Oil below $100, Hormuz reopening — rate cuts incoming. What's your play?

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 bull call, Oil puts, Airline calls, Quantum OTM calls (small size).

War premium leaves. Rate-cut premium enters.