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A Micron 13-Bagger on Investing Through a US-Iran War | Red Eye Returns
Tima Kanaan of Red Eye Returns joins the podcast from Lebanon, and her core argument is that the market is complacent, pricing in almost nothing even as two wars run at once. We open on the live US-Iran conflict she keeps insisting people not forget, why she thinks it is nowhere near over, and whether a war can paradoxically look bullish while oil sits above $100. From there we get into the AI trade as its own war front, the China price competition from Alibaba's Qwen and Kimi, and why we both read the sudden AI safety push from the frontier labs as self-serving and political rather than a…
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