Author makes a $200k bullish bet on Energy Transfer (ET) expecting a major snowstorm to replicate the 2021 Winter Storm Uri windfall for the midstream operator.
ET — LONG The author placed a $200k yolo long on Energy Transfer, arguing its massive energy storage and logistics network is primed to capitalize on market dislocations from a forecast Mother Of All Snow Storms. The mechanism is a repeat of Winter Storm Uri in 2021, when ET posted record quarterly net income more than three times its previous best quarter as gas sellers reaped an $11 billion windfall. The catalyst is the expected snowstorm over the coming weekend. The author acknowledges the thesis rests on AI and Twitter research rather than professional analysis.
200k $ET yolo on MOASS