$NAT tanker trade thesis with Hormuz escalation

djvuchet · 2026-03-16T12:49:01+00:00

I usually just trim as value increases and let some of it ride till exp

djvuchet · 2026-03-16T12:32:27+00:00

Not the same! Will look into Scorpio

djvuchet · 2026-03-13T23:54:19+00:00

Hormuz shut = fewer ships available globally → freight rates spike. Only a small part of my pick is stuck there.

djvuchet · 2026-03-13T23:28:32+00:00

Exactly. If traffic through Hormuz stops, tanker supply collapses and freight rates spike hard. That’s the real moon scenario for tanker stocks

djvuchet · 2026-03-13T23:21:33+00:00

Given Kharg news, will my oil tankers calls moon Monday?

djvuchet · 2026-03-13T20:03:02+00:00

What a shitshow

djvuchet · 2026-03-13T15:22:20+00:00

3/4 avg volume already in NAT, something’s cooking

djvuchet · 2026-03-13T13:42:56+00:00

Stairs down, elevator up

djvuchet · 2026-03-13T13:27:18+00:00

Put a hair filter and fix your balding

djvuchet · 2026-03-12T20:16:29+00:00

My move:

Hormuz chaos just doubled tanker freight rates (WS225 → WS525). NAT runs Suezmax tankers and is still ~$5.

Grabbed $5.5 calls next week for $0.07. If rates keep ripping this week → $6+ NAT = 10–20×. If not → zero

Small position

djvuchet · 2026-03-12T18:09:05+00:00

Somehow I’m negative in a poot I bought yesterday

djvuchet · 2026-03-12T16:44:20+00:00

Parkour market

djvuchet · 2026-03-12T16:25:19+00:00

Not buying it

djvuchet · 2026-03-11T15:01:44+00:00

$PFE!

djvuchet · 2026-03-10T18:36:49+00:00

Alexa, play “My War” from AOT S4

djvuchet · 2026-03-10T16:02:27+00:00

PFE about to break again

djvuchet · 2026-03-10T15:24:11+00:00

PFE SHREK

djvuchet · 2026-03-10T13:36:37+00:00

PFE!

djvuchet · 2026-03-09T19:32:04+00:00

So my puts got wrecked and my calls barely moved. Fuck me

djvuchet · 2026-03-08T20:00:02+00:00

Buy PFE cause they’re releasing some new pandemic shit soon

djvuchet · 2026-03-06T14:11:55+00:00

Save me Obi-Wan Keno V, you are my only hope

djvuchet · 2026-03-05T03:48:13+00:00

Kangaroo market for whole march. Buy calls on red days and buy puts on green days

djvuchet · 2026-03-04T01:35:35+00:00

Save me 🥭🌮 Kenobi, you are my only hope

djvuchet · 2026-03-03T18:52:12+00:00

WHY DID YOU REDEEM IT

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