Iran

“This is the first time in a long time, really since our, the invasion of Iraq, that we've combined maximum economic pressure With a credible military deterrent. And so I do think it gives us a chance to effectively eliminate their nuclear program.”

“Bombing of the nuclear facility did not push down the market odds of Iran possessing a nuclear weapon in twenty-twenty-five. In fact, it's at the highest level of the day.”

“We're starting to see that Iran is targeting other other largely U.S. Financial services firms critical infrastructure firms to try and see, to sort of try and strike back from what is you know, how, how do they strike back against the US in a way that that, t…”

“One of Iran's largest banks was hacked by what looked like a group of Israeli hacktivists. The largest cryptocurrency exchange in Iran was hacked and all its funds were drained.”

“You know, straight of Hormuz, which Iran has control over, is 20% of the world's oil production is flowing through that every day.”

“The drone thing is just a total game changer, because you can have a small vehicle, you can launch one of these, you know, shot heads out of the back of a truck, they can go really far, and that's a lot harder to deal with than a fixed installation.”

“Just like tariffs a year ago, NVIDIA had a 30% drawdown when their business was actually flying, the actual final of their business. I think the same thing is happening here with the Iran war. Things will eventually subside”