The Best Opportunities Are Found in Chaos, Not Euphoria

The article argues that investors should focus on infrastructure suppliers and secondary beneficiaries of major trends rather than headline-grabbing companies. With the US-Iran peace deal reducing geopolitical risk and SpaceX's IPO signaling a new market cycle, opportunities exist in AI infrastructure, semiconductors, software platforms, and electrical infrastructure. The author warns against chasing popular narratives at inflated valuations, emphasizing disciplined stock selection based on sustainable economics rather than market euphoria.