Trading Mindset & Data

Trading Mindset & Data

TMAD Weekly: Rollercoaster in Iran and Full Long-Term Portfolio Disclosed.

$AMZN $NVDA $HUT

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TMAD
Aug 03, 2026
∙ Paid

Hi everyone,

Over the weekend, the US prepared major strikes on Iranian energy infrastructure amid the ongoing war, but President Trump canceled them late Saturday after requests from Iran and regional countries like Saudi Arabia, citing an emerging deal to fully reopen the Strait of Hormuz and end Iran’s nuclear threat.

Iranian media denied that Tehran asked for the pause or agreed to reopen the strait, insisting it remains restricted under IRGC control while forces stay on high alert. Iran did say talks with Oman on managing a Hormuz route are nearly complete, and Trump indicated negotiations will continue on Monday.

A roller coaster ride is nothing in comparison to this conflict.

Let’s look at SPX levels for tomorrow and early this week. Then at some charts that are starting to look lovely and have good flow on our scanner.

We’re also going to release our longer term holdings. Please see WATCHLIST, then TMAD TRADES and LONG TERM. These are 12+ months holding periods. Not shorter term trades.

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