Matt SoCal

@USTradeRep Are we going to get critical minerals from Japan or invest in domestic production?

Locking in U.S.-Japan Action Plan on Critical Minerals 🔒 Ambassador Greer announced the enactment of the U.S.-Japan Action Plan on Critical Minerals to expand production and strengthen our supply chain resilience. Learn more: ustr.gov/about/policy-o…

@RapidResponse47 @WhiteHouse @POTUS C’mon President. You are the peacemaker. Show your support

.@POTUS on Japan's support in the Iran operation: "We've had tremendous support and relationship with Japan on everything, and I believe that based on statements that were given to us yesterday...having to do with Japan, they are really stepping up to the plate, yes."

@iperionx @TasoArima Are you guys bankrupted?

IperionX has released its 2026 letter from CEO @TasoArima to shareholders and other valued stakeholders, outlining plans to grow the U.S.'s leading domestic titanium manufacturing platform, essential to America’s industrial renewal, defense strength, and long-term prosperity. Link: app.sharelinktechnologies.com/announcement-p… #titanium #IPX $IPX $IPX.AX

@Investingcom Gonna be $100+ tomorrow again

*OIL FALLS TO $85 A BARREL AFTER TRUMP IRAN REMARKS

@elonmusk We need a SUV like Escalade, Range Rover

Tesla will be #1 in more states over time

@Tesla @teslaenergy Good job admin! Very smart post!

Cost of oil/gas is variable Cost of the ☀️ is not affected by world events @TeslaEnergy allows you to become independent from the grid & gas prices alike

@BlackPantherCap Buy Crital Metals and Minerals stocks. China will restrict rare earths exports once again. If they not, they will lose to us forever @MFA_China

🚨PREPARE FOR A -20% MARKET DROP: Everyone thinks the Iran conflict is an oil story. It’s not. Let me explain what this is really about. The Strait of Hormuz has been closed for 8 days. Markets are focused on crude prices. That’s the wrong variable. The real cascade nobody’s mapping: 92% of the world’s sulfur comes from refining oil and gas. Close Hormuz, you don’t just lose 20 million barrels of crude per day. You lose the feedstock for sulfuric acid m, the single most produced chemical on Earth. Sulfuric acid is how we extract copper. How we extract cobalt. Without it, you can’t make transformers, EV batteries, or the substrates inside every data center on the planet. One chemical. One feedstock. One 21-nautical-mile chokepoint. It gets worse. Qatar ships 30% of Taiwan’s LNG through Hormuz. Taiwan has 11 days of reserves. $TSMC, the company making 90% of the world’s advanced chips, draws 8.9% of Taiwan’s entire electricity grid. No gas → no power → no chips. Then food. 33% of global nitrogen fertilizer feedstock moves through that same strait. Half of all humans alive exist because of synthetic nitrogen. Sulfur. Semiconductors. Food. Three supply chains. One chokepoint. Zero domestic alternatives at scale. The economic math from here: Oil holds $80-100+ per barrel if closure persists beyond weeks. Inflation climbs 0.5-1% above baseline. Fed delays rate cuts, 1-2 reductions instead of 3. GDP growth slows to 1.5-2%. Stagflation risk over the next 3-6 months is real. S&P/Nasdaq: 5-10% correction base case. Tech/growth down 10-15% on higher yields and risk-off. Energy and defensives up 5-10%. Market is currently pricing a 4-week conflict duration. If this extends? 15-20% drawdown. What I’m watching: The US objective isn’t just degrading Iran’s military. It’s economic strangulation, destroy the refinery infrastructure, induce blackouts, impair logistics, accelerate regime instability without a full ground invasion. The short-term pain is intentional and accepted. The strategic calculus: weaken Iran’s ability to project power, sever proxy support, and neutralize a nuclear threat permanently. China feels this differently. Iran was supplying 1M+ barrels daily of discounted sanctioned crude. That’s gone. Now Beijing is forced into costlier alternatives while already under U.S. economic pressure. This isn’t about oil. Oil is just the vector. The real targets are the supply chains that run through it. How I’m positioning into this: If this escalates and markets reprice, here’s my expected drawdown map on BETA stocks: > $ASTS, -15 to -35% (beta amplification, rate sensitivity in space telecom) > $IREN, -20 to -30% (rising energy costs crushing margins) > $CIFR, 15-20% (rising energy costs crushing margins) > $AMPX, -15 to -30% (cobalt + sulfur supply chain disruption hits batteries hard) > $RKLB, -10% to 25% (higher yields compressing aerospace valuations) > $ONDS, -10% to 25% (industrial wireless demand slowdown in tight credit) > $NBIS, -5% to 20% (AI cloud risk-off but lower beta buffers the downside) > $KRKNF, -5% to 15% (low beta, robotics holds relatively well) > $OSS, -5% to 15% (hardware stability, limited tech sector contagion) I still hold cash. That cash exists for exactly this scenario. My plan: I don’t hold enough cash as of now, which is why my strategy will be to buy the hardest-hit names on the way down, DCA monthly through the pressure, and let the timeline work. If this plays out as I expect, escalation through summer, then resolution, the relief rally sets up Oct/Nov. That’s 7-8 months of accumulation before the market re-rates. The biggest mistakes in geopolitical dislocations are panic selling and waiting for the all-clear. By the time the all-clear comes, the move is already over. Note: This is not financial advice.

@laurenpayne2012 Reminds me the people who were so excited while $SLV was $110 New bag holders are loading

@BRICSinfo Expect @MFA_China to escalate and restrict critical minerals export to US as we literally destroyed all the oil supply chain in Venezuela and airan

JUST IN: 🇨🇳 Elon Musk says "China is rapidly reducing dependence on oil."

@elonmusk This is not Iran war, this is US-China war. So Venezuela were. Expect @MFA_China critical minerals escalation like they did before

China is rapidly reducing dependence on oil

@clashreport This reminds me the ones who bought $SLV at $110

BIG: Oil market prepares for $100 a barrel. Source: FT

Me drinking from a paper straw to save the planet. The government:

@Chimp_Capital Can’t agree more! This is the opportunity of 2026 gifted by Trump

Chimp doesn’t bullsh*t you like all the other X accounts. “Maybe we will get a small dip then everything will be okay.” “War is bullish! Buy the dip!” “I anticipate a 5% correction.” “Good news on the Strait of Hormuz will send us to the moon.” No. This is going to be a downturn of “Biblical” proportions. Prepare your Uranus holes. I give it to you STRAIGHT. Whether bullish or bearish. Facts dont give a f*ck about your feelings. $QQQ $SPY $DJI $IWM

@Leo_Traydes Green!

Doesn’t seem like any major headline came out this weekend surprisingly… what kind of week do we think we’ll see on the markets?

@Investingcom This is not war of Iran, this is war of China. And luckily @MFA_China has no balls to do anything! Long live USA 🇺🇸

*US ENERGY SECRETARY WRIGHT: CHINA ABOUT TO LOSE SECOND OF 3 'GAS STATION SUPPLIERS'

@TigerLineTrades 😂 Who wants to be the next one who bought $SLV at $110 ?

DO WE THINK OIL COULD HIT $150 A BARREL? IF SO DROP WHICH STOCKS WE SHOULD WATCH BELOW! 👇👇 $TPET, $BATL, $USEG, $INDO

@WOLF_Financial $UAMY

What is 1 stock I should do more research into this weekend?

@SwingTraderQ I agree

10 out of 10 my indicators say we rally next week. $spy $qqq

@NotA_Bull +3.50% Daily +24.05% Weekly

Portfolio ended -2.43% today 🔴🔴🔴 - $2,800 How did your portfolio perform today?

@SecScottBessent @POTUS

The world is well supplied in oil thanks to @POTUS’ policy of American Energy Dominance. Our allies in India have been good actors and have previously stopped buying sanctioned Russian oil. As we work to ease the temporary gap of oil supply around the world, we have temporarily permitted them to accept Russian oil that is already on the water. This deliberately short-term measure will not provide significant financial benefit to the Russian government because it only authorizes transactions involving oil already stranded at sea.