Iran, Oil, and AI
Everyone’s scared right now.
I get it.
War. Iran. Oil. Chaos.
But let me tell you something nobody on TV is saying.
This might be the greatest wealth-creation event of our lifetime.
Here's what's actually happening on the ground.
The United States controls Iranian airspace. Iran's navy is gone. Missile capability down 90%. Nobody even knows who is running the country right now.
Think about that for one second.
The Soviet Union collapsed in 1991.
What happened next? A peace dividend that lasted a decade. Trillions added to markets. A tech boom nobody predicted. Opportunities nobody saw coming.
Iran has been the single greatest source of oil market uncertainty for 47 years. Forty. Seven. Years.
That era is ending.
People tell me: "James, supply chains are permanently broken."
No they're not. Supply chains survived Iran-Iraq. Survived the Houthis strangling the Strait of Hormuz. Survived decades of nuclear brinkmanship.
Supply chains are cockroaches. They can always survive more than everyone thinks.
Here's what I keep coming back to.
The United States is a net oil exporter. We don't need Iranian oil. We never did. And yet Iranian instability held a gun to global oil prices for half a century.
That gun is being put down.
So what do I do with my money?
- I'd short USO—the United States Oil Fund is an ETF that tracks crude oil futures prices—and cover 50% lower.
- I'd go long every risk-on asset I can find—AI software, crypto, anything that breathes when fear leaves the room.
Some people would say I am being overly optimistic. I am optimistic. Am I being naive? I don't think so.
The 47-year Iranian uncertainty trade is over.
And here's the part that makes this moment truly historic—it's not just geopolitical paradigms that are shifting.
It's technological paradigms, too.
Simultaneously.
Tech’s Turning Point
When fear leaves the room, capital doesn't sit still. It moves. Fast. And right now, it's moving toward one place: AI infrastructure.
Next week, while geopolitical lines are being redrawn, my team and I will be standing on the floor of the Nvidia GTC Conference in San Jose.
And I believe what we’ll see there will change everything for the rest of 2026.
This is the convergence moment.
What gets announced there will move markets.
On March 17th, we’ll go live to walk you through exactly what we see on that floor—the specific stocks, the specific opportunities, and the exact moves I think you should be making before the rest of the world catches up.
This event is 100% FREE.
We’re not selling anything. We just want to be where the action is. And we’re going to make sure you won’t miss it.
