u/briefcase_vs_shotgun ·
Reddit — r/stocks
· March 02, 2026 at 06:45
· ⬆ 20 pts
· 💬 16 comments
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AI Summary
Summary
The author, u/briefcase_vs_shotgun, has purchased call options on Scorpio Tankers (STNG) and plans to buy put options on the S&P 500 (SPY).
The author's thesis is that a major shipping disruption in a key strait (presumably the Strait of Hormuz, given the mention of Iran) will last much longer than the market expects, benefiting tanker companies like STNG and creating broader market risk.
Quality assessment: This is speculation. The author presents a strong geopolitical opinion but offers no specific data, research, or financial analysis to support their price targets or the market's alleged mispricing.
Score20
Comments16
Upvote %85%
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Bought stng calls on Friday and will likely hold most thro the week. Will also likely buy some weekly spy puts.
Seems there’s a loud narrative that this strike was priced in, america will ‘win’ soon, and then the strait will be reopened in days. None of this is accurate imo.
First and foremost the straight won’t open until Iran says it’s open. Too many attack points and way too much risk for cargo ships until this is over. From what I read ayatollah successor will be from irgc and maybe a son or his right hand dude. Don’t see any of them working with the USA anytime soon regardless of us actions
Not sure why I see this so differently from may others. Not close to a genius in any respect. Anyways holdingy 90c 3/20 till at least 100$ but can see 110/120 in the next few weeks happening.
Believe risk is being under valued due to hopium and patriotic blindness. A massive can of worms has been opened imo, this will take weeks/months, not days/a week.