To The Moon

While headlines focused on geopolitics, the market quietly started sorting out its winners. During the recent Iran war tensions, three industries pushed to the top of the performance rankings this year:

Oil & Gas (+61.5% YTD)

Fiber Optics (+56.7%)

Data Storage (+54.7%).

Energy leadership was easy to understand. When traders start worrying about supply disruptions or shipping routes like the Strait of Hormuz, oil immediately becomes a strategic asset. Royalty trusts moved sharply higher because they collect royalties directly from oil and gas production and pass that income to investors.

Inside this group, the strongest names included $North European Oil Royalty(NRT)$ , $Texas Pacific Land(TPL)$ , $Uranium Royalty Corp.(UROY)$ , $Marine(MARPS)$ , and $Permian Basin Royalty(PBT)$. These companies benefit directly when commodity prices rise or when energy security becomes a global theme.

At the same time, the fiber optics infrastructure trade kept running. Stocks like $Ciena(CIEN)$ , $Lumentum(LITE)$ , $Viavi Solutions(VIAV)$, $Applied Optoelectronics(AAOI)$ , and $Optical(OCC)$ are tied to the global data backbone, the networks powering cloud computing, AI traffic, and military communications.

Then there’s the data storage group, with leaders such as $Micron Technology(MU)$ , $Western Digital(WDC)$ , $Seagate Technology PLC(STX)$ , $Silicon Motion Technology(SIMO)$ , and $SanDisk Corp.(SNDK)$ . Data demand keeps expanding, whether markets are calm or geopolitical risk is rising. Step back and the pattern becomes obvious: energy security, digital infrastructure and data storage. When uncertainty rises, capital tends to flow toward assets that power the world, physically or digitally.

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