FANG

suckfail

Can I ask what companies you've worked for that requires it? I worked for 2 of the FANG companies and they didn't have it (at least in my part of the org). I've actually never seen it be necessary.

RosieDear

Compare is, for example, over 5 years with the S&P or - better yet, with FANG companies? It pretty much is a zero return "investment". If that is what a person desires, so be it. But when less risky stocks are up 200 to 2000% in the same time frame, one has to wonder.

vinylzoid

I got downvoted in a previous post and had a lot of stupid commenters arguing with me that VOO is NOT heavily leveraged in AI and FANG. You all need to look deeper at what you're leveraged in. IMO, VTV is more diversified than the S&P ETFs like VOO. I've deliberately pulled almost entirely out of all my AI and tech investments.

BeVeracious

I ran CVX vs FANG vs COP, FANG did come out on top at 74 points, but with COP still doing a bit better than CVX at 52 points. [https://drive.google.com/file/d/1hY0-srijsv7OJZIsb65\_itxgRahYgmif/view?usp=sharing](https://drive.google.com/file/d/1hY0-srijsv7OJZIsb65_itxgRahYgmif/view?usp=sharing)

Over-Young8392

FANG was considered a bubble in 2010

RandomRocketScience

As someone who has played oil futures (and lost), IMO dont go with direct oil exposure like USO, BNO or futures. Go with oil companies, they are the way safer play if you think oil prices will be higher for longer. You won't need that spike to 150 to make you profitable, and if you are wrong you can collect some juicy dividends, at least. CVX and FANG are the two I keep on wheeling, XOM and COP seemed to underperform, so I've gotten rid of those.

TorpCat

No they will stop being a top performing FANG. Its just not focusing on making money.

Itchy_Pudding_9940

trickle buying AMD and DELL.. IBM.. heavily beaten down tech. long on GOOG and BAC. FANG and VLO on dips. buying QQQ in blocks.. it's 9 or 10% from all time high and historically always goes back to ATH so a pretty safe bet

stumblios

If we look back 25 years at the biggest companies there are a few notable names that have collapsed, but you'll also see that most all of them are still recognizable names today. Seems reasonable to me that most of the MAG7 exist in 25 more years. You have to go back 50-75 years for a higher percent of the biggest names to have closed their doors. Perhaps one or two of the MAG7 perform a corporate blunder and cease to exist by 2050. More likely that a few of them make a series of minor mistakes and are simply less influential by 2050. I would not be surprised to find Google or Amazon as the #1 company by market cap in 2050. I also wouldn't be surprised if it's a company I've never heard of. You don't have to go back too far for a time where only PC gamers had heard of NVDA and the transition to MAG7 from FAANG/FANG was fairly recent. Does SpaceX replace Tesla in the MAG7, or does it become the MAG8? Assuming AI is a bubble that pops, the names that survive will depend heavily on exactly how leveraged a company is when the pop occurs. I agree with the thought that the biggest tech companies of today are very diversified and will try to buy competition before it's a threat, but that doesn't always mean they are successful. My bet is we just see a continuation of the evolution of the MAG7 and in 25 more years it'll have transition 2 or 3 times, sharing a few familiar names from today while adding a few up and comers from the future.

Life-is-beautiful-

\`Mag 7\` as a classification is ephemeral. We had many such things like FANG, FAANG depending on what was hot back then. 10 years back, NVIDIA and Tesla (well, Tesla even today) were not even candidates. So, in 2050, it could be something else. These companies could still "exist", but in what shape/form? No one knows. They could still be monopolies, or they could be broken down because of regulations or black swan events could destroy some. Tell someone in early 2000s that Nokia will be irrelevant. Change is the only constant.

BNEIte

I think what we are seeing at the moment is an unravelling of the Ai bubble In a nutshell china is selling the tech for cents in the dollar relative to what the American tech sector thought it would return, undermining the billions and billions spent on developing the tech In the end, and after much market turmoil, I expect the CSI300 tech index to win out, and the FANG guys to mop up what remains of OpenAi et al

BenDarDunDat

They are the new AT&T. Most Americans own an iPhone and almost all teens own one. Half their profit is from services which will come in even if the US or there is a global recession. No other FANG is quite so insulated from recession and global uncertainty.

vandalizethethief

By energy I mean oil companies and Brent crude not sustainable. Just wait for the earnings and guidance. Refiners: VLO MPC COP majors: CVX XOM FANG Others: FANG OXY I’d avoid generator creating companies like CAT who have seen a huge bump from generator sales/pre-sales

Main_Honey_7832

riddle me this, batman! So the market goes up for the past 3 years forever on FANG stocks and you are surprised that it is now going down?

Rouge_Assince9056

Agreed. And thanks for the tip about buying oil btw. FANG crushed it today

slimdeucer

Netflix is a dead stock. Most share purchases are by ETF providers to fulfil FANG indexes

TheDueDiligent

the margin comparison doesn't hold up. XOM's 30% gross margin is low because it's integrated, refining and chemicals are low margin by design, that's not XOM being worse than FANG, it's a different business. stacking a pure permian E&P against an integrated major on gross margin is apples to oranges. & like others said, FANG is basically levered beta to crude. a 3 to 6 month outperform call here is just an oil price bet wearing a valuation costume, and right now oil is telling you oversupply, not shock.

DinoGuy101010

FANG, STZ, ALM (yes I'm a moron...)

audi27tt

OPEC is falling apart and looks like we’re going back to oversupply. The oil price is tanking as a result. FANG is best in class but ultimately is going to trade with oil

Odd-Flower2744

Survivorship bias mostly. As others pointed out the S&P500 has outperformed the MAG7 recently but over longer periods the Mag 7 became the Mag 7 by outperforming. Before the MAG7 there was FANG. Eventually it won’t the Mag 7 but something else.

FailWhale5

I’d like to see them even try to use it. Can you even get access to it without being from a FANG company? I work a cyber role and would love to try it out, Opus 4.8 has been doing great internally

tr4l001

This or Open AI/Anthropic. Wendy's stores could pivot to being data centres then FANG will throw billions at them.

WordsHappenedHere

You’ve heard of FANG. Mag 7. I give you the Retarded 9. Massive gains YTD. It’s time to rotate away from the Retarded 9 and forge new roads. SNDK - +857.77% MU - +333.67% WDC - +328.17% STX - +298.53% INTC - +279.59% MRVL - +259.11% DELL - +234.36% FLEX - +159.31% AMD - +156.64%

WordsHappenedHere

You’ve heard of FANG. Mag 7. I give you the Retarded 9. Massive gains YTD. It’s time to rotate away from the Retarded 9 and forge new roads. SNDK - +857.77% MU - +333.67% WDC - +328.17% STX - +298.53% INTC - +279.59% MRVL - +259.11% DELL - +234.36% FLEX - +159.31% AMD - +156.64%

WordsHappenedHere

You’ve heard of FANG. Mag 7. I give you the Retarded 9. Massive gains YTD and superior regarded level strength. SNDK - +857.77% MU - +333.67% WDC - +328.17% STX - +298.53% INTC - +279.59% MRVL - +259.11% DELL - +234.36% FLEX - +159.31% AMD - +156.64%

steem99

This war is not ending any time soon, nor is the strait of hormuz opening. Oil might have a couple more drops thanks to the usual empty headlines and fakeouts, but soon enough it will start to creep up as more and more people come to realise the strait is going to be closed for much, much longer than is currently priced in. Buy oil, or buy PR/OXY/FANG/DVN. Oil will be $120 before the end of the month.

Last-Program1210

$FANG 🔥Wall Street Journal.and and Stock Experts are predicting A Rise in all these Stocks by today IN AH and this week, Markers will Gain $$ selling and scared hands are gone now, Buy BUY BUY AS MUCH AS U POSSIBLY CAN GET!!! Gunna go up !!=$$$ big money 💰 headed here !!

Beneficial_Reach3954

Why don’t people just invest in oil producers? I bought some Diamondback (FANG) shortly after this kicked off, already up almost 10%

RebelChild1999

What makes you think its a crazy idea? Im just curious. I have a degree in computer science from a top university with experience at major tech companies including a few FANG or whatever the acronym is today. At first, I thought it was stuff of fairy tales. Since then I've done more research and I gotta say I am convinced of the following. 1. It is technically possible from a physics and computer science perspective. 2. It is practically possible from an engineering perspective. 3. There is value in the idea, meaning it is economically possible under certain conditions I think the only question to ask ourselves is what are those conditions.

Hart_CO

Rental properties, FANG at $15.44

drunkosaurous

I went EOG and EQT and chill. I was back and forth on EOG v FANG and decided I probably would be ok with either so went with EOG for lower debt.

imahohohoho

FANG calls while it’s down today. You’ll print money when oil hits the shock in a few weeks.

SteamPunkPascal

Matador is a good choice. I prefer to just do FANG, EOG, and DVN. Your choice of Mosaic is questionable for the fertilizer play. Mosaic needs phosphates to create its fertilizer which is hurt heavily by the Strait of Hormuz being closed. You should take advantage of CF who creates fertilizer using North American natural gas so it’s insulated from the conflict in the Middle East. Another option is NTR who has large potash reserves in North America. You have to be more careful with inputs vs outputs and upstream vs downstream when you look at commodities. Also why do margin. Just do calls with long expiration dates. Don’t get liquidated by a tweet.

imahohohoho

lol all the losses from the house vote on oil is almost recovered. Buy FANG to recoup those shit loses boys. Only worth 56 billion compared to your 🌈 trillion dollar stocks. Texas Oil for days.

sufficiently7777

FANG about to be UP in that ass

imahohohoho

FANG at 214. My 220c will print!!!! Oil keep pumping and hold!

imahohohoho

FANG 🤑

imahohohoho

Woooo FANG to 211.75, 220c printing tomorrow!!!!

imahohohoho

FANG oil is gonna print this week. Get those 220c

imahohohoho

FANG 220c are gonna print

imahohohoho

FANG is printing me free cash

imahohohoho

Took my 50% profits on COP and rolled them into weekly FANG. Texas Oil is gonna make me money.

steem99

can anyone with a working brain explain how and why companies like OXY, DVN, FANG aren't gaining serious momentum based on the news/likelihood that the strait seems destined to remain closed for much longer than previously anticipated? Due to faltering negotiations? I guess I'll just have to be patient for once, fak this

imahohohoho

$PR $ COP $FANG $REI leaps for free money this summer. Texas Oil!

deeptones

I think my thesis was closer to "energy plays that play off the two biggest macro tailwinds that I'm aware of: Oil shock and AI energy demand". I fed it a variety of tickers and specified that if there were better alternatives, to suggest them. BKR was a novel one it found. I get your critique though, and yeah the thesis is split without being dichotomous. Do you prefer FANG to DVN? They both produce oil, natural gas, and LNG to my knowledge? DVN just seems a bit cheaper to me than FANG in terms of forward P/E and such. Or do you posit that its better to drop both and stick to a more focused thesis?

newday6838

Don't do it. I lost so much money betting the strait would stay closed (and it did). Positions were FANG, DVN, COP, LNG, GLNG. Though the strait stayed closed, demand changed too is what I was told but in any case, there's factors here more than the war and the strait being closed. I don't want back in.

Normal-Phase-1252

FANG just ATM‘s for hyperscalers

Normal-Phase-1252

FANG dicing while everything else is pumping to oblivion i‘ve seen this before

imahohohoho

Just went full port into Permian Oil stocks. Israel and USA are gonna make Texas the provider of 50% of crude oil instead of 20%. Calls and leaps, PR, COP, and FANG. Also, new pipeline for natural gas will make drilling in that region cheaper Q3.

terrybmw335

Heavy on FANG myself as well as ET and EPD. The big risk to the thesis is potential demand destruction due to limited supply and/or high prices.

walkietokie

Interesting article, I own some FANG, PR, VIST, WMB, LIN - I guess these are too big for your rule? Interesting we both have similar thesis but I guess I'm opting for the more quality play, will probably be holding for a longer term. What are your thoughts on my picks?

Athomas16

Hey! Do you read the Goehring & Rozencwajg commentary? I think they do a thorough job and they align with your thesis. Off the top of my head, I own FANG, RRC, VAL, SDRL, and a couple more that I can’t think of right now.

Normal-Phase-1252

market turning legacy us tech giants into memes lmao should have just bought ever company that had its ceo in the white house (ex FANG) long DELL, IBM, HPE, NOW

Honest_Persimmon_859

I swear I remember something similar happening with FANG (diamondback energy) at one point when Cramer kept talking about the FAANG stocks, but I can't find any articles about it and now I'm starting to question my own memory.

SlanderousSalamander

Got a $FANG call on just in case.

Trumps_Moist_Toenail

everyone is selling every other stock to buy chips , your making my FANG calls fall fuckers

No_Zookeepergame_27

All FANG are down while chips keep running.

Sleepergiant2586

##Probably not a good time to short AMD, Market didn't seem to like NVDA story, They were questioned on CPUs, nVidia threw some $200B number and next day in some interview they got cornered and accepted it was cumulative of China (where China just refused to buy any chips), Also China trip turned out ro be waste. I can see why nVidia went down and Intel/AMD went up. I mean cmon if I were a hyperscaler 'Would I buy CPUs (Vera/Rubin) or from established brands (Intel/AMD)'.. Not saying nVidia wont dominted CPUs one day but not in their 1st year or 1st model itself. Also nVidia venturing into CPU itselfs saying they are accepting the wind is shifting from GPU to CPU. # The only way nVidia can rise now is they got to announce big mullti billion CPU deals with hyper scalers (like how they did with GPUs for all FANG ones). Otherwise Market wonr trust nVidia.

Tricky_Let2806

Dude you gotta be like 17 years old, original FANG was definitely Netflix

SadComparison9352

lol FANG is much bigger but has higher growth

corundum9

MTDR doesn't have a great acreage position and they are leaning in too hard on gimmick drilling practices. PR is the better Delaware Basin play, FANG if you want some Midland Basin exposure.

Who_Took_My_Big_Toe

FANG $230 July

WailingWarbler

I think FANG might make quite a come back if oil rises again

Difficult_Guard3098

either OP is like a mid level SWE or early SWE (i think AMD doesn't pay that much as FANG, but could be wrong not super up to date) and is talking about a 400K initial grant which would vest over 4 years. or OP is talking about a single refresher grant which would mean OP is like a senior eng/director

Provolone-Jones

6 contracts of MCLM26 at 99.92. Long OBE, CVE, FANG, and SU. Huge fan of OBE and CVE.

Provolone-Jones

WTI. I’m long in CVE, SU, OBE, and FANG though.

DeepFriedAnoos

got some FANG and OXY. still making great returns from WTI the ticker. Am convinced retail will confuse it with West Texas Intermediate. Its up over 10% today.

ToastSpangler

FANG, diamond back energy. Permian basin oil and gas 💪💪 If you follow army corps and MARAD infrastructure funding, as well as gulf of Texas port master plans, you're going to see so much money is being poured into 2-3xing US oil and LNG export capacity Absolutely a no brainer for me, been dcaing a while, and the SHIPS act will likely pour even more money into the region for supporting naval infrastructure

afoogli

Virtually no company in the long term is planning to rely 100% on AI, even the most extreme will still have a 25% worker headcount. You are forgetting that most senior employees would gladly get a 2-3x raise and take on a bit more work which AI can do. Look at student and intern jobs, they are drying up for the new graduates, CS isn’t even a good field to go into now. It’s one of the highest unemployed fields, and looking at cuts at FANG it’s gonna skyrocket. Bottom line is top white collar jobs will only be for select people with valuable talent, and skill. Expect to get either minimum universal basic income or do a blue collar gig if your average or below average

barbellious

Any companies that have a majority of their gas in North America to start. A few Canadian oil sands, American Shale, and any Texas oil companies. DVN, CNQ, EOG, FANG, and SU.

Anonymous_Wabbit

From the 200% I put 100% in MSFT which is already +15% up The other 100% in ETF. Honestly I don't regret it. I can sleep better. Wasn't planning to be rich overnight. Could've gone all back in when the stock dipped, but then I would've been worried sick 24/7. Kinda expected this. I usually sell stocks that are not FANG (or a few of my favs) when they double/triple.

_hiddenscout

Just depends on the company and the size. Again, you build it, you have to maintain it, meaning you will need to probably higher more developers, which will cost more in terms of things like insurance, PTO, benefits, etc. Also, your custom tool will need more features in time. Not trying to be a jerk or anything, but do you work in the software field? I've been doing this for over a decade and I feel like I do understand this field very well. I've work at things from starts up to FANG's.

CinnabonNPurpBlunt

SAP is an obvious BUY down here. Europe isn't going to hand out their big government contracts to FANG or IBM.

random_agency

Google Blue Chip and FANG. Then pick the ones you are willing to follow.

rair21

I remember when Diamondback Energy, ticker FANG, was rising with tech bc the 5 megacaps were referred to as FAANG at the time. As dumb as this play is, there is some precedent here.

AnnaSmiled2

Someone actually taking about the market!! So what is the play? I was thinking grabbing FANG at opening.

AnnaSmiled2

FANG buy on Monday

smokeajoint

FANG is good one ;)

double-beans

In this environment, energy producers and infrastructure are a good safe hedge. There are companies that operate the energy infrastructure like a toll-booth. Whatever the price of energy is, they get a cut. So their stock price rises on bad news surrounding the strait of Hormuz. Energy producers like COP, CVX, VLO, FANG, CRAK Energy infrastructure tollbooth like KMI, AEP, WMB, EPD This strategy should help counter any losses you’ll get in the tech sector for the next coming months.

IvoryTowerResident

XLE goes up whenever geopolitical tension rises. So it is a good hedge to everything else. Could use QQQ instead of FANG if you want more diversification

OzTheMeh

Something like FANG could be good if you skip the XLE index fund. I'm scared of semiconductors because it is so heavily reliant on Taiwan reporting earnings. I don't trust Taiwan to remain independent.

AnnaSmiled2

I am in VTI and SCHD. And XLE, USO and FANG. The last three are energy focused

Ok-Adeptness-5834

Wasn’t the engineering a mess even under Bezos? Crazy turnover compared to other FANG

SunnySpot69

I have one share of FANG. I'm ready!

MarzNstarZ

look into XOP if you want pure oil beta without paying XOM prices, it moves way harder on crude swings. FANG is another one worth watching, smaller than the majors but cleaner leverage to the move

FourteenthCylon

Exxon would actually be far from my top choice if I was betting on war in Iran. A lot of their Middle East production has been shut down just like everyone else's. It would be much better to invest in an oil company with less exposure to the Middle East. PBR, FANG, DVN and EOG all come to mind. I haven't checked, but I'll bet they're all outperforming Exxon since traffic through Hormuz shut down.

thatsmymayo

FANG

thatsmymayo

I am trying to resist leaps on FANG but my spirit is weak

RelationshipShort460

my play is: PR, EQT, DVN, and FANG. EQT is purely natural gas, the others are just oil oil oil e.g. upstream extreme exposure to the long term price of oil. Mid sized means risk reward.

IAMAHORSESIZEDUCK

Nice YTD slow and steady uphill run on EPD. I hold FANG, UUUU and EQT but I'll keep an eye on this one. Thanks.

thatsmymayo

Haven't touched options in a while but calls on FANG are trying to seduce me

Smashego

The market keeps shrugging off every stupid decision FANG, Ai, Trump, and world conflicts throw at it for the past 2 years and you bet against the market? While we’re keeping interest rates fixed? You truly are regarded.

AlarmedGibbon

You're right, I should have done tldr. Basically yes, the U.S. and Canadian oil producers. I mentioned four in my post, EOG, SM, FANG, DVN, but the really big players will be worthwhile too, XOM, COP. We saw this in the 1970s. Even as the rest of the market goes to hell, these guys will be raining money.

Lucky_Tea7510

FANG is a good oil stock because it didn’t go down today.

Correct_Mastodon1112

Calls: EQNR, FANG, XLE Puts: EEM, VXUS, HYG Stop stop stop buying msft calls and the like for the love of god.

Sea_Cry_3968

I had RIO also on the list. Along with FANG, NTR, FRO, DHT. I could probably risk it and still try but I'm more mad I pinpointed a few good ones and held back when I should have trusted my gut

cruzer86

Does the Dubai airport have any effect on FANG revenue? If not, calls.

ASXBae

If they got hired by FANG in the first place, another job won’t be hard to find. And many of them might not even have a mortgage coz they got paid well.

Lucky_Tea7510

Dropping everything except CRAK, FANG and PR.

2PacAn

I bought a bunch of FANG around when oil went negative because they were the lowest cost US producer. It’s 9x since then. US producers were free money during Covid especially if you bought the ones that had the ability to withstand the lockdowns and oil crash