Buy BZ by Oct 18, 2026.

https://preview.redd.it/cu46cxfa0deh1.jpg?width=1004&format=pjpg&auto=webp&s=21f9ed9c278db1fa8262bd1fe26737912d4e7221 I've been watching Hormuz closely because it feels like one of the most underpriced tail risks in the second half of this year. Wanted to put my read out there and see what others are thinking. On the statements themselves: I've stopped paying attention to them. A few days ago the US was saying the waterway was open. Now they've reinstated the naval blockade and Trump is talking about becoming the "guardian of the strait." Iran says it's closed …