues, Israel has once again stirred the scene. Sensitive geopolitical factors have made oil prices last week’s biggest winner, as prices quickly rebounded above $65 and began to climb toward $80, approaching the median price range that prevailed during the Biden administration. How the Israel-Iran situation unfolds will introduce significant uncertainty for oil prices and other markets, which have so far remained relatively calm.According to JPMorgan, in the worst-case scenario where the Strait of Hormuz is closed, oil prices could surge to $120 per barrel, though this remains relatively unlikely at present. The bank also believes the fair value for US crude is in the $60–$65 range, as persistently high","listText":"While the market eagerly anticipates developments in US-China negotiations and tariff issues, Israel has once again stirred the scene. Sensitive geopolitical factors have made oil prices last week’s biggest winner, as prices quickly rebounded above $65 and began to climb toward $80, approaching the median price range that prevailed during the Biden administration. How the Israel-Iran situation unfolds will introduce significant uncertainty for oil prices and other markets, which have so far remained relatively calm.According to JPMorgan, in the worst-case scenario where the Strait of Hormuz is closed, oil prices could surge to $120 per barrel, though this remains relatively unlikely at present. The bank also believes the fair value for US crude is in the $60–$65 range, as persistently high","text":"While the market eagerly anticipates developments in US-China negotiations and tariff issues, Israel has once again stirred the scene. Sensitive geopolitical factors have made oil prices last week’s biggest winner, as prices quickly rebounded above $65 and began to climb toward $80, approaching the median price range that prevailed during the Biden administration. How the Israel-Iran situation unfolds will introduce significant uncertainty for oil prices and other markets, which have so far remained relatively calm.According to JPMorgan, in the worst-case scenario where the Strait of Hormuz is closed, oil prices could surge to $120 per barrel, though this remains relatively unlikely at present. The bank also believes the fair value for US crude is in the $60–$65 range, as persistently high","images":[{"img":"https://community-static.tradeup.com/news/28bc7acd28c286202ec4b3f2d8ff9ab5","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":6,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/447301725474976","isVote":1,"tweetType":1,"viewCount":6012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":412399304770152,"gmtCreate":1741703999590,"gmtModify":1741747495613,"author":{"id":"3548734971517314","authorId":"3548734971517314","name":"Mkoh","avatar":"https://static.tigerbbs.com/c6226aeb6486c19c00455145eb533f98","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548734971517314","idStr":"3548734971517314"},"themes":[],"title":"ExxonMobil a steady compounder and dividend king","htmlText":"Key Drivers for 2025 Performance Oil Prices and Demand Bull Case: Oil demand remains robust, supported by economic recovery and tight supply. OPEC+ cuts and geopolitical tensions (e.g., Russia-Ukraine) could keep Brent crude above $80/barrel, boosting ExxonMobil’s upstream earnings. Analysts like those at LongForecast project oil stabilizing at $60-$80, with spikes possible, aligning with ExxonMobil’s historical earnings sensitivity (EPS ~$13 at $100 oil per InvestorPlace, October 2023). Bear Case: Global supply increases (e.g., non-OPEC production) and a potential demand peak (ExxonMobil’s own 2050 Outlook) could cap oil at $60-$70, pressuring margins. J.P. Morgan’s November 2024 warning of trade war volatility adds downside risk. Financial Strength 2024 Results: ExxonMobil reported $33.7","listText":"Key Drivers for 2025 Performance Oil Prices and Demand Bull Case: Oil demand remains robust, supported by economic recovery and tight supply. OPEC+ cuts and geopolitical tensions (e.g., Russia-Ukraine) could keep Brent crude above $80/barrel, boosting ExxonMobil’s upstream earnings. Analysts like those at LongForecast project oil stabilizing at $60-$80, with spikes possible, aligning with ExxonMobil’s historical earnings sensitivity (EPS ~$13 at $100 oil per InvestorPlace, October 2023). Bear Case: Global supply increases (e.g., non-OPEC production) and a potential demand peak (ExxonMobil’s own 2050 Outlook) could cap oil at $60-$70, pressuring margins. J.P. Morgan’s November 2024 warning of trade war volatility adds downside risk. Financial Strength 2024 Results: ExxonMobil reported $33.7","text":"Key Drivers for 2025 Performance Oil Prices and Demand Bull Case: Oil demand remains robust, supported by economic recovery and tight supply. OPEC+ cuts and geopolitical tensions (e.g., Russia-Ukraine) could keep Brent crude above $80/barrel, boosting ExxonMobil’s upstream earnings. Analysts like those at LongForecast project oil stabilizing at $60-$80, with spikes possible, aligning with ExxonMobil’s historical earnings sensitivity (EPS ~$13 at $100 oil per InvestorPlace, October 2023). Bear Case: Global supply increases (e.g., non-OPEC production) and a potential demand peak (ExxonMobil’s own 2050 Outlook) could cap oil at $60-$70, pressuring margins. J.P. Morgan’s November 2024 warning of trade war volatility adds downside risk. Financial Strength 2024 Results: ExxonMobil reported $33.7","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/412399304770152","isVote":1,"tweetType":1,"viewCount":2801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":404273964224880,"gmtCreate":1739742673348,"gmtModify":1739755631914,"author":{"id":"4202837718145682","authorId":"4202837718145682","name":"amat99","avatar":"https://community-static.tradeup.com/news/1283233e30ac6d1ad5faf0b8c25416e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4202837718145682","idStr":"4202837718145682"},"themes":[],"title":"","htmlText":"Oil 70$ you want to search engine&nbsp;","listText":"Oil 70$ you want to search engine&nbsp;","text":"Oil 70$ you want to search engine","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/404273964224880","isVote":1,"tweetType":1,"viewCount":2292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":395802745328144,"gmtCreate":1737656955812,"gmtModify":1737667497529,"author":{"id":"3567398250117904","authorId":"3567398250117904","name":"Jillweiling","avatar":"https://static.tigerbbs.com/4dde505297e50f4dcef40884087fbdf0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567398250117904","idStr":"3567398250117904"},"themes":[],"title":"","htmlText":"Will trump negotiate with be a push to the oil price drop?","listText":"Will trump negotiate with be a push to the oil price drop?","text":"Will trump negotiate with be a push to the oil price drop?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395802745328144","isVote":1,"tweetType":1,"viewCount":2275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":394908632866944,"gmtCreate":1737444351439,"gmtModify":1737444367997,"author":{"id":"3527667668727377","authorId":"3527667668727377","name":"Ivan_Gan","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667668727377","idStr":"3527667668727377"},"themes":[],"title":"Are You Ready For The Drop In Oil Price？Trump's Victory May Pressure Oil Prices Through 2025","htmlText":"January 20th marked the inauguration of the new U.S. President, Donald Trump, officially kicking off the \"Trump 2.0\" era. This inauguration was quite different from past ceremonies, breaking several long-standing American traditions. For instance, it was moved from the usual outdoor setting to indoors, foreign leaders were invited—a rare exception—and it set a new record for fundraising. These unique elements definitely made the event stand out.Now, when it comes to the financial markets, what really grabs my attention are the executive orders Trump might sign after taking office. There were plenty of expectations about his policies before, but the real question is whether there will be any surprises. These unexpected moves could shake up the markets, so it's best to tread carefully when t","listText":"January 20th marked the inauguration of the new U.S. President, Donald Trump, officially kicking off the \"Trump 2.0\" era. This inauguration was quite different from past ceremonies, breaking several long-standing American traditions. For instance, it was moved from the usual outdoor setting to indoors, foreign leaders were invited—a rare exception—and it set a new record for fundraising. These unique elements definitely made the event stand out.Now, when it comes to the financial markets, what really grabs my attention are the executive orders Trump might sign after taking office. There were plenty of expectations about his policies before, but the real question is whether there will be any surprises. These unexpected moves could shake up the markets, so it's best to tread carefully when t","text":"January 20th marked the inauguration of the new U.S. President, Donald Trump, officially kicking off the \"Trump 2.0\" era. This inauguration was quite different from past ceremonies, breaking several long-standing American traditions. For instance, it was moved from the usual outdoor setting to indoors, foreign leaders were invited—a rare exception—and it set a new record for fundraising. These unique elements definitely made the event stand out.Now, when it comes to the financial markets, what really grabs my attention are the executive orders Trump might sign after taking office. There were plenty of expectations about his policies before, but the real question is whether there will be any surprises. These unexpected moves could shake up the markets, so it's best to tread carefully when t","images":[{"img":"https://community-static.tradeup.com/news/ecdf2dc0fee59fdd25b4c025c841863a","width":"935","height":"612"},{"img":"https://community-static.tradeup.com/news/4266361554a46cef7dcb9233414e42b6","width":"927","height":"615"},{"img":"https://community-static.tradeup.com/news/cc4959de5be79ce219bf3e1a74a34b43","width":"936","height":"624"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":29,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/394908632866944","isVote":1,"tweetType":1,"viewCount":5086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":394847964962848,"gmtCreate":1737429705560,"gmtModify":1737447228823,"author":{"id":"3527667627883060","authorId":"3527667627883060","name":"Futures_Pro","avatar":"https://community-static.tradeup.com/news/e0b17bd96e48707e49a6ee695f3babc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667627883060","idStr":"3527667627883060"},"themes":[],"title":"Trump’s Energy Strategy: The Future of U.S. Oil Reserves and Global Supply","htmlText":"The energy-related executive orders issued by Trump upon taking office include:Declaring a national energy emergency and fully ramping up drilling.Rebuilding the United States as a manufacturing powerhouse by leveraging the world's largest reserves of oil and natural gas.Refilling the Strategic Petroleum Reserve and exporting American energy to countries worldwide.Ending the Green New Deal, revoking mandatory electric vehicle requirements, saving the automotive industry, and revitalizing car manufacturing in the U.S. at an unprecedented pace.Trump's policies could create uncertainty in the oil market, rather than providing a clear path to lower or more stable prices. Oil prices experienced significant fluctuations, with WTI crude reaching over $80 per barrel, driven by supply concerns rela","listText":"The energy-related executive orders issued by Trump upon taking office include:Declaring a national energy emergency and fully ramping up drilling.Rebuilding the United States as a manufacturing powerhouse by leveraging the world's largest reserves of oil and natural gas.Refilling the Strategic Petroleum Reserve and exporting American energy to countries worldwide.Ending the Green New Deal, revoking mandatory electric vehicle requirements, saving the automotive industry, and revitalizing car manufacturing in the U.S. at an unprecedented pace.Trump's policies could create uncertainty in the oil market, rather than providing a clear path to lower or more stable prices. Oil prices experienced significant fluctuations, with WTI crude reaching over $80 per barrel, driven by supply concerns rela","text":"The energy-related executive orders issued by Trump upon taking office include:Declaring a national energy emergency and fully ramping up drilling.Rebuilding the United States as a manufacturing powerhouse by leveraging the world's largest reserves of oil and natural gas.Refilling the Strategic Petroleum Reserve and exporting American energy to countries worldwide.Ending the Green New Deal, revoking mandatory electric vehicle requirements, saving the automotive industry, and revitalizing car manufacturing in the U.S. at an unprecedented pace.Trump's policies could create uncertainty in the oil market, rather than providing a clear path to lower or more stable prices. Oil prices experienced significant fluctuations, with WTI crude reaching over $80 per barrel, driven by supply concerns rela","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":30,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/394847964962848","isVote":1,"tweetType":1,"viewCount":3026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":561812645478448,"gmtCreate":1778193065268,"gmtModify":1778203434779,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; <a href=\"https://ttm.financial/S/MSTR\">$Strategy(MSTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Updates on the U.S.-Iran War Conflict Explosions have rocked Qeshm Island in the strategically vital Strait of Hormuz on Thursday, with Iranian state television confirming the blasts erupted amid an active 'exchange of fire.' 'The explosions at the Bahman pier on Qeshm Island occurred during an exchange of fire between Iranian armed forces and the enemy,' an anchor with state TV reported in Farsi. Fox News is reporting that airstrikes are also happening in port city Bandar Abbas in Iran. US officials tell the network that they don't believe this is a 'restarting of the war' or an 'end","listText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; <a href=\"https://ttm.financial/S/MSTR\">$Strategy(MSTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Updates on the U.S.-Iran War Conflict Explosions have rocked Qeshm Island in the strategically vital Strait of Hormuz on Thursday, with Iranian state television confirming the blasts erupted amid an active 'exchange of fire.' 'The explosions at the Bahman pier on Qeshm Island occurred during an exchange of fire between Iranian armed forces and the enemy,' an anchor with state TV reported in Farsi. Fox News is reporting that airstrikes are also happening in port city Bandar Abbas in Iran. US officials tell the network that they don't believe this is a 'restarting of the war' or an 'end","text":"$Coinbase Global, Inc.(COIN)$ $Strategy(MSTR)$ Updates on the U.S.-Iran War Conflict Explosions have rocked Qeshm Island in the strategically vital Strait of Hormuz on Thursday, with Iranian state television confirming the blasts erupted amid an active 'exchange of fire.' 'The explosions at the Bahman pier on Qeshm Island occurred during an exchange of fire between Iranian armed forces and the enemy,' an anchor with state TV reported in Farsi. Fox News is reporting that airstrikes are also happening in port city Bandar Abbas in Iran. US officials tell the network that they don't believe this is a 'restarting of the war' or an 'end","images":[{"img":"https://community-static.tradeup.com/news/0f89195e71e08d3cbe6516701643dc7c","width":"5712","height":"4284"},{"img":"https://community-static.tradeup.com/news/d1e319904b10ba2755bee1d1a9f4b59d","width":"1280","height":"720"},{"img":"https://community-static.tradeup.com/news/7260f1941835932a2e98ca911d1a97f5","width":"4284","height":"5712"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/561812645478448","isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":541446489359832,"gmtCreate":1773216927328,"gmtModify":1773292973842,"author":{"id":"3532661892545607","authorId":"3532661892545607","name":"Ethan Parker On Markets","avatar":"https://community-static.tradeup.com/news/2da3692297040fae63555c8ce00dd9d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532661892545607","idStr":"3532661892545607"},"themes":[],"title":"Reject Political Trading: HALO Physical Dominance Is the Only Card for 2026","htmlText":"The TACO Trap: Retail Bets on Politics, Capital Bets on Physics On March 11, crude oil collapsed from nearly $120 to around $90 per barrel. The market quickly labeled the move with a familiar acronym: TACO — Trump Always Chickens Out. Traders started pricing in geopolitical de-escalation. Energy risk premium was dumped aggressively. Capital rotated back into high-valuation tech names, particularly AI application companies and SaaS platforms. This is a retail meat grinder. Political events can create price volatility. They cannot generate free cash flow. Policy signals on social media do not raise return on capital. They do not manufacture transformers or expand power grids. Institutional capital cares about two things only: cash-flow certainty physical barriers to entry The market’s most d","listText":"The TACO Trap: Retail Bets on Politics, Capital Bets on Physics On March 11, crude oil collapsed from nearly $120 to around $90 per barrel. The market quickly labeled the move with a familiar acronym: TACO — Trump Always Chickens Out. Traders started pricing in geopolitical de-escalation. Energy risk premium was dumped aggressively. Capital rotated back into high-valuation tech names, particularly AI application companies and SaaS platforms. This is a retail meat grinder. Political events can create price volatility. They cannot generate free cash flow. Policy signals on social media do not raise return on capital. They do not manufacture transformers or expand power grids. Institutional capital cares about two things only: cash-flow certainty physical barriers to entry The market’s most d","text":"The TACO Trap: Retail Bets on Politics, Capital Bets on Physics On March 11, crude oil collapsed from nearly $120 to around $90 per barrel. The market quickly labeled the move with a familiar acronym: TACO — Trump Always Chickens Out. Traders started pricing in geopolitical de-escalation. Energy risk premium was dumped aggressively. Capital rotated back into high-valuation tech names, particularly AI application companies and SaaS platforms. This is a retail meat grinder. Political events can create price volatility. They cannot generate free cash flow. Policy signals on social media do not raise return on capital. They do not manufacture transformers or expand power grids. Institutional capital cares about two things only: cash-flow certainty physical barriers to entry The market’s most d","images":[{"img":"https://community-static.tradeup.com/news/9857df4d141f51152bbb6012fc230ce5"},{"img":"https://community-static.tradeup.com/news/9aa7ddb7a0ca59b9d33696ed1afa3962"},{"img":"https://community-static.tradeup.com/news/ef9323bbd60e029b861718565b9b2f09"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":33,"commentSize":1,"repostSize":14,"link":"https://ttm.financial/post/541446489359832","isVote":2,"tweetType":1,"viewCount":3473,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5315,"gmtBegin":1773216927325,"gmtEnd":1773821465903,"type":1,"upper":2,"title":"Which sectors offer true HALO alpha?","choices":[{"id":18380,"sort":1,"name":"Heavy-duty power & transformers","userSize":0,"voted":false},{"id":18381,"sort":2,"name":"High-end semiconductor equipment","userSize":2,"voted":false},{"id":18382,"sort":3,"name":"High-density enterprise storage (eSSD)","userSize":1,"voted":false},{"id":18383,"sort":4,"name":"Commodity hedges: agri & fertilizer","userSize":0,"voted":false},{"id":18384,"sort":5,"name":"Energy infrastructure","userSize":2,"voted":false}]},"comments":[{"author":{"id":"3479274761348791","authorId":"3479274761348791","name":"JONESTea","avatar":"https://static.tigerbbs.com/30b0f79d4f29376830c0e69c50604a7b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274761348791","idStr":"3479274761348791"},"content":"Spot on! Physical infrastructure is the future. Long HALO assets.[得意]","text":"Spot on! Physical infrastructure is the future. Long HALO assets.[得意]","html":"Spot on! Physical infrastructure is the future. Long HALO assets.[得意]"}],"imageCount":5,"langContent":"EN","totalScore":0}]}