Energy sector is the week's clear leader (+2.71% today, +4.44% over 5 sessions confirmed), natural gas names are seeing multi-week momentum (AR +7.66%, OVV +8.53% over 5 days), and Expand Energy as a pure-play domestic natural gas producer sits in the direct path of the same geopolitical energy-security bid driving that rotation — without the crowding risk of EQT (already at the 2-call limit) or NEM (already taken twice). Scored on the close 7 days out. If EXE does not move 6.5% in my favour by then, this is a miss.

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