Fell for it!

Hamaney died. Today, the host of Iran’s national television tearfully announced that Iran’s Supreme Leader Hamaney has been killed. He was hiding well, but was misled by traitors to discuss negotiation plans, and all the high-level officials were called in to discuss. After the location was leaked, they were all taken out…[Taogu Ba]
Iran’s radar is too outdated to respond in time, and the entire country has been infiltrated like a sieve. Even photos of Hamaney being rescued can be transmitted in real-time to Americans.
That’s why Trump could confidently say that Hamaney is dead, because he obtained firsthand information. If Iran continues to resist stubbornly, they can exist like the Taliban in Afghanistan—no fear of losing the supreme leader, and they can elect a new leader and still fight.
If they surrender, the country will definitely fall apart—game over. As for why some people are happy to hear about Hamaney’s death, it’s because old Hamaney is Azerbaijani, while Iran’s main ethnicity is Persian. There are ethnic tensions involved.
In short, the sheepfold has been dismantled. The first to celebrate are definitely the sheep, then the wolves, and the angry ones are the shepherd dogs. Everyone’s mindset is different.
Looking back at Hamaney’s life, let me put it this way: his life is basically a history of struggle. Think about it—his arms are残, and over a decade ago he was diagnosed with prostate cancer, yet he clung tightly to power and led Iran through decades of turbulence in the Middle East for 37 years. Along the way, he indeed made Iran a regional power that no one dares to underestimate, but the mess and conflicts at home only deepened over time.
The most tragic part is his final ending—he spent his life defending against real guns, only to be killed by an “insider.” Betrayed by his own people, even the rescue footage was live-streamed to his enemies. Such a death, for a tough iron-fisted leader who dedicated his life to strength, adds a particularly tragic and ironic ending. It proves the saying: he dodged countless assassinations but couldn’t escape the unpredictability of human nature.
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Let’s not dwell on it. Using history as a lesson—I’m talking about financial history—does anyone remember Israel’s “Lions’ Airstrike” operation on June 13? At that time, the market was triggered in four sectors: nuclear contamination, oil, military industry, and methanol (Iran is the world’s second-largest methanol producer and one of the largest exporters).
Here’s a summary of the day’s trading hype:
Some might ask: what about gold? Gold only rose three times, and none of them were genuine. This time, it might be different—let’s see how the market reacts.
Now, the situation seems a bit special for the following reasons:

• Those holding large oil positions say: blockade of shipping lanes, prices will surge;
• Those holding gold and silver say: safe haven, prices will surge;
• Those holding photovoltaic energy storage say: energy substitution, prices will surge;
• Those holding AI large models say: war brain, prices will surge;
• Those holding power equipment say: AI infrastructure, prices will surge;
• Those holding domestic computing power say: national defense security, prices will surge;
• Those holding machinery infrastructure say: Iran reconstruction, prices will surge;
  Based on everyone’s fantasies, even a thousand limit-up stocks wouldn’t be enough…
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1. A tanker attempting to pass through the Strait of Hormuz was hit. Shipping lanes are blocked, which is good news for crude oil and oil tankers—related to shipping.
2. Iran’s stock market suspended trading until next week. This news has a dark humor feel—our homes are stolen, and the stock market is still running… Yesterday, we even said the US and Israel are attacking us, and we refused to participate in the World Cup. Brother, this is a life-and-death battle.
   However, many are optimistic about Iran’s stock market surge because it is betting on restructuring concepts, reasoning that: change of actual controllers can be compared to Venezuela.
3. Saudi Arabia’s stock index (TASI) fell 4.6% in the early trading session. Some might wonder: aren’t Saudi Arabia and the UAE neutral? Why are they also being attacked when Iran goes crazy? Because they have US military bases, so-called neutrality doesn’t exist. When US planes pass through, you pretend to sleep—if I don’t hit you, who will I hit…
   Just saw a review of the Burj Al Arab hotel in Dubai, and I couldn’t help but laugh:
   A. I don’t recommend staying at this hotel because it has no air defense system.
   B. I don’t recommend it; a rocket hit our room.
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   Finally, I noticed that besides stock traders, most people around me are indifferent to this war. Only a very few ordinary people care about such things.
   Like the protagonist in Liu Zhenyun’s novel, based on his cousin. He works as a cook on a construction site in Beijing. One night, his cousin called him himself, speaking in Henan dialect: “Why are you still sleeping?”
   Liu Zhenyun didn’t understand: “Brother, what’s wrong?”
   Cousin said: “Saddam is dead!”
   What does Saddam’s death have to do with a cook in Beijing? It turns out his cousin thought Saddam’s execution was bloody and hoped it would be better next time.
   Liu Zhenyun said: “People are dead, how can there be a next time?”
   Cousin said: “Saddam’s brother hasn’t been executed yet.”
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   At night, while eating skewers, I talked about Hamaney with someone on the phone. The guy at the next table, with a mischievous look, came over and asked: “Who’s not wearing underwear?”
   I hung up and patiently corrected him: “Hamaney, Iran’s president, have you heard of him?”
   The guy got impatient: “Isn’t it Osama?”
   I got a bit angry: “That’s Saddam, that’s Iraq. This is Iran.”
   The guy left annoyed because he didn’t find out about the girl not wearing underwear…
   I took a sip of beer, feeling a bit gloomy—like I didn’t meet a kindred spirit, but also realizing that this messed-up world is not Shakespeare’s stage with all the noble tragedies. It’s Kafka’s labyrinth, and we are all beetles busy running inside, not knowing where the exit is.
   The world is chaotic, but we still have to protect our own little patch in this chaos.
   To hell with Hamaney, to hell with Trump, to hell with Israel…
   Boss, two more skewers of kidney!!!