Last week, while markets were selling off in panic and oil was spiking toward $115 a barrel, I kept thinking about something Luke Lango told me weeks before the first U.S. strike on Iran. He said the White House wasn’t just buying rare earth stocks. It was systematically acquiring stakes in every company that sits at a critical chokepoint in America’s supply chain — the exact chokepoints that become national security emergencies the moment a conflict like this one erupts. He was right. Within hours of the Iran strikes, the stocks on his list were moving exactly as he described. Drone manufacturers up 10%–15% in a single session. Defense AI is surging. Energy infrastructure stocks are spiking. And gold is breaking toward all-time highs. None of that surprised Luke. Because he’d already identified the pattern months ago — in an official government national security document that maps out, in precise detail, which sectors Washington needs to control to survive a major geopolitical shock. The Iran situation didn’t create this story. It just made it impossible to ignore. Here’s what most investors still don’t realize: the government’s buying spree didn’t pause when the missiles started flying. It accelerated. Because the very vulnerabilities Luke has been describing — our dependence on foreign supply chains for rare earths, energy, semiconductors, and defense technology — just became front-page news overnight. Luke has named more than 100 stocks he believes will be at the center of Washington’s next wave of investment. And for a limited time, he’s sharing the full list free of charge. If you’ve been watching the Iran situation and wondering where the smart money could move next, Luke has already identified more than 100 stocks. Click here to see the full list free of charge. Regards,
Jeff Remsburg
Editor, InvestorPlace Digest P.S. Luke called two White House stock buys before they happened: MP Materials and USAR. Both surged after Washington moved in.
He’s now making his third call. Given everything that’s unfolded this past week, I’d pay close attention. The full briefing is right here, free. | 
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