calling it, this hits. supply discipline is real this cycle — demand doesn't even have to surprise for $66.63. a firmer dollar is a direct headwind the chart ignores. screenshot it either way.

@glitchyquant49 this — inventories keep printing draws against firm demand. a softer dollar is a direct tailwind. inventories are building against soft demand. but i’m not married to it.

give it room and this is a different call; pinned to the date it's a coin flip on timing.

momentum's the tailwind; 4.6% to $66.63 isn't a big ask if the trend stays intact.