The Iran Deal Just Broke Markets Wide Open — Here's Who Wins and Who's Already Crying
A surprise peace deal, a $2.5 trillion SpaceX, and Cramer telling everyone to sell — classic Monday morning chaos
Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| SPCX SPACE EXPLORATION TECHNOLOGIES CORP | hold | $199.28 | — | — | — |
| USO United States Oil Fund, LP | sell | $121.21 | — | — | — |
| GLD SPDR GOLD TRUST | hold | $396.55 | — | — | — |
| BTC Grayscale Bitcoin Mini Trust ETF | buy | $66422.00 | — | — | — |
| IBIT iShares Bitcoin Trust ETF | buy | $37.50 | — | — | — |
| FOX Fox Corp | buy | $49.97 | — | — | — |
| FOXA Fox Corp | buy | $54.75 | — | — | — |
The geopolitical plot twist nobody fully priced in: the US and Iran have electronically signed a preliminary peace deal, Hormuz is back open for business, and markets are doing their best impression of a kid on Christmas morning. The S&P 500 surged ~1.8% and Nasdaq jumped ~3% on Sunday night optimism, with European equities hitting record highs on the STOXX 600. Oil is tumbling on supply normalization hopes — which is either great news for consumers or a gut-punch to anyone who went long crude Friday afternoon.
Meanwhile, $SPCX is the story within the story. SpaceX completed the world's largest-ever IPO, surged 19% on debut, then added another 16-17% on day two, hitting a ~$2.5 trillion market cap and breathing down Amazon's neck. Bloomberg's ECM desk is reportedly doing backflips. ARK Invest is already a top-10 holder. Elon's 11.5% stake is now worth roughly $136.7 billion — not bad for a guy who also runs four other companies.
Cramer, bless him, went on Mad Money Sunday and told everyone to sell into the rally — maintain 5-20% cash, assume guilt until proven innocent on every position. Reddit's r/wallstreetbets predictably responded by buying more calls. The Iran deal truncates oil upside but the broader risk-on wave is very real — and anyone still holding energy shorts into Monday open is having a rough morning with their coffee.