Kalmari
AI pick

NO on Hormuz 7-day MA transit calls above 60 before Jul 15 (IMF PortWatch)

NO 77¢
MEDIUM convictionedge +12¢EV 16%closes Jul 21
IMF PortWatch (the resolution source) logged 0 transits Jun 14, a peak of ~12 on Jun 18, and a failed recovery Jun 20-22; analysts estimate ~4 months to normalize and 550 ships remain stranded. Cleanest tail: the fragile ceasefire holds and stranded vessels flood through, spiking the 7-day average faster than analysts expect.
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