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StocksMedium•30 March 2026•

1 min read

Analyst Highlights RTX, BP, and TSM as Strategic Plays Amid US-Iran Tensions

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Key Facts

1Analyst Aquiles Larrea, Jr. identifies RTX and BP as core portfolio positions.

2TSMC (TSM) is labeled as a 'high flyer' candidate for growth.

Financial analyst Aquiles Larrea, Jr. has identified RTX Corp. and BP PLC as essential core positions for investment portfolios navigating current geopolitical instability. In a recent assessment, Larrea noted that defense and energy sectors are poised to benefit significantly during and after potential conflicts between the U.S. and Iran. Additionally, Taiwan Semiconductor Manufacturing Company (TSM) was highlighted as a 'high flyer' candidate, offering substantial growth potential despite market resistance. These recommendations suggest a strategic shift toward sectors that historically show resilience during periods of heightened military tension. Investors are increasingly looking at these specific instruments as hedges against broader market volatility. The analysis underscores the importance of sector rotation into defense, energy, and advanced technology in the current global climate.