Nathan Moser says he's seeing signs to be a bit more cautious of markets despite having a long-term bullish view. He believes the U.S.-Iran War needs to come to a swift end to avoid a stick shock effect from rising oil prices. For now, Nathan urges investors take a more defensive position following tech's parabolic rise. He likes small caps, Rivian (RIVN), and SI-BONE (SIBN) as long-term plays.