TSM Stock: Why Selling Puts Is The Win-Win Play

Intensification of the Iran war has driven a surge in oil prices, creating a meaningful risk-off impulse across markets. Higher oil/commodity prices are putting downside pressure on high-growth tech stocks via rising input costs and a potential rotation out of long-duration assets, increasing near-term volatility and downside risk to tech multiples.

Analysis

Intensification of the Iran war has driven a surge in oil prices, creating a meaningful risk-off impulse across markets. Higher oil/commodity prices are putting downside pressure on high-growth tech stocks via rising input costs and a potential rotation out of long-duration assets, increasing near-term volatility and downside risk to tech multiples.