This aged well at the time ! Another contrarian view for Trump's playbook on Kharg Island!!!! This is last-mile pressure on Iran to sign a deal. I hope to see a deal come through soon: 1. It’s a prestige issue for Iran if they really lose Kharg Island. 2. Iran doesn’t want the US as a permanent neighbor on Kharg Island; implications are horrible for global energy markets. 3. The US doesn’t want boots on the ground. These are perfect red lines to make a deal and live in peace! But you never know until you know what was chosen by people.

I’ve seen it a thousand times in mag 7 corporate: "macho" leaders swinging a big stick at the deadline to force a deal through sheer ego. My contrarian view? Trump gets Iran to the table by Tuesday, 8 PM. The logic: We aren't talking about oil infrastructure here—it’s bridges and power plants. Lower stakes = lower friction. Without the "do or die" pressure of energy security, there’s actually more room for a deal. Execution > Ego. If not, we’re looking at a long-term stalemate. 📉 This is a best case scenario otherwise we are likely to see downturn in $voo and $qqq resume with crude spikes

BREAKING: President Trump says the US will be "hitting Iran very hard tonight" and announces that the US will be "taking Kharg Island" in the "not too distant future." President Trump also says the US will "assume total control" of Iran's oil and gas markets, "much like we have with Venezuela."

Another catalyst for $RCAT DRONE BOATS 🛥️ For the first time ever a drone boat rescued US helicopter pilots in the Strait of Hormuz. News of this is going viral. The startup that did it is valued at $9.25 billion. $RCAT is at $1.69 billion and just entered full rate production for their own drone boats. > Expansion into uncrewed surface vessels through Blue Ops, with planned capacity for 500 to 1,000 vessels per year and unit pricing mentioned between about $750,000 and $1.5 million, adds a second major product line that could diversify and scale revenue beyond current drone programs. 6-7 figures per boat. Hundreds of boats. Huge margin. Early but doesn't feel priced in yet. Why start production without customers lined up yet? Any deal announcement would be huge.

BREAKING: President Trump says the Trump Administration might buy equity stakes in US AI companies and that he will host a meeting with AI executives as soon as next week, per Reuters.

I am officially calling the top!! Give or take 100-150 points on the S&P 500. Personally, I have started accumulating cash even though $VIXM is low. Few things to pay attention to: 1. More than 30% in melt up, remember it’s always an elevator way down 2. Inflation started creeping, even if change the gauge to measure it. It’s still up. What happens when fed has to be hawkish? 3. Rotations started causing Frothy market. Look at mid and small caps 4. I am not saying recession but a correction. AI cycle is too strong. But every large industrial build out is followed by slow down My goal is to sit 50% in cash in next 6-7 weeks #nasdaq #s&p500 $VOO $SPY

TRUMP ASKED ELON… 🇺🇸 ABOUT CANADA 🇨🇦

2nd month on X, May ended with great gains!! 30% of the monthly goal. Long way to go for the goal of 100k/month with options Top 5 gainers this month 1. $IREN 2. $AAOI 3. $PANW 4. $ARM 5. $MU Next month: I am expecting few losses with $FLNC and $AAOI , we will see how markets react. I will keep you posted!

Finished month with flying colours, trump taco 🌮 trade turned out great.. #iren #arm #aehr #aaoi and many big winners. Did loose money on something? Not really #options

BREAKING: April PCE inflation, the Fed's preferred inflation measure, rises to 3.8%, the highest since May 2023. Core PCE inflation rises to 3.3%, the highest since October 2023. The Fed's top inflation metric is nearly double their target. Inflation is back in full-swing.

Opportunistic plays $MU, $AAOI, and $IREN. Don’t be afraid of the crash. Cash in when others falter.