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Posted
3 hours ago, Tripnsweep said:

I'm concerned this is going to escalate and badly. 

I get that, but I think that's an overblown fear. Iran isn't capable of escalating it badly. 

Now, while I think @Scouts Honorspeaks out of both sides of his mouth when he says "Iran is not a serious country," and then says it's so important, they're so close to getting a Nuclear Weapon, we HAD to bomb them," I do not think they can really do anything in terms of striking back. Terrorist attacks are coming(or at least plots and I'm sure some long actors who just think it's a good idea to act on behalf of Iran)...and there will be other things, I don't thnk it's WWIII, I don't think China has the appetite to get involved, I think China wants to, but won't do so until they're fighting from a position of strength(not just their Military, their economy). The one thing they have going for them, they DEFINITELY have a coherent, long term plan and they are following that. By definition, we'll never have that. The continuity of leadership.  I wouldn't want it, but in this case, I think it keeps them out. 

Egypt wouldn't dare, the Saudi's have become far too pragmatic(though still brutal). Jordan isn't going to(another country with a treaty). Iraq is...not in a position to engage in a military offensive, Afghanistan should...really know better.

I don't see this escalating beyond missiles being fired. 

 

 

The WORST thing that could happen would be China takes this as an opportunity to implement it's blockade of Taiwan with so much of the Pacific Fleet in the Middle East. That would MASSIVELY rattle the market, per US Foreign Policy, that's an act of War... but I don't think China is going to do that at this point(though I don't think Trump would go to War there as...there'd be a real threat to the Military and despite the fact that it'd cause...well, a global financial crisis(Semiconductors from Taiwan being cut off, even with the AZ plant from the Biden Chips Act underway and performing exceptionally well, it'd still have catastrophic affects). 

 

But I don't think it's going to escalate into any type of global conflict. I think it's reached it's zenith...unless Israel goes in and does more. 

 

What's MUCH more likely to happen is a massive Cyber-Security Hacking attempt.


I've been a longtime shareholder of CRWD, bought PANW about a year ago and S(Sentinel One is a growth AI Cyber Security company that's got a lot of growth potential). 

 

 

AI is the future. Hopefully you also bought NVDA 6-7 years ago or TSM, AVGO, you could buy AMD now, PLTR is a crazy valuation, NVTS is a good growth stock, but the second order consequences will be more attempts to hack, IP theft and in response, the companies that can actually use AI to block cyber security.

 

 

---AT least...that's my opinion and how I'll be watching this unfold. Hopefully with some Iranians taking to the streets...and maybe with the soldiers distracted, they can actually accomplish something. 

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