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The Strait of Hormuz opened. Then closed. Then maybe opened again. Oil spiked 5.7%, stocks ripped anyway, and Allbirds pivoted to AI. Normal week.
S&P 500 posts back-to-back 3%+ weeks, Netflix gets clowned for a $0.06 EPS miss, and Anthropic's new AI model is apparently a hacker. Busy week.
S&P hit 7,001, oil puked 11%, Netflix face-planted 9%, and Iran opened and closed the Strait of Hormuz like it was a convenience store. Weekly roundup.

Markets hit all-time highs on Iran deal hopes, Netflix whiffed on guidance despite a revenue beat, and the week's wildest trade was a shoe company pivoting to GPUs.

A shoe company sold its shoes, Iran almost closed the world's most important waterway, and the Nasdaq posted its longest win streak since 2021. Normal week.

The S&P erased all war losses in a week. Oil fell 7% on peace vibes. Then talks collapsed and the Navy blockaded the Strait of Hormuz. Normal week.

The Strait of Hormuz is blockaded, 13M barrels/day are offline, Qatar's LNG took a hit — and the S&P 500 finished the week up. We have questions.

Oil hit $127, peace talks failed, CPI came in hot, and Intel somehow ripped 24%. Your weekly social sentiment debrief, no filter.

INTC moonshots 24%, PLTR craters 14%, gas is up $1.17/gallon, and the Strait of Hormuz is still basically a parking lot. Normal week.

INTC ripped 24%, PLTR cratered 14%, and oil nearly hit $100. Oh, and the Strait of Hormuz became the world's most important shipping bottleneck. Just a normal week.

A US-Iran ceasefire, a 7-day S&P win streak, and hardware stocks absolutely murdering enterprise software. Welcome to the week that was.

Dow +1,325. Oil's biggest drop in 6 years. And 800+ ships still anchored outside the Strait of Hormuz. This week had everything.