By Graham Summers, MBA | Chief Market Strategist
The U.S. struck Iranian nuclear facilities overnight on Sunday. As President Trump detailed in his Saturday night address, the U.S. “obliterated” three nuclear sites in a single operation.
The implications of this are vast, but the key ones are that global balance of power has now shifted.
As Bill King notes, Iran has had three primary points of leverage/ strength: its nuclear enrichment, its missile defenses, and its terrorist proxies. According to reports, Iran’s nuclear programs have been decimated. And its missile defenses and proxies have been weakened dramatically.
Iran has vowed to retaliate… but given what the U.S. just accomplished, you have to wonder how wise it would be to do so. If the U.S. can enter Iranian airspace, blow up key facilities, and then leave without being detected, it’s likely not a smart move to engage it further.
Reports are circulating that Ayatollah Ali Khamenei has appointed three potential successors. And the U.S. is alleged to be discussing the reinstating of Crown Prince Reza Pahlavi once the Islamic regime falls. The writing is on the wall: regime change is very likely coming to Iran.
The markets certainly seem to be unflustered. Oil jumped initially on threats from Iran to close the Strait of Hormuz, but the commodity has since rolled over and retraced most of the move. Looking at the chart you’d be hard pressed to tell ANYTHING had happened from a geopolitical perspective.

Stock futures opened up on Sunday overnight. As I write this they’re effectively flat. Again, this is telling: the markets are signaling a complete lack of concern about this situation. Of course, anything can happen in geopolitics, but right now, Monday morning, the markets are unfazed.
So where do we go from here?
The potential exists for a positive outcome here. Both Russia and China have lost their most important ally in the Middle East. This weakens them from a strategic standpoint and potentially opens the door to LESS global conflict as Russia just lost one of its biggest military/ economic supporters while China has lost one of its primary sources of oil.
Put simply, it is possible that PEACE and prosperity might come out of this ugly chapter. Of course it’s very early, and things can change at any point, but right now, the markets are discounting a positive future.
And there is a LOT of money to be made with the right investments.
One of them is the AI Revolution. Geopolitics has been grabbing the investing public’s attention for two weeks now, but the AI revolution continues. Tesla just launched its Robotaxi: a completely driverless car that can transport passengers wherever they want to go in comfort. Big Pharma is now using AI in drug development, potentially speeding up the development of life saving treatments. Heck, the State of Mississippi just announced it will be partnering with Nvidia to implement AI education to its workforce.
So while Iran has become the #1 focus for the media, investors need to shift their attention back to AI, where game-changing developments are unfolding on a near weekly basis.
On that note, we just published a new special investment report The AI Plays Your Broker Doesn’t Know About that details three unique investments designed to profit from the ongoing revolution in AI. Best of all, Wall Street has little to no idea these companies even exist, let alone their potential.
We are making just 99 copies available to the general public. To pick up yours…
Best Regards
Graham Summers, MBA
Chief Market Strategist
Phoenix Capital Research