SA

Salman Ahmed 5.0 3 ideas

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Per mention Per thesis
ⓘ First mention per (ticker, direction)
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XLE
Energy Select Sector SPDR Fund
As de-escalation occurs, they will reallocate away from the U.S. into energy and real rate countries (commodity exporters).
Energy  · Apr 21 · YOUTUBE
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LONG MED
ITA
iShares U.S. Aerospace & Defense ETF
European equities are more vulnerable due to energy dependence, but selective opportunities exist in security and hardware themes, such as national champion semiconductors.
NatSec  · Apr 21 · YOUTUBE
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LONG HIGH
DJP
iPath Bloomberg Commodity Index Total Return ETN due June 12, 2036
As de-escalation occurs, they will reallocate away from the U.S. into energy and real rate countries (commodity exporters).
Macro  · Apr 21 · YOUTUBE
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LONG MED
Positions
TickerDirEntryP&LDate
XLE LONG $55.17 Apr 21
ITA LONG $231.85 Apr 21
DJP LONG $47.15 Apr 21
▶ YouTube Iran War: Stocks Edge Up as Traders Remain Hopeful on Talks | The Opening Trade 4/21/2026
Favor energy and real rate countries.
As de-escalation occurs, they will reallocate away from the U.S. into energy and real rate countries (commodity exporters).
XLE DJP HIGH Bloomberg Markets Apr 21, 09:44
Salman Ahmed
▶ YouTube Iran War: Stocks Edge Up as Traders Remain Hopeful on Talks | The Opening Trade 4/21/2026
Bullish on defense sector.
European equities are more vulnerable due to energy dependence, but selective opportunities exist in security and hardware themes, such as national champion semiconductors.
ITA HIGH Bloomberg Markets Apr 21, 09:44
Salman Ahmed
Salman Ahmed | 3 trade ideas tracked | ITA, XLE, JETS, DJP, AAXJ | YouTube | Buzzberg