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May 27 White House Rejects Iranian 'Peace Deal' Claims, Triggering Sharp Rotation from Tech into Dow Value

May 27 White House Rejects Iranian 'Peace Deal' Claims, Triggering Sharp Rotation from Tech into Dow Value

$ZS $APPS $DASH

Mukund Mohan
May 27, 2026

Market

“Markets spiked at the open on Iranian state media reports that a Memorandum of Understanding (MoU) to permanently reopen the Strait of Hormuz was imminent, crashing oil prices.” 😊 😋

Geopolitical Whiplash and Valuation Shakeout

However, the White House abruptly called the report a "complete fabrication," forcing crude to erase its deepest losses and prompting institutional desks to lock in tech gains and hide in defensive Dow

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Questions People Ask Too Late

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Insights from the portfolio

ZS Zscaler ($ZS) Plummets as Severe Free Cash Flow Guidance Cut Overpowers Q3 Revenue Beat

Slashed full-year Fiscal 2026 Free Cash Flow (FCF) margin guidance down to 22.8% – 23.3%

Mukund Mohan

Video of the day

Today’s video is on DoorDash $DASH ( ▲ 0.35% ) the food delivery company.

Deep dive of the day

APPS: The Market Was Sleeping on This One- Investment Literacy Coach

Here's the thing about a 43-basis-point single-day move in a sub-$1B market cap name — it doesn't happen on a modest beat. It happens when the market has been

Investment Literacy Coach

Good setups for swing

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