Everything You Need to Know About Oil

Bullish:

• $INTC - Intel will benefit from American chip manufacturing push and represents a generational entry point due to war-related market dislocation.

  • “This war gave you a phenomenal entry on Intel. Intel is going $80. We're gonna be pumping out American chips. Intel is going $80.”

    Avi·49:13
• $BTC - Bitcoin will benefit from Trump regime's strength on world stage and swift resolution to Middle East conflict.

  • “Bitcoin's gonna be extremely valuable. Actually, specifically because of the return of American strength because Bitcoin is very tied closely to the Trump regime. And I think the better the Trump regime stands on the world stage, the better it is for Bitcoin.”

    Avi·47:29

  • “A swift resolution to this war is going to be very good for Bitcoin.”

    Avi·47:47
• $SPY - US equities will see massive inflows as America reasserts hegemony over China following successful Iran campaign.

  • “I'm very, very, very bullish on US equities now. Like, I'm super fucking bullish on US equities. I think that money is gonna come flooding back in because I think that this war is gonna be over very soon.”

    Avi·48:11

  • “My personal opinion, very good for the American equity markets as money as money comes back rolling in.”

    Avi·47:50

  • “Buy the fucking dip. Shove all your chips into into US equities and rare earth minerals and uranium and Bitcoin.”

    Avi·55:15
• $REMX - Rare earth minerals ETF will continue its strong uptrend as critical materials remain valuable despite geopolitical shifts.

  • “I told you guys about REMX at $60. I just wanna remind you that I've been talking about REMX since $65. It is now 98. I'm still bullish. I think it's going to 200. I'm very like, it's it's it's a no brainer to me.”

    Avi·57:32

  • “Our our rare earth minerals are gonna be extremely valuable still.”

    Avi·47:25
• $URA - Uranium remains valuable as energy production push continues regardless of geopolitical outcomes.

  • “What I do think is still very valuable, uranium because we're still going to be pushing forward on energy production. So I think uranium is gonna be valuable here.”

    Avi·47:15
• $HYPE - Hyperliquid represents value at distressed prices due to transient Middle East war concerns.

  • “Arthur Hayes just put out a note saying it's going to one fifty. I kind of agree.”

    Jonah·54:21

  • “I've always been very bullish on hyperlink and I've been bullish on hyperlink for a long time.”

    Avi·54:54

Bearish:

• $GLD - Gold becomes less attractive as US reasserts hegemony, reducing demand for non-dollar safe havens.

  • “And so to me, what that means is that gold is a is actually not as interesting an investment today.”

    Avi·45:42

  • “And that makes me think that gold is gold is a less good investment today than it was yesterday if we succeed with this war, which I think we will.”

    Avi·47:07
• $EEM - Emerging markets will see outflows as capital returns to America amid renewed US strength.

  • “Probably not so good for emerging markets as people pull out of emerging markets to flood back into America as America is now viewed as a safe a safe place again”

    Avi·47:56
• $USO - Oil heading into oversupply situation with current prices reflecting only geopolitical risk premium that will fade.

  • “Four weeks ago, if you'd asked me, I would have said the oil market was heading into a supply glut, an oversupply that was, like, basically as bad as COVID when all the demand got switched off. That's the that's the fundamental picture.”

    Jonah·53:22

  • “The only thing you're looking at on screen when you see $88 a barrel is you're seeing geopolitical risk. This thing is worth 50.”

    Jonah·53:34

  • “If you can find a way to get short oil without getting your nuts blown off, you should do it.”

    Jonah·53:41