ESTUN AUTOMATION

I think this iran war will cause country to rethink about alternative to oil. Good idea to bet on alternative energy when this war settles!

Geopolitical risk remain, but staying in the game is more important than timing the game. Stay focus, stay clear minded!

As long as the war keep going, the whole equities market will suffer regardless of industries. Hedging with oil or defense is still a bad idea!

The war us going to last and end up become a forever war. Stock market is going to take a beating, the commodities market will boom!

I think oil prices are likely to go up but things can change very quickly and it doesn’t necessarily mean that all oil-related stocks will go up in price.

High oil prices should continue for another cycle. Buy some energy stocks. Although precious metals have fallen, they have after all outperformed the broader market.

Staying long energy equities while the geopolitical premium holds but fade if supply normalizes

U.S. leads the platforms (AI + chips), while China dominates manufacturing scale

Oracle is on enterprise AI spending. If cloud and AI capex stay strong, buy at any tech dip

Oil is in an obvious third wave and might extend to 125 before pulling back in a fourth wave which will coincide with a tech and risk on rebound. Risk on assets are in the throes of the third wave of the C of a bigger A wave and should see a B wave rebound when oil does its fourth wave. Hope many have heeded my warnings on the market in my earlier posts and done the necessary. Stay safe!

The market is plunging as the fighting escalates in the war and oil supply is affected. I really hope the situation will improve soon.

Volatility is here to stay as the war continues. However once Trump pulls off a TACO, the rally continues!