#SPCX Debuted on Nasdaq after the largest IPO in history. The stock is already trading above $160 - $170, which means more than 20% upside from the offering price.

At the same time, in the past few hours, there has been a steady flood of positive news about Iran. Trump is pushing the narrative that the deal is virtually agreed: “largely negotiated,” a memorandum is being prepared, and the signing may happen as soon as the next few days. The rhetoric has included the opening of the Strait of Hormuz, economic bonuses for Iran if conditions are met, and other signs of de-escalation.

Right now, an interesting setup is taking shape.

On the one hand, there’s SpaceX’s historic IPO, which is drawing huge attention and liquidity. On the other hand, there’s potential de-escalation in the Middle East, which lowers the geopolitical risk premium.

Given that relations between Trump and Musk currently look as constructive as possible, it looks like markets are being handed multiple strong bullish narratives at the same time.

De-escalation + the largest IPO in history = very powerful fuel for
risk assets.

Anthropic and OpenAI are next in line— as always, someone will profit, and someone won’t😎
#SpaceXIPOAttractsOver250BillionInOrders
WISHING EVERYONE PROFIT! 🤝