Welcome back to another week of Wall Street.

Round up some good news, man.

Some good news and some earnings news.

Yeah, I mean, obviously obviously geopolitics takes precedence.

Headlines this morning is Iran is opening up the Strait of Hermo's

during the negotiation period.

I also saw a headline that the U.S. is going to keep Iran blockaded.

I don't know if that's going to cause any tension or not,

but overall market sees this as a huge step forward.

It's been an interesting market, really.

I mean, even as we were sort of in the depths of the conflict and oil was in the 115, 120 range, the market never really dropped in a significant way. Like, it just kept kind of drifting lower, kind of keeping its eye on things, kind of waiting for things to turn. I kind of thought of it as you're driving down the highway and you see a deer on the side of the road, a little bit in front of you. You take your foot off the gas just in case. But then once you're past them, back on the gas, you're back on your way. So I feel the market did the same thing, took its foot off the gas just in case. But then once you're past them back on the gas, you're back on your way.

So I feel the market did the same thing, took its foot off the gas while the Iran conflict played out and never really slammed on the brakes and is back driving again. We just peek under the hood a little

bit. I mean, it's clearly a risk back on environment. You saw over this week, tech stocks were up sharply.

Oracle was one of the big standouts.

It was up 26% over the past five days.

You also see AMD, Palantir, Microsofts, Micron.

They're all up double digits over the course of the week.

These were mostly beaten down.

All of those names were down on a year-to-date basis as of March 30th.

March 31st, we saw a big bump in the market.

That was sort of the beginning of signs that the ceasefire would go into play.

So that March 30th to March 31st,

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