Tim Pagliara talks about the disruptions he sees happening over a long period of time around the Strait of Hormuz. Those disruptions are one he says go beyond crude oil, pointing to commodities like sugar, helium, and fertilizer impacting food supplies and tech manufacturing. Tim doesn't see a full reopening of the strait for weeks, with impacts expected to ripple throughout global economies for years. Unsung picks he likes in tech space amid the AI infrastructure buildout: Lumen Technologies (LUMN) and Corning (GLW).