One reason is always required, and is good enough: 5 large-caps from different sectors with an upside potential of up to 42%

Events will come and go. But investing principles don't change. Not for Trump, Israel, Iran, or anything else. So, ignore the noise on the street, and the narrative that comes with it. Recall the narrative when the Russia-Ukraine war started in 2022. It was very bearish. It changed completely toward the end of 2023. A narrative then emerged that there was no point in looking at large-caps, and that the focus should be on mid- and small caps. But then came early October 2024, and things changed again. So, talk about this stock will do well and that will not, is best avoided. Focus on one good reason to buy a particular stock. And that one reason is good enough to own it for years and create wealth.