Gudol 🇨🇦

So, premarket we went pretty green (a complete 180 from futures last night) off some headlines that the US was ready to unfreeze Iranian assets and give them sanctions relief. As the market opened, the headline now became that the US is rejecting Iran's latest proposal and preparing for more decisive military action soon. Trump just posted on Truth about how the fake news media will never give him any credit for any progress on Iran, either he is trying to warn his base that he's about to get a great deal and it won't be covered properly or he's implying the opposite: the fake news media will never give him credit so he might as well take more military action. Oil up. Bonds up. Stocks down. My take: very bullish and long the ai buildout, so if we get a dip again because of this Iran situation, just make it juicy enough for us to actually buy. The 2-3% moves down aren't compelling given how fast some of these names have ran, but it also feels greedy wanting 20-30% down.