2026-06-15：The $2.1 Trillion "SpaceAI" Liquidity Vacuum Meets the Strait of Hormuz Peace Dividend

Oil just lost its grip on the market, and that single move may have cracked open the whole playbook. In this episode, we unpack why a peace deal in the Strait of Hormuz is suddenly pulling U.S. equities into a risk-on lane, why SPY is acting like a quiet beneficiary, and why SpaceX’s $2.1 trillion debut could be the biggest liquidity event of the year. But there’s a twist: the same move that boosts giants like NVDA may be starving smaller space names, while Roku’s Fox deal redraws the streaming map in real time. Is this the start of a cleaner rally, or just a very expensive narrative shift? Full report: https://deepmarket.report/en/report/us_stocks/2026-06-15