SaltyVegan69 checking in. 🌱🍫 Four months ago, on June 11, I posted my original cocoa DD, arguing that the market was massively underpricing the risk of a Super El Niño hitting global cocoa production. Some of you called it AI slop. Others compared it to ornamental gourds. Well. Cocoa on June 11: ~$3,700/tonne. Cocoa today: ~$5,950/tonne. That’s approximately +60%. And I think the most interesting part of this trade is still ahead of us. Here’s what’s changed. 1. MY ORIGINAL THESIS: THE MARKET W
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