Source Post

Trump's Iran Deal Just Hit a Major Problem

Apr 15, 2026

Ricky Gutierrez discusses market movements, particularly the NASDAQ's oversold condition and potential for upside due to de-escalation talks with Iran. He highlights TQQQ as a long position, expresses interest in Microsoft as a potential buy due to its sell-off and valuation, and notes the volatility in oil ETFs like UCO and SCO. He also mentions taking profits on SQQQ.

Linked Mentions

Tickers discussed in this post

NVDANeutralLow ConvictionResearch Only

Nvidia is mentioned as another tech company that is not near its lows from a year ago, unlike Microsoft.

TSLANeutralLow ConvictionResearch Only

Tesla is mentioned as a company that is nowhere near its lows from a year ago, contrasting with Microsoft's current position.

MSFTBullishMedium ConvictionSignal-backedSecondary

Microsoft is presented as a potential 'killer deal' with significant upside based on fair value and a low earnings multiple, despite a recent 2.6% sell-off.

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