Which sector wins when the geopolitical "fear premium" fades? AI stocks, Metals (Gold, Silver etc) or BTC?

We’ve seen a lot of volatility lately due to the Iran situation. Historically, once a conflict reaches an "arrangement" or resolution, the market prices in a peace dividend.

If we assume a cooling-off period is coming, which of these is the smartest play?

1. **AI Stocks:** Reclaiming the growth narrative.
2. **Commodities (Gold/Silver):** Likely to see some profit-taking, but is the long-term floor higher now?
3. **Bitcoin**

Personally, I'm thinking AI in short term and Metals in the long term. Not a Crypto expert so I have no idea.