🚨 MY NEW 7-FIGURE BET: THE MOST HATED SECTOR IN THE MARKET IS ABOUT TO SNAP

It’s a sector the market has completely ignored — yet the global economy literally collapses without it.

The anti-commodity narrative is breaking.

The era of “just own digital” is fading.

We’re rotating back to a world where real assets matter.

I’ve already explained why, at current ratios, I prefer oil companies over gold miners.

But energy isn’t the only deeply mispriced hard-asset play.

There’s another sector trading near historic pessimism.

Agriculture.

More specifically: the inputs required to feed a growing population on shrinking arable land.

I am heavily accumulating Nutrien (NTR) — essentially the Amazon of farming inputs.

At today’s valuation, the gap between share price and global food reality is absurd.

• Trading near a fraction of replacement value
• Priced as if a deep recession is coming
• While potash supply/demand dynamics are tightening for the first time in two years

The market is asleep.

Food security is not cyclical. It’s structural.

I feel significantly more comfortable owning the world’s largest crop nutrient producer than software stocks trading at 50x earnings with narrative risk.

Downside: Supported by tangible assets, cash flow, and hard inventory.
Upside: A violent re-rating once capital rotates back into real assets.

For transparency, I’m still holding:
• VanEck Oil Services ETF (OIH)
• Energy Select Sector SPDR Fund (XLE)

Both up ~10% in the past 10 days.

I’m sharing this publicly because I believe this is the next major rotation.

No matter what happens with AI.
No matter what happens with tech multiples.

People need to eat.

This is not a 3-week trade.
This is a 2–3 year position.

As always, this isn’t financial advice — just transparency on how I’m allocating capital.

I’ve called major market inflection points over the last decade, and I’ll continue sharing my moves in real time.

Markets move fast.

Pay attention.