$HII

@mrmikeinvestingJan 3, 2026 · 5:36 PM

This morning the US has invaded Venezuela. Everyone is led to now asking the same question. How can you actually make money from it? 1. Oil and heavy sour crude ~ $VLO, $MPC, $XOM Venezuela is fundamentally in oil, but specifically more in heavy sour crude. Light sweet crude isn’t a substitute for Venezuela barrels, so when this supply is disrupted, diesel cracks, and heavy light spreads widen. This benefits complex refiners with flexible sourcing, and trading arms. 2. Naval Assets and defense ~ $LMT, $AVAV, $HII Enforcement, and security requires naval platforms, precision strikes, and unmanned systems. Sustained presence drives demand for ships, drones, and control across prime contractors. - $LMT ~ Integrated strike systems and ISR backbone. - $BA ~ F/A-18’s, bomber platforms & more. - $AVAV - Tactical drones - $HII - Shipbuilding and naval assets. 3. Oil control drives needs for data control and decision making ~ $PLTR Securing or restricting Venezuelan oil flows from ports, sanctions, & infrastructure is ultimately a data problem. PLTR is focused on the decision layer, and fuses maritime tracking, ISR logistics, and intelligence into one large plan. 4. Controlling the seas and the data ~ $LDOS, $LHX, $RTX Caribbean operations focus on maritime surveillance, ISR, & enforcement. These 3 picks below are directly involved with doing such tasks. - $LDOS ~ Maritime ISR, autonomous patrol, command and control. - $LHX ~ Sensors and secure communications linking ships, drones, & aircraft. - $RTX ~ ISR sensors, naval strike systems, Tomahawk missiles. 5. Drone surveillance and communication ~ $ONDS With ONDS providing tactical drones, secure data links for port monitoring, and infrastructure monitoring it is a perfect fit.