Boy, there are a LOT of beaten down, high-quality growth stocks out there right now that look completely mispriced relative to their backlogs and continued growth quarter after quarter.
If this Iran/Strait of Hormuz deal is legitimate and we get meaningful de-escalation, there could be life-changing opportunities scattered across nearly every sector.
So many fundamentally strong growth names have been absolutely obliterated while geopolitical risk and rising yields have consumed the broader market.
The opportunity set right now is insane.