The Iran war is raging and the 2026 stock market hinges not on the ultimate outcome of the war, but rather the immediate unblocking of the Strait of Hormuz. We discuss how that can happen and why you should buy AI stocks on the pullback. We also predict a pullback in all things defense when the resolution does eventually come, and we analyze how you can capitalize on that to position yourself well for the increasingly violent future we face. AI will be pivotal in the future of war and defense, as seen in the recent discussion surrounding Anthropic's relationship with the Department of War.

AI Stocks Discussed: Lockheed Martin (LMT), RTX Corp (RTX), RedCat (RCAT), Leidos Holdings Inc (LDOS), Garmin (GRMN), L3Harris Technologies Inc (LHX), Elbit Systems Ltd (ESLT), AeroVironment Inc (AVAV) and many more.

Catch our daily AI stock news show on Youtube at https://www.youtube.com/@InvestingInAI

AMD earnings happened and somehow got noticed, the non-Claude Clawdbot "sucks" but scares (dracula?), and Michael Burry loves Gamestop but Nvidia is the fraudster. Truth is stranger than fiction in our first episode of 2026.....You knew we had to come in with the save as soon as AI stocks took a fall.

AI Stocks Discussed: Google (GOOG), Apple (AAPL), Nvidia (NVDA), OpenAI (private), Anthropic (private), AMD (AMD), and many more.

Catch our daily AI stock news show on Youtube at https://www.youtube.com/@InvestingInAI

Clarifying comments on the Google/Apple deal reported in Bloomberg yesterday, practically at the exact same time our episode was recorded with speculation on what a Gemini/Siri deal would look like.