Amid escalating US-Iran tensions and market volatility, three US stocks are drawing attention. CF Industries Holdings (NYSE: CF) has surged to $136, up 60% from January lows, benefiting from a nitrogen supply shock due to the Strait of Hormuz closure. The company reported $7.08 billion in 2025 revenue with a 33.9% margin, and technical indicators suggest potential further gains. Exxon Mobil Corporation (NYSE: XOM) is trading near $154, having rallied 35% since January as oil prices soared past $94 per barrel. Despite strong earnings and production figures, institutional buying pressure appears weak, suggesting the rally may be sentiment-driven. NVIDIA Corporation (NASDAQ: NVDA) faces geopolitical risks after being named a target by Iran's IRGC. Trading near $183, NVIDIA's stock is down year-to-date but up 57% year-on-year. Despite potential threats, the company's strong financial performance and technical indicators suggest resilience if tensions ease.