Full transcript of “What Just Changed — And Why Tomorrow Matters”. Click a timestamp to open the video at that moment. Need another video? Use the YouTube transcript generator.
0:00 More Iranian energy facilities were struck by the US and Israel. Markets are all over the place, and the 30-year mortgage jumped back to 7% for the first time since August. While Trump is saying Iran wants to make a deal so badly and that the war is won, Saudi Arabia is reportedly inching toward joining. Israel said their campaign will continue at full intensity and is monitoring any US Iranian negotiations to make sure their interests are upheld. The US ordered 3,000 more service members to the Middle East in addition to the 50,000 that are already there. Here's everything to know before your first trade tomorrow. The US has passed through Pakistan a 15-point plan to Iran aimed at ending
0:45 the war in the Middle East. A month-long ceasefire could be announced soon. This is what shot markets up in after hours trading today. This would work similarly to how the Trump administration negotiated in Gaza and Lebanon. Neither government has confirmed this report yet, but what we do know for sure is that Trump keeps saying Iran wants to make a deal badly, and he also says Iran agreed to never have a nuclear weapon. Iran told CNN that there's been outreach from the US and it is willing to listen to sustainable proposals. Pakistan has offered to host talks between the US and Iran in the interest of peace and stability in the region. But what's more concerning might be about who doesn't want peace, at least right now. >> Yeah, Saudi Arabia has been reportedly
1:30 inching toward joining the war. Uh Saudi Arabia's Prince Muhammad bin Salman has been pushing Trump to stay in the war, saying it presents a historic opportunity to remake the Middle East. And Israel said their campaign will continue at full intensity and that we are still at war. Period. Benjamin Netanyahu said Israel will safeguard its in its own interest no matter what Trump does. And Iranian media said the US and Israel have struck new Iranian energy facilities, including a natural gas pipeline belonging to a power plant. If this is true, this would be a violation of Trump's five-day postponement and could directly drag more of the Middle East into the conflict because according to previous threats from Iran, an attack on energy infrastructure is the red line
2:16 that would trigger more attacks on their neighbors. And meanwhile, the straight of Hormuz seems to be opening up for everyone except the US, Israel, and friends. Iran is picking and choosing which ships and which countries can pass the straight, reportedly charging as much as 2 million Chinese yuan for safe passage. Marine traffic data shows many ships are starting to pass through the straight of Hormuz again. The tolls Iran is charging could be used to continue funding its war effort if reported peace talks end up going south. But all this back and forth has left investors with a lot to think about, especially as the SPY is 6.91% away from all-time highs. And of course, we can see the spy shot up yesterday in pre-market today around the end of the day as that news released. The spy shot
3:02 up another 1%. One thing that I'm seeing in the short term that's starting to play out very well is a trend of higher lows off of that new low of 2026 that was made yesterday. We've now been starting to uptrend a bit in the shorter term. And one thing that we've talked about a lot lately is this lower support zone around 650 to 653. Guess where the spy bounced today? The low of the day was right at 650 and then the intraday bounces were closer to 6526 65250 to 653. So that range is going to be on the radar. If the spy ends up breaking under this tomorrow, that is where I'm going to look at more of a bearish outlook, especially on an intraday level. At the same time though, the spy has some critical resistances to break. 66250 and then the high from Monday up around
3:48 66680 are definitely on the radar as a couple of next resistances that the SPY needs to break through and all this is happening is SPY is still in a broader downtrend. So we still need to see if the SPY has enough power to get back through that. Yeah, I think with everything being said right now that 666 resistance area will be critical. That was the high from pre-market yesterday. you know that support right around 650 is strong as well and realistically the movement is really going to be determined on this war news. So keep that in mind. And another thing worth keeping in mind too is that the bond market may be giving a better idea of what's actually going on in the stock market. The 30-year mortgage rate jumped back to 7% today for the first time
4:34 since August, showing that the stock market might not have fully weighed in the potential cost of this war. And whenever you talk about mortgage rates, this is a big deal, not only for consumers, but it's a big deal for Trump heading into the midterm elections. Of course, this will drag on consumers in a heavy way. And if that does continue to drag on consumers, that might drag on the market, too. The spy has been turning over very hard here at the beginning of 2026. If we do see the pullback continue to intensify, we still have to keep in mind that a lot of these dips have went down to the previous peak. And we still have that peak right before the liberation day selloff that's still in play here on SPY down around 613. I know that that's very far away from where we're at now. And if the Iran situation does get better, that might help the spy. But either way, it's going
5:21 to be on the radar, especially if Iran continues to turn south because nobody really knows what's going on with the situation. >> Yeah, I think the only certainty in this market is that uh there's going to be a lot of uncertainty, especially for these next couple weeks and months. And I think that'll be a good thing for traders. Uh especially as the situation develops. The movement has been really choppy so far. And hopefully as it progresses that changes a little bit. We'll see. But looking forward, uh US troops are still very much on the move. The Pentagon is deploying about 3,000 troops from the Army's 82nd Airborne Division to the Middle East, adding to the thousands of Marines already headed to the region to assist with operations in Iran. The 82nd Airborne Division is an elite active duty parachute infantry
6:08 uh division and they specialize in rapid response worldwide deployment within 18 hours parachuting into denied or hostile areas to seize key objectives. And sources said that there are no plans to enter the country, but it's clearly a sign that boots on the ground is still on the table. Yeah, and boots on the ground could be something that really shakes up the stock market. So be ready for potential headlines with this. Although the good news with Iran today definitely shifted things a little bit in the more positive direction. And Mike, looking at the data here for the rest of the week, we still do have some uh oil data set to release one hour after open tomorrow with the EIA crude oil stock change. And then we also do have Fed speakers still speaking on Thursday as well with Cook, Mirren,
6:54 Jefferson, and Bar all set to speak. There we go. Looking at the earnings lineup for tomorrow, uh we do have Beyond Meat after close. Uh besides that, we are all clear. So, let's get right to some setups and predictions. A stock that is on my radar is QQQ and it's to the downside. This is the NASDAQ as we all know. You know, the market is as a whole. Um tech stocks especially were relatively weak today especially hyperscalers and software stocks like Google, Microsoft Metal, Meta, Oracle, Crowd Strike and others. And if we do continue to see more selling so much so to the point where QQQ breaks below that 582 support area, I think that can make for a good downside opportunity. The
7:40 market is moving higher in after hours right now, but as we know from these past few weeks, there have been so many crazy changes in pre-market and after hours trading where I wouldn't rule out a 582 breakdown. We'll see, but it's on my radar. Yeah, that is going to be a big area of support there on QQQ at 582. SPY actually has a similar area of support around that 650 support where it bounced today, too, that I'll also be keeping on the radar. But with my first play, I'm looking at SNDK actually back to the upside here. So SNDK has been very choppy in the short term. And over the past few days, there's been a base forming down around the 680 support. We can see a nice triple bottom forming right there over the past couple trading days. And one thing I'm really looking for overhead is a breakout past the high
8:27 of day today around 7:15. If we look at SNDK, it's been stuck in this lower zone over the past couple days and it's failed to break this high at least intraday today. If we look at SNDK on bookmap, there is a clear sell wall at 710 and then at 7:15 past there, there's really nothing all the way up to 7:30. That's a nice zone there. I think we could see a nice breakout past 7:15 tomorrow up towards 7:30. So, keep your eyes on that uh overhead sell wall. If we break that, I will be looking at a larger move with SNDK. SNDK has been one of the craziest stocks in 2026. And if we do continue to see the market moving higher tomorrow, I think SNDK would be a great stock to take advantage of. Sounds good. Yeah, it's been very volatile this
9:12 year. Another stock that's close on the radar is EQT and it is to the upside. I know this is one that has been mentioned quite a bit lately. Uh they are America's number one US natural gas producer by volume. Even if this situation with Iran uh calms down, which hopefully it does, um there's still a lot of capacity, a lot of energy capacity in the Middle East that has been taken out and that will take years to restore. And I think all of this is going to benefit American energy producers. EQT is still on my bullish radar. It would be really great if we retested and broke above highs right around that $67 area. That could be a nice sign of confirmation. Yeah, that double top would make for a nice breakout. I will be watching it as well,
9:58 Mike. With my next play, I'm looking at Circle. Circle had an extremely bad day today, closing down over 20% and sitting right under $100 here in after hours. That is a big psychological level to break down. And the reason they're falling is because of the latest version of the Clarity Act. This would actually prohibit platforms from offering yield on customers stable coins holdings in any way that resembles a bank deposit. According to an email from the blockchain association to its members and reviewed by Barons, Circle is an issuer of dollar pegged USDC, the second largest stable coin by circulation. Coinbase Global is its distribution partner with the company splitting the revenue generated from USDC reserves which are held mainly in treasury bonds and reverse purchase agreements. But
10:45 looking at Circle today, that was definitely quite the hit on this news. and Circle had actually been recovering up a lot since their post IPO collapse. You know, they've done nothing but sell off, but recently they did start that uptrend. One thing I am watching for in the short term is for them to potentially move down to fill that gap back to around $65 to $70. I know that that would be quite the drop, but considering they fell 20% today, they're not far off if this news continues to bring in more selling pressure. Yeah, and Circle has been uh moving in a highly asymmetric way, especially over these past few weeks. And that news that you mentioned is pretty huge as well. Let's keep it close on the radar and let's jump right into today's momentum plays. With the first one, we have the United States Oil Fund, ticker symbol
11:31 USO, to the downside. As you can see, over the past couple of days, USO was in a wedge. And as that news came out today, oil started falling. If USO breaks under the low from yesterday, right around 10650, then watch it to the downside. >> With the next one, we have Nite, ticker symbol LSR, to the upside. >> You know, I know a lot of people have been talking about drone stocks lately. LSS, LSR, or NIT, is actually a company that specializes in high energy fiber lasers that act as the ammunition for modern counter drone systems. specifically providing 50 kilowatt beams integrated into army striker vehicles to burn through UAVs, drones, and other uh aerial flying equipment. Looking at laser in the short term, they are
12:16 approaching a big resistance and if they end up breaking $73, watch them to the upside. >> All right, and then with the last one, we have Oracle, ticker symbol OCL, to the downside. >> Yeah, the software companies got hit hard today. If Oracle breaks under 146, the low from the week, also watch them down. All right, so we have these three stocks on the radar for potential continuations tomorrow if and only if they break through the levels listed. These stocks are volatile, so make sure to protect yourself. Always have stop- losses, know why you get into any trade you get into, and focus on making smart, disciplined trading decisions. Check out the Stocked Up Discord group for a bunch of information related to that. And let's jump right into today's $1.85 million big money trade. This one is
13:02 super interesting. So today we are looking at Shift for Payments, ticker symbol FUR. This is an American payment processing company and the trader here put 1.85 million into the 50 strike call options that expire on December 18th of 2026. This stock is up over 25% in less than two days with basically no public news. Uh, it has a 30% short float and Jared Isaacman, the founder and the company's largest shareholder, has bought over $17 million worth of shares of this company since February 26th. He's also now the administrator of NASA. And at the moment, it's not entirely clear why the stock is running like this
13:48 and why the founder is loading up, but they probably have a good reason for doing this. Uh, super interesting trade. I like how there's a lot of time to it and the fact that these calls are already in the money. >> Yeah, they are in the money and FOR had a great day today up over 19%. This stock has been actually downtrending quite a bit and as you zoom out on a daily chart, you can see that they're approaching a very large zone of support. This lower support zone, especially the low from 2023, is close to $40 to $42. There is a lower support down around $30, which a test of that would be pretty brutal for this company in the short term. But the last time that we actually bounced off of this zone, look at the overall uptrend that ensued in the short term for FOUR. I'm not saying it has to play out like this again, but the last time that it bounced
14:35 off of this, it ran up 115% essentially. So keep your eyes on this. It's a crazy stock with the CEO buying shares. That's a good sign, at least in the shorter term, and it could end up bringing in some good buying pressure. It did just fill a short-term gap to the upside right to around 5550 and I'll be watching for that to break over the next few days to a couple of weeks. Yeah, it's definitely an interesting setup. Let's keep it close on the radar. And if you guys are new to the channel, welcome and consider subscribing. We post brand new videos just like this one for every single trading day, showcasing multi-million dollar big money trades, spy levels and analysis, stocks to keep on your radar, upcoming news, information, historical stats, earnings, and so much more. If you subscribe,
15:20 you'll get our videos recommended to you more often. And we also want to give a giant shout out to today's member of the day, Pin Gains, in the Stocked Up Discord. Huge shout out to you and keep up the great work going forward. It was really awesome to see your post today and thank you for being a great member of the community. Again, huge shout out to you and keep up the great work going forward. If you guys are into short-term trading, definitely check out that first link in the description and comments down below to get in on the StockDub trading floor. Today was pretty crazy. Our SearchBot uh called out the CRCL put options that popped up by 538%. There were also IBRX put options called out that popped up by 165%. Microsoft puts by 142%, coin puts 95%, AOI calls
16:08 93%, the list goes on and on. And of course, there are a handful of duds in there as well. You also get full access to our weekly live events. You can chat with Tom and myself all day long and access so much software resources and future editions that uh that that you'll ever need. So, definitely check it out. You can also save quite a bit as well with coupon code big money. Besides that, thank you guys so much for watching and let's crush it in the market tomorrow.