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u/SaltyVegan69
Reddit r/wallstreetbets
Винрейт
100.0%
доходность
+6.7%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
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Лонг
11 июн
$35.88
+6.7%
El Niño is confirmed by NOAA/CPC and expected to strengthen into winter 2026/27, potentially harming West African cocoa production (concentrated in Ivory Coast/Ghana) at a critical crop development window. The market is still focused on the old 2025/26 season, but the real risk lies in the 2026/27 main crop (tested Sept–Oct). Ivory Coast has slowed forward sales due to El Niño concerns, and major processor Barry Callebaut warns prices could spike. Long cocoa via US-listed ETN NIB (or futures) to capture a tail-risk event that crowded shorts (net short ~21k contracts) may be forced to cover. El Niño fails to materialize or is too weak; West Africa sees normal/above-average rains; 2026/27 arrivals are strong; cocoa demand softens; ETN contango decay erodes returns.
El Niño is confirmed by NOAA/CPC and expected to strengthen into winter 2026/27, potentially harming West African cocoa production (concentrated in Ivory Coast/Ghana) at a critical crop development window. The market is still focused on the old 2025/26 season, but the real risk lies in the 2026/27 main crop (tested Sept–Oct). Ivory Coast has slowed forward sales due to El Niño concerns, and major processor Barry Callebaut warns prices could spike. Long cocoa via US-listed ETN NIB (or futures) to capture a tail-risk event that crowded shorts (net short ~21k contracts) may be forced to cover. El Niño fails to materialize or is too weak; West Africa sees normal/above-average rains; 2026/27 arrivals are strong; cocoa demand softens; ETN contango decay erodes returns.
Энергосетевое оборудование
Показано 1 из 1 коллов · сортировка по упоминаниям
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У u/SaltyVegan69 на Buzzberg отслеживается 1 торговых идей по 1 тикерам с июня 2026. Чаще всего покрывает: NIB.
