Oil tankers heading to Gulf signal US control of global oil markets, boosting exports and shrinking trade deficit, potentially exceeding 5% GDP growth.

121 tankers headed to Gulf, 8 are supertankers. Strong earnings from Goldman Sachs and JP Morgan, data center demand screaming, upgrades happening. Citi, BlackRock turned bullish. Analysts very upbeat.

US is choking Iran off economically by blocking commerce, which funds IRGC. Squeeze is working, ceasefire holding, progress in talks.

90% of Iran's oil exports come from Kirk Island (deep water port). Marines could easily control it. Iran offered 5-year nuclear freeze, rejected by US.

PPI stunningly good at 0.5% vs 1.1% expected. Core rate only 0.1%. Food prices fell, energy up but tied to wholesale service costs. Strong dollar making imports cheaper.

Trade services falling due to strong dollar. Inflation is a transitory bubble that should dissipate by fall. Rate cuts could be back on table to stimulate job market.

Earnings, positive analyst revisions, and US as global safe haven (oasis) driving market surge.

Compares US favorably to China (currency depreciation, capital controls), Japan (low rates, QE, shrinking population), UK (tax issues, no growth), Europe (more QE, central banks losing money). Global choice is US dollar or gold. US has robust growth, younger society, assimilates immigrants, shrinking trade deficit, controls energy markets.

Provides detailed analysis on each stock based on sales growth, earnings, analyst revisions, and surprise history. Bullish on APLD, GLW, BE, PLTR. Cautious or negative on IREN, AXON, ISSC, INTC.

For PLTR: defends against short-seller critique, cites strong contracts, believes in leadership. For oil services (PDS): notes potential from repair contracts but expects crude glut to return by fall when demand drops.