智通财经网·2025-06-23 12:58Group 1 - The core viewpoint is that the recent U.S. bombing of Iranian nuclear facilities is expected to be absorbed by the tech stocks, eliminating a significant market risk factor [1] - The successful action against Iran's nuclear capabilities is seen as reducing the threat to the Middle East and Israel, which investors view positively for the market and tech stocks [1] - The expectation of potential cyberattacks from Iran is likely to boost cybersecurity stocks, with specific mentions of Palo Alto Networks, CyberArk, CrowdStrike, Zscaler, and Check Point [1] Group 2 - The company suggests that despite potential volatility and significant risk events in the coming week, investors should consider buying favored tech winners and core AI revolution stocks during geopolitical conflicts that weaken stock prices, including Nvidia, Palantir, Microsoft, Amazon, Oracle, and Tesla [2]