Bits + Bips: What Happens to Markets Now That the U.S. Has Struck Iran?

Bits + Bips: What Happens to Markets Now That the U.S. Has Struck Iran? – Unchained

Bullish:

$STABLES - Stablecoins will see accelerated adoption with the Genius Act ensuring dollar-pegged dominance, positive for US reserve currency status.
$GOOGL - Google will emerge as one of 2-3 national AI champions with incredible technology and resources to keep building.
$ENERGY - Venezuelan oil production coming online as part of US strategy, with bright outlook for Venezuela's energy sector.

Bearish:

$OPENAI - OpenAI's valuation is mathematically unsound, won't deliver on sales estimates, may need government backstop within 6-9 months.
$OIL - Oil prices heading to low 50s as US strategy brings Venezuelan, Iranian, and Russian supply online to address affordability.
$BTC - Bitcoin doesn't trade on fundamentals, not a risk hedge or store of value, will remain speculative without real use cases.
$AIINFRA - AI infrastructure correction coming that will be bigger and more painful than software, creating collateral damage.