
Juan
8.3K posts

Juan
@60yContando
Trading no es para loquitos de carretera



🔴 Trump's team game planning for potential Iran peace talks - Axios



What just happened? At 2:30 PM ET today, CBS News reported that President Trump was considering "boots on the ground" in Iran. Then, at 3:43 PM ET, President Trump said "I don't want to do a ceasefire with Iran," with the S&P 500 hitting a new 2026 low. Exactly 90 minutes later, at 5:13 PM ET, President Trump said the US is "considering winding down" the war with Iran. Between the 3:43 PM ET and 5:13 PM ET comments, the S&P 500 had already risen nearly +1% on NO news. By 6:15 PM ET, the S&P 500 rallied +1.8% from its low, adding +$900 BILLION in market cap. Markets are now closed until Monday.



CURRENT GROWTH PORTFOLIO EXPOSURE • New Age of Defense: 34% • Healthcare: 20% • Digital Platforms: 16% • AI Hardware: 11% • AI Power: 10% • Edge AI: 9% The portfolio currently has 16 positions with an average market cap of ~$3.7B Performance: • Growth Portfolio: +268% • $ARKK: +92% • $QQQ: +64% • $SPY: +54%


















