| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| WTI | ×1 | LONG | HIGH | $131.96 | Energy | Iran will maintain partial unilateral control over the Strait of Hormuz, preventing full reopening as before, which creates persistent supply risk and sustains elevated oil prices for a very long time. | Apr 24 | YOUTUBE |