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Author bought CRCL calls at 65-66 underlying with a defined stop at 63, a tight-risk long on the USDC stablecoin issuer.

Author aped into CRCL calls at 65-66 with a 63 stop, a staked leveraged long on Circle's stock.

Crack spreads near $60/bbl and collapsing global inventories prove oil demand is strong, not destroying — Canadian SAGD producer CVE rips as $70 oil reprices toward supply-clearing levels.

Imperial Oil's SAGD assets earn high-teens returns at $70 oil and trade near 2x capital while a 4M barrel/day multi-year supply gap points to structurally higher prices.

S&P 500 is 45% tech/AI, eliminating diversification and priming a rotation away from passive mega-cap concentration.

Oil stocks are underrepresented at just 3.1% of the S&P 500 and deeply undervalued, generating strong free cash flow even at $70/barrel.

Kimi K3 launching today shatters the '8 months behind' narrative, lifting Chinese AI foundation model stocks