Rebecca Walser helps investors break down the volatile price action following the U.S. and Israel joint strike on Iran. "You can't rely on treasuries" in ways you normally can, she argues, noting energy volatility and an unclear path to resolution as key headwinds. That said, Rebecca sees tailwinds for companies like Palantir (PLTR) and other stocks tied to the defense trade. "It's a great time to pick up for winners," she says.