US stocks staged a powerful recovery, clawing back a substantial portion of last week’s post midterm losses. 🇺🇸 A single statement from President Trump about Iran, and a thousand Dow points followed within hours. The B-2 strikes already achieved their objective. Iran’s nuclear program is buried, monitored, and far from reconstitution. By signaling that further strikes are “highly unlikely” while negotiations progress, Trump deflated that oil premium in one afternoon: oil down 5 percent, inflation expectations also down and the AI trade, the engine of American economic supremacy that his administration spent two years protecting from regulators and supporting with power and permits, came roaring back with semiconductors up 7 to 12 percent.