Iran Peace Deal Could Move Oil + Markets — Here's Your Trade Setup

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Trump just announced a peace deal with Iran is "largely negotiated" — and if the Strait of Hormuz reopens, oil prices move. Hard. That's not just a news story. That's a market-moving event that touches crude, energy stocks, shipping, and risk appetite heading into a massive week.
This is your complete Sunday market prep. We're breaking down the Iran situation, reading the full macro tape, and getting into two sectors — quantum computing and cybersecurity — that analysts say have multi-year growth runways ahead.

📌 WHAT'S COVERED IN THIS EPISODE:

🌍 IRAN DEAL — Trump's "largely negotiated" announcement, what the Strait of Hormuz reopening means for oil prices, and what happens if talks stall again.
📊 MACRO DASHBOARD — Full read on SPY, QQQ, IWM, VIX, Bitcoin, crude oil, and the 10-year yield. The Russell 2000 is showing life — small caps worth watching.
⚛️ QUANTUM COMPUTING — The sector just crossed $1 billion in annual revenue and analysts project it reaching $4.4 billion by 2028. We break down the pure plays (IONQ, RGTI, QBTS) and the safer indirect bets.
🔐 CYBERSECURITY STOCKS — Global cybersecurity spending is on track to surpass $200 billion annually by 2028, and some of the best names in the sector are trading at a discount right now. CRWD, PANW, FTNT, QLYS — we cover the tape.
📅 EARNINGS + ECON CALENDAR — Key reports this week: Zscaler (ZS), Salesforce (CRM), Marvell (MRVL), Costco (COST), Dell (DELL), AutoZone (AZO). What to watch and why it matters.
This is the full setup. Don't go into Monday without it.

Chapters:
00:00 Intro
03:30 US Iran update
10:05 Macro overview
14:03 Quantum stocks the next move?
24:15 Cybersecurity stocks set to grow
29:01 Economic calendar & earnings this week

⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

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Видео Iran Peace Deal Could Move Oil + Markets — Here's Your Trade Setup канала Stonkcast