Sell NVDA by Sep 13, 2026.

I've been trying to connect the dots on a few massive macro risks coming up over the next few months, and honestly, the math is starting to look pretty crazy heading into the elections. First, this US-Iran "deal" feels incredibly shaky. Markets are happily rallying today :). Even if the heads of state signed a paper, the IRGC has zero reason to play nice. If I'm them, the smartest move to hurt the US to the maximum extent is striking …