I’m Betting This Will Be President Trump’s Biggest War Yet

On Feb. 19, Trump said that the world would find out “over the next, probably, 10 days” whether the U.S. will reach a deal with Iran or take military action.

Well, we just blew past that deadline with nothing to show for it.

Let’s be real, though, a purported “deal” with Iran was always far-fetched.

Trump just teased the idea of one to buy time for the Pentagon to prepare for its inevitable assault. In fact, he gave the game away in January when he threatened military action during Iran’s violent crackdown on government protests.

However, that action never came because the pieces weren’t yet in place.

Meanwhile, Iran never believed for a second that Trump was serious about negotiating.

They’re radical but they’re not stupid.

They’ve also been attacked by Trump twice before — first in 2020, when he assassinated one of the country’s top generals, and again last year when he bombed their nuclear sites.

That’s why they’ve spent months preparing for this next onslaught.

Iran has signed secret trade deals with Russia and China for shoulder-fired missile launchers and anti-ship cruise missiles.

They’ve been fortifying key military and nuclear sites. And they’ve covered and hardened entrances to underground tunnel networks.

Iran’s military has been carrying out live-fire exercises in the Strait of Hormuz — the critical bottleneck between the Persian Gulf and the Gulf of Oman through which 20% of the world’s crude passes.

It’s also reorganized its chain of command, and its proxy groups have signalled a readiness to act.

One Iran-backed Iraqi militia group — Kataib Hezbollah — issued a statement saying it would respond to any U.S. attack with strikes “on the main sovereign military and security sites of the American occupation.”

Two others have expressed a readiness to respond, as well.

This is why Trump withdrew U.S. military personnel from bases in Syria, Qatar, and Bahrain.

Trump has also dispatched two carrier strike groups — the USS Gerald Ford and the USS Abraham Lincoln — to the region.

This isn’t just a negotiation tactic — it’s the largest build-up of American military assets in the Middle East since the 2003 invasion of Iraq.

That’s why Trump used his State of the Union Address to prime the American public for what’s next.

Iran has “already developed missiles that can threaten Europe and our bases overseas and they’re working to build missiles that will soon reach the United States of America,” Trump said in his keynote address.

“They were warned to make no future attempts to rebuild their weapons program, in particular nuclear weapons… They want to start all over again and are at this moment pursuing their sinister ambitions.”

The signals are obvious, which is why I’ve been loading up on defense contractors and oil stocks.

Because — unlike Trump’s previous strikes — this is shaping up to be a prolonged conflict.

Consider this…

Last year, when Iranian militias laid siege to shipping lanes in response to Israel’s war on Hamas, the Pentagon spent more than $1 billion on weapons and munitions on counter-strikes in just one month’s time.

That was the cost of more than 2,000 bombs and missiles being fired, seven drones getting shot down, and two F/A-18 Super Hornets tumbling off of an aircraft carrier.

Meanwhile, the strike on Iran’s nuclear facilities (Operation Midnight Hammer) is estimated to have cost roughly $700 million.

This operation, which aims to eliminate Iran’s nuclear program for good and potentially regime change, will be even more costly.

Setting aside strikes on U.S. assets and the potential loss of life, Iran’s strategy will simply be to turtle up and endure as much of the bombardment as it can for as long as possible.

That will make for a huge drain on American munitions, which are already in short supply.

That’s going to mean more windfall profits for companies like RTX (NYSE: RTX), General Dynamics (NYSE: GD), Northrop Grumman (NYSE: NOC), and Lockheed Martin (NYSE: LMT).

But it’s going to mean even bigger moves for smaller defense tech companies — like the ones I track at Secret Stock Files and The Crow’s Nest.

In fact, if Trump is being truthful about Iran’s capabilities, the company at the heart of the Golden Dome — the massive missile shield being engineered to safeguard America’s homeland — is going to make another big jump.

It’s already up 145% since I first recommended it. And growing threats from the likes of Iran, China, and Russia will soon send shares even higher.

So prepare for the inevitable and learn everything you need to know right here.