"We think the relief rally was certainly warranted on the good news we saw out of Iran," says Ryan Isherwood. He discusses why he's bullish on energy and AI, as well as the upside potential in Freeport-McMoRan (FCX) and Southwest (LUV). He also talks about how the oil spike could put the Fed in a box, but he's pretty constructive on the economy overall assuming the Iran issue can be solved.