YouTube's Finance Creators Are Obsessed With One Question: Did America Actually Win the Iran Deal?
Central banks are fleeing dollar assets, crude is getting crushed, and SpaceX options are breaking the internet — here's what the creators are saying
Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| SPCX SPACE EXPLORATION TECHNOLOGIES CORP | hold | $205.95 | — | — | — |
| BTC Grayscale Bitcoin Mini Trust ETF | buy | $65702.00 | — | — | — |
| RXT Rackspace Technology, Inc. | hold | $6.19 | — | — | — |
| GLD SPDR GOLD TRUST | buy | $397.63 | — | — | — |
| MBLY Mobileye Global Inc. | buy | $9.64 | — | — | — |
| WDC WESTERN DIGITAL CORP | buy | $688.00 | — | — | — |
| QCOM QUALCOMM INC/DE | buy | $214.50 | — | — | — |
| VZ VERIZON COMMUNICATIONS INC | hold | $46.74 | — | — | — |
| DAL DELTA AIR LINES, INC. | hold | $83.19 | — | — | — |
| MDLZ Mondelez International, Inc. | hold | $62.17 | — | — | — |
| ISRG INTUITIVE SURGICAL INC | buy | $419.24 | — | — | — |
| DXCM DEXCOM INC | buy | $73.75 | — | — | — |
| IRTC iRhythm Holdings, Inc. | buy | $108.84 | — | — | — |
The US-Iran memorandum of understanding — described by multiple Bloomberg Podcast episodes as a page and a half of vibes — sent WTI crude down over 6% to around $75.81/barrel, with Bloomberg macro strategist Mike McGlone floating a $50/barrel year-end target. Meanwhile, Jeremiah Babe is out here asking the uncomfortable question: Iran kept its uranium, its regime, and its grip on the Strait of Hormuz — so what exactly did we get? Central banks quietly moving gold out of London and New York suggests they're asking the same thing.
But the market didn't care about geopolitical philosophy. The Dow hit a record above 52,000, SpaceX options generated nearly $500 million in volume in the first 30 minutes — more than Tesla, Nvidia, SPY, and QQQ combined — with 180,000 calls swamping 130,000 puts. Scaramucci on CNBC is calling Bitcoin's recovery rally for late Q4 2026, noting institutional ETF buying has cushioned a historically brutal drawdown. Even Rackspace spiked 27% on a 30MW AMD AI deal, which is either a sign of AI infrastructure mania or proof that anything with 'AI' in the press release gets a bid.
The Fed's Kevin Warsh isn't cutting rates — inflation is running above 4%, recession odds have fallen back to 25%, and one former Fed governor says policy is still fighting yesterday's war with today's data. Asia is quietly absorbing a looming food crisis from skipped planting seasons, Southeast European farmers can't afford diesel, and nobody on YouTube is talking about it yet — but they will.