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And Trump is about to cut them off

Dear Reader, Most people don't know this… Iran depends on a material that comes from one tiny North Carolina town. It's critical to manufacturing semiconductors, telecom equipment, and advanced electronics. America controls 80% of the world's supply. Business Insider calls it "crucial to make chips that power everything from smartphones to data centers." Trump is expected to weaponize this monopoly — banning all exports. When he does, Iran's tech infrastructure crumbles. China's AI ambitions collapse. Every hostile nation loses access overnight. And every chipmaker on Earth is forced to relocate to American soil. Morgan Stanley estimates that reshoring triggers a $10 trillion transformation. A handful of U.S. companies stand to capture the biggest profits. Full details are here. Andrew Packer Editor, Grey Swan (c) 2026 Grey Swan Investment Fraternity. All Rights Reserved. Protected by copyright laws of the United States and international treaties. This Newsletter may only be used pursuant to the subscription agreement. Any reproduction, copying, or redistribution, (electronic or otherwise) in whole or in part, is strictly prohibited without the express written permission of Grey Swan Investment Fraternity. 702 Cathedral Street, Baltimore, MD 21201. (TEL: 866-584-4096) Legal Notice The mailbox associated with this email address is not monitored, so please do not reply. However, your feedback is very important to us so if you would like to contact us, please click here. Remove your email from this list: Click here to Unsubscribe Reference number: 000122325764