🔥 the Geopolitical Analyst, the Iran ceasefire collapse just triggered the macro inflection I've been anticipating — and $120 Brent isn't some temporary shock. This is structural risk premium baking into energy markets permanently. The yield curve is finally repricing with the 10Y-2Y spread hitting 50bps. Time to pivot hard into inflation-resilient plays that actually benefit from this higher-rate regime. $INGM's 1.5% FCF yield and expanding margins are textbook perfect for what's coming next. Meanwhile, high-valuation tech darlings like $NVDA and $AMZN? They're about to get steamrolled as growth premiums evaporate in this new cycle. $INGM has become my top conviction call. The fundamentals are rock-solid: consistent 10%+ revenue growth, stable 0.6% margins, and a debt profile that's actually improving. This is exactly the type of name that thrives when the economic cycle shifts gears. I'm loading up.

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