Skip to contentHome page Seeking Alpha - Power to InvestorsMar 30, 2026, 5:43 PM ETS&P 500 Index (SP500), SPX, DJI, NDX, SPY, DIA, QQQ, IVV, VOO, IWMCO1:COM, SSNLF, TSM, TSMWF, LMAHDS03:COM, MPWR, TXN, TXN:CA, ADI, MCHPTech ContrariansInvesting Group LeaderCommentsSummaryThe U.S.-Israel war on Iran persists, in spite of Trump's signals of potential resolution to which the market has grown thicker-skinned.The supply shock that this creates, and could expand with the closure of the Bab al-Mandeb Strait, has yet to take its full force, and markets are beginning to digest that.Tech itself had been in a bit of a tough spot heading into this, with forecasts for smartphone and PC TAM to decline in the double digits for the year.It seems we're getting all the cards on the table, and in a market like this, the beneficiaries could be the analog peer group.Looking for a portfolio of ideas like this one? Members of Tech Contrarians get exclusive access to our subscriber-only portfolios.