The war drums are beating, and is dancing to the tune — surging on Iran tensions with in annual revenue. But don't mistake noise for signal. remains what it's always been: a war-fueled oil play riding geopolitical fear. Strip away the headlines, and the fundamentals tell the same old story. This spike? Pure emotion. Not transformation. Now, before you panic about insider selling, take a breath. The data reveals executives trimming modest positions — standard profit-taking, not an exodus. insiders are simply banking gains after a monster run. Smart money takes chips off the table. That's discipline, not desperation. Here's what really matters: this market reeks of froth. Euphoria is expensive, and I don't pay premium prices for temporary thrills. While others chase momentum, I'm hunting for fortress balance sheets and unshakeable quality. The crowd's getting greedy. Time to get selective.

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