$XOM — FinTwit mentions on Surfaced

$XOM — FinTwit mentions on Surfaced

Recent mentions

55 mentions

@michaelsikandJun 21, 2026 · 8:00 PM

Memory stocks are a trap. If you view them like most investors. In 1859, oil producers struck it rich on one use case: kerosene lamps lighting the world. Then Edison's bulb arrived in 1880 and started killing that market. 30 years later the car showed up. Oil's byproduct gasoline, became the backbone of our economy, and is to this day. The car made oil a structural product. If AI is the car, memory is oil in the early 1900's. Memory chips are a commodity like oil. A few producers making the exact same product. Oil is even more competitive than memory's big three. And yet oil companies pumping a commodity have been some of the best long-term investments ever made? Between 2000 and 2026, ExxonMobil $XOM turned $39 into $138, a 3.5x and 4.9% a year on price alone. $CVX ran from $42 to $174, 4.2x and 5.5% a year. On a forward PE ratio, supermajors trade at substantially richer valuations. $MU: ~ 10.0x $XOMl: ~15.0x $CVX: ~13.7x Yes there are gluts. Yes there are shocks. This is ANY industry. But the baseline demand kept rising, the cash kept compounding, and the long term holder got rich. Everyone obsessed with the cyclical pattern in memory is thinking about kerosene, not the car. Gasoline has stood strong 100 years with minimal substitution. Is HBM not the same? If you're buying memory on Monday, you're not early. But you may not be too late to benefit from a continued rise in Wall Street's WTP for their profits. @joinautopilot Disclaimer: Since incep. (02/10/2026) +189.66%. Net of fees; representative client-account sample (all accounts if <10 clients). Autopilot doesn't manage, validate, or guarantee this Pilot's portfolio. Not a recommendation. Past performance is no guarantee of future results; investing involves risk of loss.

@pelositrackerJun 17, 2026 · 3:08 PM

Meet the luckiest man in Congress Gil Cisneros (D) won a $266M Powerball in 2010 He then used the money to run for Congress & won that too Now he sits on Armed Services, Small Business Committee, and made ~$25M of trades in the last year Like buying oil companies $XOM and $CVX weeks before the US strikes on Iran Or buying war stocks Raytheon $RTX, $RNMBY, & Aerovironment $AVAV in the lead up to the Iran war Due to his 'timely stock trading', we created his tracker and launched it on Autopilot Check his full portfolio via the app, connect your own broker to invest alongside And let's see how he performs https://t.co/JjbVtofbvE

@alphaticaioJun 9, 2026 · 8:14 PM

DARK POOL SCANNER | June 9, 2026 Lit tape: -$5.14B. Dark pool: +$82M. Nearly flat. The dark pool is buying indexes again. Same pattern as Friday, they are buying the dip. 153 off-exchange prints ≥$5M. The lit tape sold. The dark pool barely moved. For the third time in four sessions. Dark Pool Buyers: $QQQ +$427M (49 prints, LIT TAPE: SELL -$122M) $SPY +$122M (18 prints, BOTH TAPES AGREE BUY) $GLD +$121M (3 prints, NEW NAME) $NVDA +$54M (7 prints, BOTH TAPES AGREE BUY) Dark Pool Sellers: $MSFT -$177M (2 prints, ZERO dark pool buys, BOTH TAPES AGREE) $AMD -$173M (7 prints, BOTH TAPES AGREE) $XLK -$65M (4 prints, ZERO dark pool buys) $TSLA -$56M (2 prints, ZERO dark pool buys, BOTH TAPES AGREE) $XOM -$35M (2 prints, NEW NAME) The dark pool is buying indexes on a sell day. Again. $QQQ: +$427M in the dark pool. The lit tape sold $QQQ -$122M. $SPY: +$122M in the dark pool. The lit tape bought $SPY +$432M. Both tapes agree on $SPY buy. Combined dark pool index buying: +$549M. Friday the dark pool bought $QQQ +$3.34B and $SPY +$3.19B during the -$47.7B sell. The bounce happened Monday. Monday the dark pool sold the indexes (taking profits). Today the dark pool is buying indexes again on a sell day. The pattern: buy indexes on sell days. Sell indexes on bounce days. The dark pool is trading the cycle. If it follows Friday's playbook, the dark pool is positioning for another bounce. $GLD: +$121M. New name on the dark pool. Gold is being accumulated off-exchange for the first time in the series. The rotation scanner showed $GLD -0.9% on the surface. The dark pool is buying it underneath. Oil crashing 4.3% today. Iran ceasefire optimism. The dark pool is positioning in gold while energy reprices. $XOM: -$35M. Also new. Exxon Mobil being sold in the dark pool. Energy distribution off-exchange as oil crashes. $GLD in and $XOM out. The dark pool is rotating from energy to gold. $MSFT: -$177M with zero dark pool buys across 2 prints. Both tapes agree. The $MSFT distribution is the most persistent pattern in the series. $NVDA: +$54M dark pool. +$865M lit tape. Both tapes agree buy. The only semi name positive on every venue. The supply chain sells. $NVDA alone buys. Both tapes confirm the split. $TSLA: -$56M zero dark pool buys. Both tapes agree sell. Yesterday +$596M on the dark pool. Today zero buys. CPI tomorrow. The dark pool bought indexes on Friday ahead of the bounce. Today the dark pool is buying indexes again. The framework is telling you something. Now you're watching both.

@pelositrackerJun 8, 2026 · 1:52 PM

Well this sucks ... We just caught Michigan rep Tim Walberg disclosing new buys of Exxon Mobile $XOM, Eaton Corp $ETN and Chevron $CVX. There’s 3 reasons it stood out: 1. Walberg sits on the House Committee on Natural Resources, which has direct jurisdiction over energy leasing on federal lands 2. Each one of those investments is up double digits 3. He disclosed 14 months late, making it impossible to tail him Don't worry though he'll be fined ... $200.

@alphaticaioMay 18, 2026 · 9:01 PM

DARK POOL SCANNER | May 18, 2026 $9.2B in off-exchange flow. 340 prints ≥$5M. Net: -$2.50B sell. Friday: record +$9.36B dark pool buy. Today: -$2.50B sell. An $11.9B swing over the weekend. The OPEX accumulation is being unwound. Dark Pool Sellers: $QQQ -$1.77B (77 prints, BOTH TAPES AGREE) $MSFT -$556M (13 prints, LIT TAPE: BUY +$224M) $IWM -$336M (11 prints) $AMD -$270M (6 prints, ZERO dark pool buys) $MU -$263M (30 prints, ZERO dark pool buys) Dark Pool Buyers: $SPY +$591M (42 prints, LIT TAPE: SELL -$1.01B) $AMZN +$222M (10 prints) $XOM +$32M (4 prints) Both tapes agree on $QQQ. Lit tape -$5.32B. Dark pool -$1.77B. The Nasdaq is being sold across every venue. No disagreement. No hedge. Pure distribution. $AMD: zero dark pool buys across 6 prints. $MU: zero dark pool buys across 30 prints. The semiconductor names have no buyer interest in the dark pools heading into $NVDA earnings. The lit tape showed $MU with zero buys and $NVDA with $1M in buys. The dark pool confirms: nobody is buying semis before the print. $MSFT: the only buyer on the lit tape at +$224M. The dark pool says -$556M sell. The one name that looked like a buyer on the lit tape is being sold off-exchange. When the lit tape and dark pool disagree on the only "buyer," the dark pool is telling you the buying is not conviction. The $SPY divergence returns. Friday both tapes agreed on $SPY for the first time in six sessions. That consensus lasted one day. Today: lit tape sells $SPY at -$1.01B. Dark pool buys $SPY at +$591M. The pattern is back. Sold in public. Bought in the dark. The $SPY divergence has now appeared in six of the last seven sessions. It resolved on Friday's OPEX. It came back today. The institutions keep hedging $SPY exposure in the dark while the rest of the market sells. Two days before $NVDA. The institutions are de-risking on every tape. The only disagreement is on the hedge. Now you're watching both.

@itsmichaelluuMay 17, 2026 · 6:19 PM

In 1 year, $ENLT spiked 600% from $15 to $90+ Right now, $NVDA CEO wants you to buy sustainable energy companies. Here's 7 stocks under $10 that can 20x just like $BE: 1/ $PLUG ~$3.76 | Target: $30 Green hydrogen fuel cells deliver clean, on-site backup power for AI data centers bypassing overloaded grids entirely. Customers: $AMZN, $WMT, $HD, $MSFT, $SO Catalyst 1: Q1 gross margin improved 42pp YoY margin turnaround is real and accelerating Catalyst 2: DOE hydrogen hub funding unlocking PLUG is a primary beneficiary of U.S. green hydrogen infrastructure buildout Catalyst 3: Targeting positive EBITDAS by Q4 2026, which would mark a fundamental re-rating moment for the stock 2/ $FLNC ~$20.00 | Target: $65 Grid-scale battery storage that keeps renewable power stable and uninterrupted for 24/7 AI data center operations. Customers: Two new hyperscaler MSAs signed ($GOOG $MSFT $AMZN $META could be?), BrightNight, Cordelio Power, LEAG (Europe) Catalyst 1: Two new hyperscaler Master Supply Agreements signed in Q1 2026 expected to generate over $2B in revenue Catalyst 2: Record $5.5B backlog with a $30B pipeline, up 30% since September 2025 Catalyst 3: Citi raised target to $26 and Canaccord raised to $28 post Q1 analyst conviction building fast 3/ $ARRY ~$10.00 | Target: $40 Solar tracking systems that maximize output at utility farms directly powering AI data center campuses nationwide. Customers: NextEra Energy, Invenergy, AES, RWE Renewables, AWS energy partners Catalyst 1: Record $2.4B orderbook in Q1 2026 IRA deadline rush driving near-term revenue surge Catalyst 2: Hyperscalers signing 100-500MW solar PPAs directly every one requires ARRY trackers Catalyst 3: APA Solar acquisition adds tracking software margin and new utility-scale contract channels 4/ $SHLS ~$10 | Target: $32-$35 Electrical balance-of-system components the invisible wiring and combiner systems every AI-powering solar plant depends on. Customers: $NEE , RWE Renewables, Enel Green Power, $AES , Invenergy Catalyst 1: Q1 2026 revenue +75% YoY to $140.6M with a record $758M backlog Catalyst 2: New DC-coupled battery storage products open a second revenue stream alongside solar BoS Catalyst 3: Goldman Sachs Buy rating with $11 target facility consolidation headwinds clear in H2 2026, margin recovery follows 5/ $EOSE ~$8 | Target: $24 Zinc-based long-duration batteries solve renewable intermittency providing the hours-long storage AI data centers need for truly uninterrupted clean power. Customers: $DUK , $ED, U.S. Army Corps of Engineers, data center developers Catalyst 1: Second production line coming online in 2026 doubles output capacity and drives gross margin positive Catalyst 2: $220M+ in new orders in Q4 2025 with 20% pipeline growth data center sector is the primary driver Catalyst 3: Domestic zinc supply chain means zero Chinese lithium dependency — a structural moat in the tariff war era 6/ $FCEL ~$21 | Target: $60 Modular fuel cells deliver on-site DC power with waste-heat capture for cooling purpose-built for the 24/7 uptime AI workloads require, no grid connection needed. Customers: $XOM , $TM , $PFE , U.S. Navy, Department of Defense Catalyst 1: 1.5 GW+ in active AI data center proposals even partial conversion is transformational at this market cap Catalyst 2: Q1 2026 revenue +61% YoY as the bring-your-own-power trend accelerates across hyperscalers Catalyst 3: ExxonMobil carbon capture JV commercialization validates the technology at industrial scale by late 2026 7/ $AQN ~$8 | Target: $24-$30 Regulated wind, solar, hydro and thermal utility the reliable baseload backbone AI data centers need most, trading at a deep discount to book value. Customers: Regulated U.S. ratepayers, Midwestern utilities, Canadian provincial utilities, long-term PPA counterparties Catalyst 1: Strategic asset sales and restructuring completion of the review in H1 2026 unlocks significant shareholder value Catalyst 2: Pending U.S. rate case approvals across multiple jurisdictions directly lift regulated earnings Catalyst 3: Fed rate cuts are a free catalyst every 25bps cut meaningfully re-rates this stock higher Recently, Jensen Huang in an interview said $NVDA under invested in sustainable energy. I still like $BEP $ENLT $PLUG and possibly $ENPH. $ENLT can keep going towards $200 then $400+ I'd say. ♻️RESHARE this post and make 1 comment and I'll DM you my $SPY chart for this week right now.

@itsmichaelluuMay 9, 2026 · 2:12 PM

Cathie Wood says inflation will go under 2% in 2026. SPY will spike from $730 to $1000+ in a few years. Cathie says (in her latest video): Manufacturing going up (flatbed demand, ISM orders rising); services lagging but historically follows. Capex broke above a 30-year ceiling sustained boom driven by deregulation + favorable tax policy. $NVDA $INTC $MU $AVGO $TSLA Strongly deflationary. Trueflation core at 1%, unit labor costs 1.2%, housing falling, AI inference costs down 85–95%/yr. Expects CPI to surprise below 2% in 2026. $IREN $WULF $VRT $OPEN $TSM Overall unemployment stays low (~4.3%). AI displacing entry-level jobs, but software developer postings rising again shakeout is over. Youth unemployment drifts back below 7.5%. $SOFI $HOOD $CRWV $COIN $PLTR Core deflationary force economy-wide. Every company becomes an AI company. Training/inference costs in freefall. OpenAI vs. Anthropic competition accelerating the pace. Bullish on productivity re-rating the whole economy. $IONQ $ASTS $UBER $CRWD $CRM DXY rallies to ~103 from ~98 on rising US return on invested capital vs. the world. $AAPL $MSFT $GOOG $AMZN $META Price declines ahead UAE leaving OPEC, Venezuelan supply, US exports at 6M bbl/day and rising. Lower oil = lower inflation = higher sentiment. $OXY $COP $XOM Bitcoin trending up vs. gold. Clarity Act by July 4th = major catalyst for the crypto ecosystem. $MARA $MSTR $GLD

@investmentguru_Apr 13, 2026 · 12:35 AM

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% → $XOM & $CVX +4% Tech under pressure → $MU -4% → $AVGO & $TSM -3% → $NVDA -2%+ → $TSLA, $META, $GOOG also lower Same playbook: Geopolitical risk → Oil spikes → Energy rallies → Tech sells Headline-driven market — expect volatility and fast rotations.

@yasutaketinApr 7, 2026 · 4:33 PM

エネルギー高だけど、じゃあ今 $CVX $XOM $XLE を買うべきかって言われるとそれも難しいよね。ニュース一発で原油は暴騰も暴落もあり得る。

@tradableastroMar 31, 2026 · 7:16 PM

Good thread on Energy 👇 $USO $XOM

@investmentguru_Mar 30, 2026 · 12:12 AM

If oil stays above $100 , this are the play to concentrate on $XLE $USO $VG $ANNA $EONR $USO $OXY $XOM $TPET $CVX

@investmentguru_Mar 29, 2026 · 10:05 PM

This is what you concentrate on $USO — direct exposure to oil price trends $XLE — broad energy sector strength $XOM — large-cap energy leader with strong cash flow $PBR — high beta play on oil prices and dividends $OII — niche offshore/energy-related exposure $OXY — leveraged to oil upside and commodity moves

@thevalueistMar 28, 2026 · 5:37 PM

Iran will be going longer than the administration is communicating. Trumper has himself in a bind, even if he TACO’s. Iran may have successfully created a permanent tolling booth for safe passage through the Strait of Hormuz. Ultimately, you need to stay flexible and don't overlook energy names even at these levels. $EQT $EOG $FCG $XOM

@vulturetradesMar 27, 2026 · 4:14 PM

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 early. https://t.co/Ts6NcZxzkH

@vulturetradesMar 27, 2026 · 4:11 PM

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 opportunity. You’re just looking in the wrong place. https://t.co/sfBomfsPRu

@investmentguru_Mar 27, 2026 · 10:56 AM

Energy Stocks — Building Momentum for Upside . Energy is quietly becoming one of the most important sectors to watch if inflation, yields, and geopolitical risks stay elevated. Key names on watch: $USO — direct exposure to oil price trends $XLE — broad energy sector strength $XOM — large-cap energy leader with strong cash flow $PBR — high beta play on oil prices and dividends $OII — niche offshore/energy-related exposure $OXY — leveraged to oil upside and commodity moves

@investmentguru_Mar 27, 2026 · 10:32 AM

Helium play can be interesting . $CVX $XOM

@datatrekmbMar 25, 2026 · 5:50 PM

Exxon Mobil’s forward 12-month Price/Earnings ratio is now higher than Nvidia’s, at 21.4x versus 21.1x. Moreover, the gap widens dramatically if we use 2027 expected earnings, with $XOM at 19.1x and $NVDA at 15.7x. $XLE $XLK

@datatrekmbMar 25, 2026 · 3:01 PM

$XOM now has a higher 12-month forward PE than $NVDA (21.4x vs 21.1x), and the largest US Energy names trade for an average of 20.0x, not far from the S&P 500’s 20.7x. $XLE

@aleabitoredditMar 22, 2026 · 3:02 AM

JPM is projecting 0 rate cuts in 2026 (Mar 19th). Derivatives show~37% 0 rate cuts. Here's the traditional winners and losers: 1. Banks / Stablecoins: $CRCL, $JPM, $BAC, $WFC - Interest from treasury, CCs, mortgage 2. High Cash vs. MC: Berkshire < $BRK.B >, $ETOR, $VLN, and others - Companies that sit on large piles of cash relative to MC, where interest rates make material difference to operational income. - This is beneficial to a lot of brokerages, but also very nuanced eg. $HOOD. 3. Insurance: $PGR, $MET, $ALL - Higher yields on bond portfolios 4. Value/Cyclical Stocks: $XOM, $CAT, $DE - Strong cash flow today + underlying commodities boost as well. Losers: 1. Telecommunications & Heavy Industrials: $T, $VZ, $ATUS - Companies that carry massive debt loads to build out optic cables, 5G, etc. 2. Utilities: $NEE, $DUK, $SO, $XLU - Utilities carry heavy debt to maintain power grids and partly bond proxies 3. Real Estate + REITs: $AMT, $O, $BXP - Higher rates drive down the valuation of the physical properties themselves and harder borrowing for buying homes. Then government bonds > dividend yields. 4. Unprofitable / Speculative Tech: $ARKK Nuanced: Historically Mag7 like $NVDA, $AAPL, $MSFT, $AMZN were neutral-winner as they were typically sitting on loads of cash. But for the first time, some are going into debt for the AI buildout and are scaling like startups again (eg. $META 33%+ Y/Y revenue growth): -> Cash-rich companies like $AAPL are likely to be fine, $MSFT + $GOOGL (largely funded by operational income) -> While $META, $ORCL, and others may face more challenges (projected to take on debt long term) However, despite short term volatility from projections + War in Iran: One TACO could flip all the projections. So, I would not bet on high interest rates or rate hikes or this trade. And I don't think markets will either long term.

@acipartnerhshipMar 17, 2026 · 3:50 PM

Turns out Mr. Market knew a lot more than we thought. $XOM with new ATH, or 144 year high for those tracking.

@pelositrackerMar 17, 2026 · 3:39 PM

This is why we uncover politician trades ✍️ Rep. Josh Gottheimer (D) loaded up on energy stocks in early February: $GEV (GE Vernova) on Feb 5th. Up 11%. $XOM (ExxonMobil) on Feb 2nd. Up 15%. He sits on the Defense Intelligence subcommittee, where he receives classified briefings on military infrastructure and national security threats. GE Vernova builds nuclear reactors and power systems for the US military. ExxonMobil is the largest non-state oil producer in the world. The DOD is the largest energy consumer on earth.

@unusual_whalesMar 10, 2026 · 6:46 PM

Exxon Mobil, $XOM, has evacuated non-essential employees from operations in the Middle East, per PRNewswire

@pelositrackerMar 10, 2026 · 2:42 PM

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 Department of War + the Department of Energy His name is Gil Cisneros & he's a Democrat from Cali The conflict of interest trade includes: - $100K of Exxon $XOM - $50K of Chevron $CVX

@tradableastroMar 8, 2026 · 10:37 PM

Imagine having a tool that was only bullish energy & defense but bearish on the rest of the market?? $XOM $SPY https://t.co/YwJ7MmGVQn

@wliangMar 8, 2026 · 10:16 PM

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 oil as a volatile hedge, watch: $BATL $TPET $XOM $CVX $COP $OXY $MPC There's money to be made.

@wliangMar 6, 2026 · 8:35 PM

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 And more. https://t.co/vrT90GWpFy

@investmentguru_Mar 6, 2026 · 11:25 AM

Oil Spike - What It Means for Markets Oil pushing toward $85 as tensions around Iran and the Strait of Hormuz escalate. Nearly 20% of global oil flows through this chokepoint, so any disruption quickly hits prices. Market Impact • Higher oil → inflation pressure rises • Rate cuts may get delayed as yields climb • Energy stocks gaining momentum: $XOM $CVX $DVN • Defense names staying strong: $RTX $LMT • Growth stocks may face pressure if yields keep rising If disruption lasts weeks, oil could push $90–100. If tensions cool, prices likely pull back quickly. Markets now trading geopolitics, not fundamentals.

@investmentguru_Mar 5, 2026 · 11:25 AM

Markets this week — what’s actually going on: 1/ It’s been a volatile week. The S&P 500 dropped nearly 1% Tuesday, falling as much as -2.5% intraday, before bouncing back 0.78% Wednesday to snap a 3-day losing streak. Expect volatility to remain elevated. 2/ The big driver: Iran’s threat to block the Strait of Hormuz, a key route where nearly 20% of global oil supply flows. Higher oil → rising inflation concerns → reduced rate-cut expectations → pressure on equities. That’s the chain reaction markets are reacting to. 3/ Winners this week: Energy stocks like $XOM $COP $CVX, defense names, gold pushing near $5,400, and Bitcoin climbing back above $71K. 4/ Under pressure: Travel and leisure. Airlines like $UAL down sharply, hotels such as $MAR weaker, and travel stocks broadly struggling — sectors that depend on global stability. 5/ Tech showing resilience: Chip stocks held strong with $MU and $AMD jumping around 5%, while $NVDA and $AVGO also moved higher. Semiconductors continue to act as the backbone of the market. 6/ One positive signal: Strong ADP jobs data and easing inflation in services helped calm recession fears mid-week. The economy itself remains stable — this looks more like a geopolitical shock than a structural economic problem. 7/ Bottom line: Markets are in headline-driven mode right now. Sentiment can shift quickly depending on geopolitical updates. Stay diversified, watch oil closely, and avoid emotional decisions.

@tradableastroMar 2, 2026 · 9:10 PM

$AEHR was caught on the Terminal Leaderboard 2 days ago! Entry was at $38.32 in common shares, and we are now up 14%! 📈 Last chance to use our free trial (ends tonight!). It was extended to tonight as we got messages that people are driving home or still at work. Don't miss it. Code: PUTS https://t.co/OU0u8dFcyZ $ASTS l $LITE l $NVDA l $XOM l $XLE l $SPY l $QQQ

@tradableastroMar 2, 2026 · 8:57 PM

$XOM ugly for the late chasers out there https://t.co/DWroT8eYxu

@dustinhuntwnMar 2, 2026 · 3:29 AM

$XOM oil currently up 8% in US premarket https://t.co/tWwYOfIC2x

@midascabalMar 1, 2026 · 7:45 PM

Some names that benefit the most from Iran-US strikes: 1. $LMT - Maker of jets & missile systems 2. $RTX - Supplier of Patriot missiles & air defense tech 3. $NOC - Producer of bombers, drones, & missile defense 4. $GD - Provides combat vehicles / submarines 5. $BA - Aerospace defense 6. $XOM - Oil producer 7. $CVX - Integrated energy giant 8. $BP - Oil producer 9. $ONDS - Drones Do you hold any of these?

@jasonl_capitalMar 1, 2026 · 6:19 PM

TOP 10 STOCKS TO WATCH (Iran Conflict) Markets open Monday to a new world. Khamenei is dead. Iran is retaliating across the Middle East. The Strait of Hormuz is under threat. Oil is heading to $80+ at minimum. Here's what I'm watching: 1. $RTX - Patriot and THAAD missile defense systems are being used right now. This is the most direct beneficiary of sustained conflict. 2. $LMT - Missiles, fighter jets, and munitions. Extended operations mean extended resupply contracts. 3. $AVAV - The most pure-play tactical drone company. Every modern conflict proves drones win wars. 4. $KTOS - Autonomous combat aircraft and drone defense. Pentagon spending on unmanned systems is only accelerating. 5. $ONDS - Autonomous systems and industrial wireless for defense applications. Still under the radar. 6. $PLTR - Defense AI and intelligence analytics. When the U.S. military needs real-time decision-making at scale, Palantir is embedded. 7. $XOM - Integrated oil major. If Strait of Hormuz disruption persists, oil goes to $100. Exxon prints cash at these levels. 8. $OXY - U.S. shale producer. Domestic production becomes more valuable when Middle East supply is at risk. 9. $CRWD - Cyber retaliation from Iran is almost guaranteed. CrowdStrike protects the most critical government and enterprise networks. 10. $RKLB - Defense launch services and space infrastructure. Satellite demand spikes during active conflict for ISR and communications. Monday will be volatile. Have your watchlist ready before the open. Not financial advice. DYOR.

@mrmikeinvestingMar 1, 2026 · 6:15 PM

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: Drones ~ $ONDS, $AVAV, $KTOS Prime Defense ~ $LMT, $NOC, $RTX, $GD, $LHX Space/Satellite infrastructure ~ $RKLB, $ASTS, $IRDM AI, & Cyber warfare ~ $PLTR, $CRWD, $PANW, $NVDA, $SMCI Oil ~ $XOM, $CVX, $OXY Power/Nuclear/Grid ~ $OKLO, $CEG, $VRT, $ETN These opportunities are going to make life changing returns…

@midascabalFeb 28, 2026 · 5:21 PM

Iran has officially closed the Strait of Hormuz, instantly cutting off 25% of the world's oil supply. Oil prices are about to surge. Watchlist: $XOM $CVX $COP $DVN $OXY

@wliangFeb 28, 2026 · 4:54 PM

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%. Oil prices are about to surge. Pay attention to $XOM $CVX $COP $DVN $OXY and more on Monday.

@aleabitoredditFeb 28, 2026 · 3:24 PM

Here's my read on the market: The US/Israel Regime Change + Strike on Iran has already been front-run by institutions. Buying Defense/Oil at ATHs and selling risk-assets may be a mistake, as it should have been done a month ago. The data is extremely abnormal: Oil/Energy from $CVX, $XOM, and $XLE are all up 22-26% YTD. Large defense contractors from $NOC to $LMT also have increased 27-36% YTD. Majority of the run happening late January, when intelligence reported a strike on Iran was imminent targeting regime change. For reference: - $LMT 1 Year return is 46.12%. Lockheed made majority of its gains (32.39%) in the past month-two alone. It's likely multifaceted with the $1T defense budget, but the biggest tell was the massive run-up in oil like $CVX, $XLE, and crude oil expecting disruption in the middle east. The Iran situation is completely different from Venezulea, where everyone was caught off guard. With Venezulea traders and institutions were on equal footing as companies like Gold Reserve gapped up 100% same-day. But with Iran, it was probably one of the most telegraphed attacks in history and most institutions have already completely re-positioned (hence the major sell-off in high beta and oil/defense going up over the past month). So selling existing "high-risk" assets when they're already at lows to reposition into, oil, and other defense contractors at ATHs after an abnormal 1M 20%+ rally might be a mistake. Majority of other retail is expected to do this and cause some volatility during illiquid hours (but in these cases, doing the opposite might lead to higher returns) I could be wrong, but for me personally, I've already hedged with defense and oil leading up to the event. Many of my hedges are up abnormal amounts, and I was planning on rotating those into any major selloffs that happen in high beta assets. And my thought process was, institutions would likely do the same. TLDR: Rotating your high-beta assets after they've already sold off into oil/defense at ATHs that have already been frontrun by institutions, might not be the best idea.

@aleabitoredditFeb 28, 2026 · 6:52 AM

Hope you all hedged with Pistachios. Israel is now airstriking Iran. Immediate Beneficiaries: Oil (Energy) - $XLE, $CVX, $XOM, Defense - $AVAV, $NOC, $LASR, $LPTH, $RTX, $AVAV, $LMT, $NOC Save Haven Assets - Gold, Silver Shipping - $FRO, $STNG Pistachios This might just be a case of trading blows -> Israel fires some shows -> Iran fires some back -> they get shot down by the US so they can claim they retaliated Then all is well. My opinion is markets freak out for the weekend and overnight but recover shortly after they realize war is bullish for America. But if US follows-up and invades, then the Military/Oil trade is back.

@investmentguru_Feb 27, 2026 · 1:04 PM

Despite another blockbuster quarter from $NVDA, the market reaction says everything: enthusiasm for AI is being capped by rising anxiety over the sustainability of massive capex. We’re seeing a clear rotation. Wall Street is pivoting toward HARD — Hard Assets, Resilient & Durable. As AI software becomes easier to replicate and margins compress, capital is flowing into businesses backed by irreplaceable physical infrastructure: power grids, pipelines, industrial capacity, and defense manufacturing. The AI arms race has turned hyperscalers into capital-intensive giants — and that money is now flowing into the physical economy: Power & Grid: $GEV, $SO, $DUK Energy: $XOM, $CVX Materials: $FCX, $NUE Heavy Equipment: $CAT Defense: $LMT, $NOC This isn’t about avoiding risk — it’s about reducing vulnerability. In a market repricing digital moats and AI margins, durable hard-asset businesses are gaining the premium. Rotation is real. HARD is the message.

@optionflysFeb 12, 2026 · 11:29 PM

Russell Top 50 - Weekly Rotation Snapshot Leadership = Value + defensives. Leading: $XOM $CVX $WMT $MRK $JNJ $GS $CAT $TXN MAG 7 status: $MSFT $NVDA $AMZN lagging $AAPL $GOOGL $TSLA weakening $META improving That’s not broad growth leadership. It’s rotation. Until high beta reclaims Leading quadrant, index expansion will struggle. Rotation first. Then trend. $SPX $QQQ $SPY @Optuma

@jasonl_capitalFeb 3, 2026 · 1:50 AM

My 2026 playbook - one contrarian pick per sector: AI Infrastructure - $IREN (not $CRWV) Space - $RKLB (not $ASTS) Peptides - $HIMS (not $LLY) Crypto - $HOOD (not $COIN) Energy - $VG (not $XOM) Robotics - $AMZN (not $TSLA) Drones - $ONDS (not $LMT) Contrarian > Consensus

@nezih_gokayFeb 2, 2026 · 6:21 AM

EMEKLİ OLDUĞUNUZDA MAAŞINIZI KİMİN ÖDEMESİNİ İSTERSİNİZ? 🏦 43 yıldır aralıksız her yıl maaşına zam yapan bir patron hayal edin. 💠 Şirket: Exxon Mobil ($XOM) Köklü Geçmiş: 1870'ten beri ayakta (154 yıl) Devasa Güç: 591 Milyar $ piyasa değeri. Temettü Aristokratı: Tam 43 yıldır ödemelerini artırıyor. 💰 Basit Hesap: Cebinizde 100 adet hisse olsa, her 3 ayda bir yaklaşık 103$ (güncel kurla ~4300 TL) hesabınıza yatar. Siz uyurken bile dev bir petrol çarkı sizin için döner. 🛢️ Exxon Mobil, 10 Mart 2026 tarihinde ödenecek olan hisse başına 1,03 dolarlık ilk çeyrek temettüsünü 12 Şubat 2026 tarihinde iş günü sonu itibariyle kayıtlı hissedarlara açıkladı. Şirket, dördüncü çeyrek temettüsünü %4 oranında artırdı. (Midas tarafında listeli durumdadır)

@kaizen_investorJan 30, 2026 · 11:36 AM

$XOM just reported a Q4 double beat, despite the double beat the stock is down 2.5%. ExxonMobil’s 2025 results highlight a company firing on all cylinders. By focusing on its most profitable regions, $XOM achieved its highest oil production in 40 years. The stars of the show were the Permian Basin and Guyana, which now make up nearly 60% of everything they produce. Even though oil prices were lower than last year, Exxon stayed highly profitable by cutting $15 billion in waste which is more than any of its big competitors. They didn't just save money, they executed perfectly, finishing 10 major projects on time or early. This efficiency allowed them to hand back over $37 billion to shareholders through dividends and buybacks. Simply put, Exxon is leaner, faster, and more profitable per barrel than ever before.

@stocksavvyshayJan 23, 2026 · 4:32 PM

NEXT WEEK MARKS THE HARD LAUNCH OF EARNINGS SEASON Tuesday | $UNH, $BA, $TXN, $NXT Wednesday | $TSLA, $MSFT, $META, $NOW, $ASML, $IBM, $LRCX Thursday | $AAPL, $V, $KLAC, $SNDK, $WDC Friday | $SOFI, $CVX, $AXP, $XOM, $VZ

@acipartnerhshipJan 13, 2026 · 2:43 PM

ExxonMobil $XOM keeps on winning as the administration is inclined to keep ‌Exxon out of Venezuela. https://t.co/Vu7oBLMFJi

@blackpanthercapJan 5, 2026 · 8:11 PM

🚨HERE IT COMES. TRUMPS NEXT MOVE: Here 20 companies to look out for if Trump sits down to negotiate with Greenland. $CRML, Mining $MP, Materials $UUUU, Mining $LMT, Aerospace & Defense $RTX, Aerospace & Defense $GD, Aerospace & Defense $NOC, Aerospace & Defense $BA, Aerospace $LHX, Defense $HII, Shipbuilding $XOM, Energy $CVX, Energy $SLB, Energy Services $HAL, Energy Services $CAT, Machinery $HON, Conglomerate $GE, Conglomerate $APD, Chemicals $LIN, Chemicals $FCX, Mining Note. NOT FINANCIAL ADVICE.

@investmentguru_Jan 5, 2026 · 11:21 AM

Oil & Energy — 10 Stocks to Watch Here are 10 oil & energy stocks showing strong momentum and worth keeping on the radar: $CVX (Chevron) $VLO (Valero) $COP (ConocoPhillips) $MPC (Marathon Petroleum) $XOM (Exxon Mobil) $PSX (Phillips 66) $OXY (Occidental Petroleum) $EOG (EOG Resources) $DVN (Devon Energy) $KMI (Kinder Morgan) Energy is clearly waking up again — watch for continuation, pullbacks, and volume confirmation as rotation flows into the sector

@aleabitoredditJan 4, 2026 · 3:06 AM

US now has control over Venezuela $17T+ Oil and $2T+ Mineral reserves. This is the Gold Rush of 2026. If your first thought was profiting on the situation, here's how: $GRZ.V ($289.61M) | $RMLFF ($582m) - $8.1B+ in claims from Gold Reserves. Over 45 times (4500%+) upside in pure assets if the full amount gets paid out to Gold Mining LTD. Gold Reserves ( $GRZ.V) - Basically, Gold Reserve filed a new $7 billion claim (Gold Reserve v. Venezuela II) for the expropriation of their stake in the Siembra Minera project (Brisas/Cristinas mines). They already won a $1.1B arbitral award, which is 5x their share price (floor). But, the full claim is unlikely as in a US-led reconstruction, Venezuela won't have the cash to pay $8.1B. Instead, Gold Reserve would swap these massive debts for control of Siembra Minera rights back, one of the largest undeveloped gold/copper deposits on earth. Which presents extremely considerable upside (but this is higher risk). Rusoro Mining ( $RMLFF ) – The "Citgo Auction" Current Market Cap: ~$582M USD Claim Value: ~$1.87 Billion (including interest) Unlike many others, Rusoro has attached its claim to the ongoing Delaware Court auction of PDV Holding. If the CITGO auction clears at a reasonable price, Rusoro gets paid in US Dollars, likely in 2025. This would result in a cash injection of ~$1.8B into a company trading at ~$580M. This implies a ~200% to 300% return from current levels TLDR: $RMLFF (Rusoro) - ~3x return driven by the CITGO Auction in the USA (High probability, lower multiple). TLDR: $GRZ (Gold Reserve) - potential ~45x return driven by Regime Change/Nation Building and swapping debt for mining rights (Lower probability, massive multiple). What else? ConocoPhillips ( $COP, $119B MC) - Owed $10B+. They are the "whale" of creditors. This is extremely considerable amount of assets, but less impactful compared to $GRZ.V. Chevron $CVX - Never fully left. They have been operating under a special OFAC license (General License 41). ExxonMobil $XOM - Claims ~$1.6B Tidewater ( $TDW ): Claims ~$80M O-I Glass ( $OI ): Claims ~$700M, 35% cash injection relative to market cap. This is a sleeper hit. If they get their $700M from the Citgo sale, it dramatically improves their balance sheet.

@mrmikeinvestingJan 3, 2026 · 11:44 PM

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 PLC 6. $OXY ~ Occidental Petroleum 7. $COP ~ ConocoPhillips Major opportunities just opened up… https://t.co/lWRt5Oh5uM

@yasutaketinJan 3, 2026 · 10:12 PM

ベネズエラの原油産業を米国企業が立て直すシナリオでの恩恵銘柄（ChatGPT）主要恩恵銘柄（米国上場） 1) Chevron Corporation (ティッカー: $CVX ) 理由・現状でベネズエラに実際に操業実績を持つ唯一の米国大手石油会社。長年PDVSAとのJVを維持してきた。・制裁緩和・政権移行が進めば、資産再稼働・設備再投資、増産で利益率向上余地。・ベネズエラ事業は会社全体では小さいが、重質原油供給の確保と長期契約優位性は大きい。重要事項・既存ライセンスは制限付きであり（利益の政府送金禁止等）、今後の法制度次第。・立て直しが実行されるまでの時間軸は「かなり長期（複数年～10年以上）」。投資観点・大統領選・制裁解除・PDVSA再構築の進展によって評価が変わる。・エネルギー株としての長期成長ドライバーに位置づけ。 2) Exxon Mobil ( $XOM ) 理由・米国最大級の統合エネルギー企業。・かつてベネズエラから撤退しているが、債権回収・再参入余地があるとアナリスト指摘あり。立て直し機会・大規模重質油インフラへの投資参入。・世界のE&P資産が強いので、資金力でレガシー設備の復旧に貢献可能。リスク・制裁解除が明確に進まない限り、参入交渉は難航。 3) ConocoPhillips ( $COP ) 理由・過去ベネズエラ資産国有化で撤退し、約100億ドルの債権を有するとされる。・政権交代＋新契約が成立すれば、債権回収＋新規合弁で収益化期待。評価ポイント・既存資産からの奪還利益を狙える形。・正式参入には米政府・現地政策の透明性が不可欠。二次的恩恵（サービス／インフラ）ベネズエラ石油業界がボロボロの設備・輸送インフラを復旧させる必要があるため、以下の企業が関連受注で恩恵を受ける可能性があります。 4) Schlumberger ( $SLB ) 役割：掘削・油田サービス・設備更新・井戸掘削再開で必須。・国際石油サービス最大手として受注期待。投資観点・ベネズエラ以外のE&P再開局面でも強い。 5) Halliburton ( $HAL ) ・役割：油田サービス・技術支援重質油処理や再稼働プロジェクトでのサービス需要。 6) TechnipFMC ( $FTI ) 役割：プロジェクト管理・設備構築・古いインフラの保守・近代化プロジェクトで契約機会。

@mrmikeinvestingJan 3, 2026 · 5:36 PM

This morning the US has invaded Venezuela. Everyone is led to now asking the same question. How can you actually make money from it? 1. Oil and heavy sour crude ~ $VLO, $MPC, $XOM Venezuela is fundamentally in oil, but specifically more in heavy sour crude. Light sweet crude isn’t a substitute for Venezuela barrels, so when this supply is disrupted, diesel cracks, and heavy light spreads widen. This benefits complex refiners with flexible sourcing, and trading arms. 2. Naval Assets and defense ~ $LMT, $AVAV, $HII Enforcement, and security requires naval platforms, precision strikes, and unmanned systems. Sustained presence drives demand for ships, drones, and control across prime contractors. - $LMT ~ Integrated strike systems and ISR backbone. - $BA ~ F/A-18’s, bomber platforms & more. - $AVAV - Tactical drones - $HII - Shipbuilding and naval assets. 3. Oil control drives needs for data control and decision making ~ $PLTR Securing or restricting Venezuelan oil flows from ports, sanctions, & infrastructure is ultimately a data problem. PLTR is focused on the decision layer, and fuses maritime tracking, ISR logistics, and intelligence into one large plan. 4. Controlling the seas and the data ~ $LDOS, $LHX, $RTX Caribbean operations focus on maritime surveillance, ISR, & enforcement. These 3 picks below are directly involved with doing such tasks. - $LDOS ~ Maritime ISR, autonomous patrol, command and control. - $LHX ~ Sensors and secure communications linking ships, drones, & aircraft. - $RTX ~ ISR sensors, naval strike systems, Tomahawk missiles. 5. Drone surveillance and communication ~ $ONDS With ONDS providing tactical drones, secure data links for port monitoring, and infrastructure monitoring it is a perfect fit.

@acipartnerhshipDec 30, 2025 · 7:38 PM

Curious minds want to know: Heading into the end of the year and with the "narrative" of an oil glut for all of 2026, why is ExxonMobil $XOM ending the year with an ATH?

@crux_capital_Dec 16, 2025 · 1:16 AM

🚨Layer 2B drops tomorrow at 7:30am EST. $ASPI $XOM $GLW $ALMU $LEU $CRS Layer 2B focuses on the physical materials underneath AI hardware and why they matter more as systems scale. This is where AI starts interacting with heat, mechanical stress, data movement, and sustained power delivery. As clusters get larger and run longer, small material choices begin to affect reliability, timelines, and capital efficiency. I break down how that shows up across isotopic silicon, immersion cooling fluids, glass substrates, optical integration, nuclear fuel, and high-temperature alloys, using real companies doing the work. If you care about how AI actually gets built and deployed, this layer matters. Sorry this took a few weeks. I wanted to do it justice. Full report available for free. Please subscribe! (Link in bio)

@marhelmdataOct 17, 2025 · 6:36 PM

Two Indian refiners bought 4M bbls of Guyanese crude from ExxonMobil, marking rare imports from the South American producer. IOC took 2M bbls of Golden Arrowhead, HPCL 2M bbls of Liza & Unity Gold. delivery in Dec 2025–Jan 2026. Guyana's output is now 770k bpd. $XOM