u/Cueg

Reddit r/wallstreetbets
· tracked since Mar 2026
Calls 1 2 Posts tracked · 0.0/day
Calls
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30d 0
90d 1
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MOS long -3.2%
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MOS ×2
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MOS long 2 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d —
Average Return -3.2% Long Return -3.2% Short Return -
Average Return
7d +3.8%
30d +1.8%
90d —
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MOS The Mosa... The Mosaic Company
Long
Mar 23
$24.08
-3.2%
Roughly 1/3 of global fertilizer production and logistics runs through the Hormuz region, and natural gas constraints quickly tighten nitrogen production. US domestic producers are relatively insulated from the shipping disruptions but will benefit from the resulting global price spikes due to inelastic food demand. Buy MOS calls to capture the lagging price action as global shortages begin to materialize. The geopolitical disruption resolves quickly, or the trade is already fully priced in by the market.
Roughly 1/3 of global fertilizer production and logistics runs through the Hormuz region, and natural gas constraints quickly tighten nitrogen production. US domestic producers are relatively insulated from the shipping disruptions but will benefit from the resulting global price spikes due to inelastic food demand. Buy MOS calls to capture the lagging price action as global shortages begin to materialize. The geopolitical disruption resolves quickly, or the trade is already fully priced in by the market.
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REDDIT
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