Inner Loop Intelligence
All Themes
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Slack: C09VCM0PX5H/ts:1773944847.4850
Author: Jesse
Date: 2026-04-07
Type: slack
Evidence: 1
Themes: 1
energy-sector-structural-positioning
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[E2101]
MPC producer calls sold for 5X gain. Plan is to exit short-term oil stuff over next month and load up on 2+ year calls on XOM, CVX, VLO. These could give 5X over next year or two.
supporting · 2026-04-07