Buy GLD by Aug 24, 2026.

Trump says Iran ceasefire talks going well. Hormuz reopens 30 days post-deal. Oil cracked below $100. Chain: Lower oil → lower inflation → rate cuts accelerate → risk assets breathe. Gold – Testing 4600.Dollardown.Warpremiumout,rate−cutpremiumin.4600.Dollardown.Warpremiumout,rate−cutpremiumin.GLD Airlines – Jet fuel = 25-30% of costs. Oil down = margin expansion. DAL(quality)/DAL(quality)/AAL (leverage) Quantum – $2B CHIPS Act grants with equity stakes: IBM, GFS, QBTS, RGTI, INFQ. Pure plays: QBTS, RGTI. Space – SpaceX IPO halo. Sector re-rate incoming. RKLB/RKLB/ASTS / RDW/RDW/PL Options: Gold …