Shay Boloor — Still wild to me that Warren Buffett’s Berkshire Hathaway no longer owns $V or $MA.
Top 5 positions:
1. $AAPL ~$58B (22% of portfolio)
2. $AXP ~$46B (17% of portfolio)
3. $KO ~…↗
April 2026 · 4 mentions
Apr 24
Serenity — Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.7…↗
Apr 13
InvestmentGuru — Overnight markets flashing risk 👇
U.S. futures slipping while oil surges on fresh Middle East tensions and a potential Strait of Hormuz blockade.
Energy ripping
→ $OXY +8%
→ $XO…↗
Apr 9
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗
TheValueist — $CVX more major gas production offline. https://t.co/yIaL9pHQRW↗
Mar 28
Serenity — Honestly... the most obvious ideas like long $LNG.
Or going long on $CVX.
Are probably the best ones instead of contrarian longs in Wartime?
Especially with low 18-30 IV, this w…↗
Mar 28
Serenity — Faster compounds:
$AAOI - 10x revenue ramp from optical transcivers h2 2027
$NBIS - 10x revenue ramp Q4 2026
$ARM - 5x revenue growth from their new AI CPU
$MRVL - 2-3x revenue gr…↗
Mar 27
Vulture trades 🦅 — Market dumping.
Oil stocks ripping.
$PBR $ET $KMI $XOM $CVX
Smart money rotates before the crowd notices.
LIKE + COMMENT “OIL” if you want me to break down how to catch these e…
February 2026 · 3 mentions
Feb 28
Wayne Liang — Iran has officially closed the Strait of Hormuz, instantly cutting off 25% of the world's oil supply. Last time there was a delay (not a full closure), prices went up over 10%.
Oi…↗
Feb 23
Wayne Liang — I remain bullish on defence, oil, and energy sectors with all the tension building up overseas. Doesn't mean there won't be pullbacks, just means they should recover fast and rally…↗
Feb 1
Mike Investing — This is your reminder that $CVX (Chevron) will be the $NVDA (Nvidia) of the oil sector…
Actively breaking out of a bull flag with upcoming expansion in Venezuela; revenues will ra…↗
January 2026 · 4 mentions
Jan 28
Mike Investing — This stock has been quietly loaded by billionaires & is one of the lowest risk opportunities available…
In which that is $CVX (Chevron) which has potential to be $NVDA (Nvidia…↗
Jan 10
Mike Investing — I’ve said it before, & I’ll say it again…
$CVX (Chevron) is the $NVDA of the oil sector.
With Chevrons heavy establishment in Venezuela; revenues will rapidly rise.
This is…↗
Jan 5
Mike Investing — $CVX (Chevron), has potential to become the $NVDA (Nvidia) of the oil sector.
With Chevron being already well established in Venezuela the revenue increase can be parabolic.
Many…↗
Colin King — Some cheap bigger caps trading at 4-6% dividend yields:
$MO
$TGT
$TAP
$HRL
$KEY
$CVX
$HPQ
$SWK
$KVUE
$AMCR
$CMCSA↗
June 2025 · 1 mention
Jun 19
Marhelm — Chevron & Petrobras secured VLCC term charters just before Middle East tensions spiked rates.
$CVX $PBR https://t.co/Ym8wFIzJOp↗
— I've made multi-millions investing in hot industries and riding these momentum trades.
Last year, I publicly called out Bitcoin mining, AI/HPC, and defense - $IREN $CIFR $BITF $ON…
Vulture trades 🦅 — If you’re losing money right now, you have no edge.
The whole market was dumping…
And this sector was going straight up:
$PBR $ET $KMI $XOM $CVX $DVN
There’s always opportunit…↗
Mar 26
Serenity — Holy sht… $SPY index down close to -5% YTD.
Pershing Square NAV down almost -20% YTD.
One of the worst starts to the year for the broader market.
On the bright side?
$CVX and…↗
Mar 10
Nancy Pelosi Stock Tracker ♟ — Breaking: A politician sitting on the House Armed Services Committee bought $150K of oil stocks just a couple weeks before US' strikes on Iran
That committee oversees the Departme…↗
Mar 8
Wayne Liang — Playing the oil game is dangerous.
The moment there's de-escalation or ceasefire, it'll plummet, and stocks will rally.
I shared this weeks ago, but for those interested in using…↗
Mar 6
Wayne Liang — Fully expecting oil stocks to be green again next week. The closest thing to a perfect hedge at the moment.
Will be volatile as tension cools off.
$BATL
$XOM
$CVX
$COP
$OXY
$DVN…↗
Mar 1
Mike Investing — The war between the U.S. & Iran has officially begun, and as a result war stocks will rise heavily.
If you aren’t invested into these picks by now then you’ll soon be left behind:…↗
— With the Venezuela oil takeover these 7 energy stocks will be directly benefitted:
1. $XOM ~ ExxonMobil
2. $CVX ~ Chevron
3. $BP ~ BP PLC
4. $VLO ~ Valero Energy
5. $SHEL ~ Shell…