Jack of All Trades: High Stakes SKORE 05.26.2026

S&P + Nasdaq ATH; Micron +19% $1T; Nvidia at 21x — 'cheaply valued.' AZO: rev $4.8B +8.4% (3-yr high), SSS +4.1%, commercial +10.4% (Iran war: oldest US fleet ever, 13.6 yrs), adj. EPS +12.5% ex-LIFO, $74M FX tailwind. Iran deal progressing; oil ~$98. SKORE: AZO 7.5 Buy.