Monday 06 Apr 2026 Morning Notes

Can we just talk about the INSANE tear CAR is on?!?! G-d damn stock is up +116% in the past 10 trading sessions, or +3.5b in mkt cap. Wild. The story now is Iran, will look to potentially establish a new position in USO spreading vol, we'll see.

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Follow through names to watch: USO, CAR

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