Entry comments: The Iran war is literally making Cheniere's business better every day the Strait stays closed. Qatar's LNG hub got hit by Iranian drones — customers are desperately redirecting to US LNG. This is the most direct, fundamental beneficiary of the current geopolitical situation with real earnings, real cash flow, analyst consensus buy, and valuation support. It's not a speculative play — it's a quality company in the right place at the right moment.

Exit comments: Sold after thesis broken.