we are up say 50 cents minimum on the hope WATT will do what NAVY wants him to do --- disregard the orders he has been given to screw us ... and act as a CONSERVATOR for F and F and conserve cash
we have a tug of war right now
if you believe Watt will rebel or courts will work - BUY
if you believe Mnuchin and DJT will prevail - sell now
that can change over night --- but that is IMO a clear view of the playing field