May. 10 at 9:37 PM
$VG update: Qatar LNG cargo reportedly moved through the Strait again — another signal the flow story isn’t slowing down. Near-term? Sure, volatility cuts both ways. But zoom out: this name already spent ~1.5 months trading in the
$9S before the Hormuz headlines, not purely hype-driven.
Even with short-term pressure, spread economics + reduced future glut risk keep the medium-term setup constructive.
Markets overreact. If we see single digits again, I’ll be back in size — options included. Not chasing, just positioning. Watch the tape.
Curious about the full approach?👉 Check the @MeanReverter_
