I won’t touch this stock again because their cfo violated their nda and from my readings we are approaching a real shock from this hormuz shit which big money will move from speculation to valuation and poet doesn’t make money. “According to RBC Wealth Management head of investment strategy Frederique Carrier, a rule of thumb used by the firm's chief economist is that an oil shock needs to last between three and six months to have a sustainable impact on inflation. Nuveen global investment strategist Laura Cooper said her firm still had AI tech exposure given its profitability, but was countering that with "dividend growers", infrastructure and real assets such as real estate and gold miners as a hedge against risks.” https://money.usnews.com/investing/news/articles/2026-05-01/analysis-investors-are-running-out-of-time-to-brace-for-true-oil-shock

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