SHORT SAAS

The Strait of Hormuz closure is a systemic threat - Rising oil prices and blockages in this critical corridor could trigger the most significant global supply chain disruption of our lifetime.

AI agents are cannibalizing seat-based SaaS - Tools like Anthropic’s Claude Cowork are shifting value from traditional per-user software models to automated task execution, causing a sector-wide sell-off.

The Iran conflict is marred by market impropriety - Recent trading patterns suggest significant evidence of insider trading as players position themselves around geopolitical developments in the Iran War.