Reddit Posts
Most Important Stock Market Earnings from Today - (10/24/2023)
2023-04-12 Wrinkle Brain Plays - In the style of Gordon Ramsay
Digital Age for Big Oil using Big Tech $HAL & $MSFT ; $AMZN & $BP, $SHEL
SMAR, S rises on earnings; CP higher on Kansas buyout approval; CS, FRC, RIG, HAL slide
2022-11-18 Wrinkle-brain Plays (Mathematically derived options plays)
2022-10-27 Better Tasting Crayons (Mathematically derived options plays)
Anyone under 40 has never invested in a Bear Market & It shows - Long $GLD and $XLE
58.4K to 129.6k over the past year on oil - mix of shares and leaps
This time is really different - The Market is way oversold
Out of NVDA, GOOGL, and MSFT, which one do you think will have the best future in the next five years?
Gains for the month (threading GM, SONY, APPLE, and HAL)
Shoutout to my fellow smooth brained ape
Degree of automation in apps for retail traders
$PBF - time to buy refinery - key facts
CL=F is still rising, but Oil itself is not the play. Do this instead.....
Dow Rallies on Bullish Bets in Energy, Materials
Mentions
Oil services will probably be making bank when everyone wants everything fixed HAL SLB BKR.
IPI and NTR fertilizer is going to moon. The gulf states are going to spend stupid amounts of money getting oil production back on line later HAL SLB BKR If the desalination plants really get wrecked FLS ERII
The historical breakdown: Integrated majors (XOM, CVX, COP) tend to outperform most in sustained + regimes because they benefit across the full value chain and can hedge downstream margin compression. Services names like SLB and HAL typically see backlog acceleration if operators believe prices hold. The less obvious plays: midstream infrastructure like EPD and ET don't move as much on spot price but benefit from volume throughput increases when production ramps. Refiners face a mixed picture since crack spreads can compress even as crude rises if demand gets destroyed faster than supply adjusts. What usually gets forgotten: insurance and shipping rates. War-risk premiums on tankers routed around Hormuz add 3 to 5% to landed cost for Asian buyers. That's a structural Brent-Dubai spread widening that stays even after prices settle.
Bought calls early too.. only they were on HAL and OXY. Made NOTHING on those garbage bins. Should have found out about this
Yes but shouldn't the "baked in" ness wear off at some point? I'm hoping HAL goes bananas next week but VG is keeping me afloat right now. They are the only exporters of LNG right now
I agree with everything you're saying but like why are oil services down? I had some HAL calls I bought a couple weeks ago and I loaded up on SLB and FRO calls Monday but like why are they staying flat/going down? Shouldn't services correlate with crude price? My calls feel fukd but I'm regarded so I bought a ton more thinking I'm smarter than everyone else (which happens a lot but I never prove fruitful).
You also. If it makes you feel any better after the spike in oil today my HAL and FRO calls are still flat lmao
Consider looking at companies that are at cyclical or secular lows, pay a dividend (preferably large % of free cash-flow), and look at buying the underlying security + writing current month OTM calls + buying 3-5 year timeline out of the money calls/leaps. So you're earning interest, earning income as a function of the current month call with high volatility, and buying convexity in the leaps when the name comes out of a secular/cyclical turn. As a reference, SLB and HAL fit this criteria about 3-4 years ago. Now, DEO and BF-B fit this criteria. It's also important to note that as you get to about 10 days to expiration on the front month calls, you'll roll them forward to the next month. By the 4th or 5th month, you should have fully paid for the 3-5 year out leap.
Until my HAL calls print I really don't care lol
HAL and SLB are built for this apocalypse but have been red all week. Turn the beat around, guys.
Buy the rumor sell the news. HAL, BKR, SLB. Did you see how far they were above their 10EMA on the weekly? But guess who’s going to be rebuilding infrastructure in Venezuela and Iran and any other ME country that got damage for the next 10 years? Wait for them to come back in.
HAL down 3 percent in the last 30 days and an oil war just broke out 4 days ago, yeah okay
Yeah my thoughts exactly. I guess up 30 percent YTD, then a war in the middle east erupts and it goes DOWN? I have HAL calls I bought last month and Sunday night I thought I was gonna wake up rich. They went up %200 Monday, and did I sell? No way. Why would I, war just started right? My 3/20 exp are worth .10 cents now. Oh well I've got some 4/17 VG calls that should pan out, cause you know they're the only exporter to EU now. But I'm sure that'll go fuk too
So my HAL and FRO calls aren't cooked?!
$KMI - $75B - Pipelines are cash cows w/ a huge moat. There ain't a politician alive that wants to be re-elected that's gonna approve the construction of new natty gas or oil pipelines. $HAL - $28B - This is the growth tech stock for oil equip & svce. Plus Trump is gonna steal that Venezuela oil & all that infrastructure needs rebuilt. $AGCO - $9B - Mini-Me Deere & Co
That might be more correct. Crude Oil bugs are upset that the huge spike higher might be done. Look I own a shit ton of shares of $HAL. I think crude oil is going higher long term. But huge assets like crude oil and gold rarely go up in a straight line. Look how long it took crude oil to move from zero to $50 after Covid. If your an oil bug look at the charts and find a level to start BTD.
HAL and SLB need to get going.
Don't worry my HAL calls are calm lol
Yeah my HAL calls are flat after this shit??
I was banking on my HAL calls that stayed flat all day...
TREE fucking me up this morning lol 2 more hours until I see what happens to my VG and HAL calls
Idk about puts but adding to my HAL call leap position probably isnt a bad idea.
I've got HAL and VG calls but something tells me I'm cooked
It's Sunday. Set up some reasonable Stop Losses, so you don't lose all your portfolio. There is actually a formula using something called ATR, but, in reality, you can just use a calculator and pick 5% 7%, 10% or 12%, whatever sacrifice you can tolerate. Be aware that Stop Losses can trigger on the open, and at a lower price than the one you pick. Still, no one knows what Monday will bring. I am long USO and HAL myself. But, I have a diversified account. It is possible most oil stocks will go up, ironically, as we will all have to pay more. Who knows.
I bought USO last week, so I am smiling. But, I also took both cars and all of our gas canisters to the gas station and filled up yesterday. THIS WAR, the war that no one wanted except Israel and some Iranians, will now drive up the price of everything for months. Which will increase freight costs, drive up inflation, cause more job losses. Meanwhile, the oil companies, and companies like HAL, LMT, RTX, BAH, GD, HII and others will go up. Full disclosure: I am long USO and HAL, and plan to get some RTX and BAH. Just to even the score for me.
I’ve been considering HAL and I may pull the trigger this week. Perhaps I should look at Monday.
I was in HAL and SLB and there's a range on both. The gap up will come before you can get in.
YTD % aka since January 1 LMT 32% NOC 23% RTX 8% (SAD!) ExxonMobil is 12% BKR is 38% HAL is 21% All baked in
Good thing I sold off half of my HAL stocks last month I’m sure they won’t be going up
Nah if its a full overthrow then enter HAL.
Honestly wtf are we doing? The president is tweeting about which unqualified LLM is going to have the honor of hallucinating us into WW3? Why are we still collectively pretending that these “AI” companies have any value in advisory roles? This isn’t HAL. These companies have for the most part succeeded in making meme generators; but were acting like they made a machine god. It’s like we’ve fucked the world so much, we’re now just desperate to hand over control to someone/something else to fix things.
The main take away I got was that data centers / infrastructure is the main driver of consumption and not the consumer. This is a shift from consumers leading consumption. They really didn't recommend any names, just buy my fund. I am not against the data center trade. I own $DE, $CAT, $XLU, $IGB, and $HAL all indirectly due to the data center build out. I am just not buying the fricking chip names like $NVDA or the big spenders like $MSFT and $AMZN. I am buying the stocks selling the equipment & energy not the buyers that are spending.
You are better off buying the actual shares on margin than calls I'm afraid. Even when the trade goes against you, you still own the shares. True you may own those shares on credit. I've messed up so many picks & trades that I've started to cast a wider net. I bought $EWY & $EWJ instead of just $EWJ and went half each. Good thing too as my 1st choice has underperformed the 2nd. $MOS was my 6th biggest position and it dropped 6% after earnings yesterday. Good thing I went 50/50 b/w $MOS and $HAL last December. I'm a huge Gold bug but I sold 10% of my $PHYS (Gold) shares Monday b/c Gold had reached 30% of the value of my port. Today I bought half $CAT and $DE instead of just buying $DE b/c I could be wrong. It's easier to brag on Reddit when I have 20 positions over 5. There is a good chance one of my positions is outperforming the $SPY for the day : )
I'm sleeping pretty soundly with $TLT, GOLD, $EWY, and $EWJ as my largest holdings and a bunch of boring commodity & industrial stocks like $HAL, $MOS, $OXY, $AGCO, $DE, and $CAT to round out my port. It's my belief that the market is replacing the US 10 yr with Gold as the world's reserve currency. This explains gold 2x over the last 2 years and it's continuous bull run higher. The market is also repricing physical cap ex heavy asset stocks higher and repricing low cap ex data/bytes stocks lower. Foreign countries & investors are selling their US Big tech stocks & USD to stimulate their domestic economies whose companies are usually more industrial, manufacturing, and financial Vs US high reliance on Silicon Valley. This explains foreign stocks outperforming the $SPY for over a year now. Investors are also paying a premium for stocks in industries that seem more free from disruption from AI. $CAT and $DE for example aren't likely to be disrupted by AI until AI can plant & harvest crops or build a data center. We had a similar cycle b/w 2002-2012 after the internet infrastructure boom & bust.
I like HAL and SLB. Not flashy but this is a stretch of history in which they are performing well and should continue. I also like FMCC FNMA at the current price point. There is some risk though because the White House is unpredictable.
First I’ve heard the term, but I’ve been hearing this strategy lately, a few months back I picked oil infra- HAL and SLB - for this reason and they’re doing well.
HAL is going to pump so hard when 🥭 shoots up Iran and oil spikes
In an event of an attack fundamentals will matter a bit less, lol. CHRD is a clean play though, zero middl east exposure. In general in oil sector refiners will probably have a mixed reaction, depedening on crude access. Tankers will enjoy a rates spike because of disruption in Strait of Hormuz disruption . Defense stocks go up, may be RTX, LDOS, PLTR . I have XOM, HAL, SLB, HON, MSFT, MCD all having subsidaries in middle east but not sure how much they would be impacted. But whatever it will be , will be negative. All the susbidaries I have for CHRD are 100% in US
It's very possible. Many of these commodity names run together. I am adding $BTU to my $AA, $MOS, $HAL commodity bucket. I don't need more metals so I am buying coal. I am building a very diversified port that is very tech light. I want cap ex heavy asset stocks. Atoms are more valuable than bytes in this market cycle.
My Stock Portfolio: NBIS MVST HAL BLK AVGO MU META RIOT MSTR
HAL and SLB were cheap today
You are better at this than I am. I mentioned earlier I bought $EWJ, $EWY, and $PHYS. This is with the cash from selling out of $SQQQ. That's the areas where I am thinking long term. I'm considering trimming $TLT since I still have a shit ton of shares from last April. I also added a small lot to $HAL. US big oil is going to steal that Venezuela oil. I think I should stick with trading ETF's. These market moves feel like there's either liquidity or margin calls issues and everything could drop at the drop of a hat. I'm worried that gold may not hold up as well as I would like.
I'm getting out of the way of these overpriced US stocks. I've been putting off buying $EWY and $EWJ waiting for a pullback that has never come. I just bought & will DCA in both starting today. Reddit can have fun with these overpriced American stocks. I'll bet on Mitsubishi and Samsung along with Gold. The world is watching the US AI bubble pop and pulling their Yen, Yuan, and Won back home. I guess I am now long Japan, South Korea, Gold, commodities $AA, $MOS, $HAL, and $OXY, and US treasuries. I will let reddit BTD in software and tech. Even US staples like $WMT and industrial stocks like $CAT are expensive.
My take (which judging by my wallet, is usually 100% wrong) is that more are slowly realising that the AI we’ve leveraged the economy against has more in common with the Wizard of Oz than HAL 9000. As for crypto, maybe just cause… it doesn’t do anything and is basically literally worthless and stupid?
Agreed. That's why I have been buying $MOS which is potash & phosphorus and trading at a discount to $NTR. Crude Oil is interesting. I am more interested in the $OIH stocks ($HAL) and the pipelines over the pure crude oil stocks. I do think we are seeing a repeat of the market being to forward looking on the electrification of America. I've long compared crude oil stocks to the tobacco stocks in the 1990's. Yeh, we are moving away from crude oil, but the market is pricing in the transition 30 years to early. Just like when I was a kid, everyone could tell cigarettes were on their way out beginning in the 90's. The problem was the market was discounting the next 30 years of revenues until that transition happened. And even now, those nasty nicotine pouches are still making Phillip Morris & British Tobacco profitable.
Nice day for $MOS up +4%. $HAL is up 3%. Those are the 2 stocks I've been buying and spamming reddit about along with BTD in Gold.
Halliburton. There is 303B barrels of Venezuelan crude oil now available to be drilled and $HAL sells the equipment & service that are necessary to drill for that crude oil.
Well think of how tech is the largest concentration of the indexes. So if that goes down likely tech or macro. Have to find the value investments. I had BTU, HAL, NOV, AQN, PAX before their runs. Also long the Yen bc I think the carry trade is screwed
I prefer to buy stocks that are going up, not the Mag 7 AI circlejerk stocks that are always upvoted here. I bought $HAL, $MOS, and $AA today. Hard Assets > Financial assets during this cycle.
I got some short puts and PMCC on $XOM, $CVX, $MMM, and $HAL. They’re a bit of boomer stocks but you need the capital and connections to play the energy and infrastructure game. Oh and $DOW too.
Nobody with money cares about ICE. We're buying ITA and HAL.
If the US is going to go full Iraq in South America HAL a great track record.
I am going to buy HAL in 10 minutes!
From the same report >Rigs drill oil wells, and an increased number of active drilling rigs indicates that U.S. producers are drilling more wells, which generally results in growing oil production. Our latest STEO shows the active rig count decreased year over year in 2024 through November in all L48 primary crude oil producing regions except the Bakken. The region with the most activity, the Permian Basin, declined from 310 rigs to 303 rigs between November 2023 and November 2024. The active rig count for these regions, which includes the Permian, Eagle Ford, and Bakken, declined 18% to 389 rigs since the recent January 2023 high. Data on 34 publicly traded exploration and production companies also suggest increasing well productivity is helping reduce companies’ production cost per barrel. Some companies are seeing efficiency from AI, but it's not LLM's, it's ML. I'm not saying AI is going to replace anything, but rather, AI can be a tool to increase efficiency. From HAL [https://www.halliburton.com/en/resources/the-rise-of-artificial-intelligence](https://www.halliburton.com/en/resources/the-rise-of-artificial-intelligence) >Results >The effective interaction between AI and the directional engineer marked a significant operational milestone for the operator. Human expertise, combined with predicitive analytics technology, formulated recommendations as part of a unified human-AI team. The LOGIX® automation and remote operations helped improve consistency during well construction, clearly demonstrated during the development of three wellpath trajectories. >The team achieved consistent performance improvement and drilling trajectory accuracy, which resulted in a remarkable 33% increase to the rate of penetration (ROP) when compared to traditional drilling methods without human-AI solutions. >The autonomous drilling platform demonstrated consistency between planned and actual DDIs indicated by significant smoothness in hole profiles, which minimized time and effort. Casing and liner run speed additionally improved by 15 to 45%, which reduced deviation from the planned path, enhanced steering efficiency, and minimized the tortuosity impact. There's been a loss of a lot of jobs in the industry [https://finance.yahoo.com/news/40-us-oil-jobs-lost-103032384.html](https://finance.yahoo.com/news/40-us-oil-jobs-lost-103032384.html) >New technologies to drill faster for cheaper, corporate mergers and robots replacing humans on rigs resulted in the disappearance of some 250,000 jobs since the sector's employment peaked in 2014. Production surged 50% during that time.
Software engineer, but AI has been great. I use it all the time at work and still in the camp of LLM's are pretty dumb, but real AI winners will just be companies that can actually take advantage of it. A great case example is oil and gas companies are using ML, machine learning which is still AI, to get more efficient in drilling to lead to cheaper break even prices. For example, something from $HAL [https://www.halliburton.com/en/energy-pulse/artificial-intelligence-drilling-accelerates-new-era-of-excellence](https://www.halliburton.com/en/energy-pulse/artificial-intelligence-drilling-accelerates-new-era-of-excellence)
Halliburton $HAL EPS $0.69 beat est $0.55 Revenue $5.657B beat est $5.142B Here's the most important news regarding $HAL from their conference call. Execs say they can scale up & move equipment very quickly into Venezuela and are working through the mechanics around licenses & payments. $HAL is up +4% this morning after earnings. I have been pounding the table on both $HAL and $MOS since I started buying both in Dec 2025 as we enter a stock rotation from Tech into commodities as people start to ask questions on how we are going to power & pay for this huge data center build out?
He mentioned oil and nuclear, calls on HAL and GEV
I’ve been trading ETFs and crypto for a little over ten years now recently just started playing craps and even more recently (last week) bought some RCAT calls that I did really well with making 110% essentially doubling my money tried doing it with HAL and got burned although I think it was better leaving with 70$ versus 0$ in hindsight but ya I’ll heed the advice and just stay away from options thanks a lot for the feedback!
Ummm.... I left you a lengthy breakdown in the other thread. Please read that, but in stumbling upon this, I am shocked. You paid $25 a contract where you should have paid $10. The bid ask was 0.08 - 0.19, that's someplace between $8 and $19 a contract. But then you placed a limit order of 0.25, or $25 a contract. And the market maker filled you at that inflated price. The order should have cost you about $90 to $100, but you paid $225. # You were at a $135 loss the moment the order filled. HAL would need to get up to $36.6 a share for you **just to break even**. HAL has not been that high since June 2024. HAL does have earnings this week, and if they are really good, HAL might go that high, probably not. *And that is just to break even*.
I suggest you do not trade options right now. Start with trading stocks or ETFs. Read "How to Make Money in Stocks" by O'Neil, $10 on Amazon. # Breakdown of what happened I can't see what the spread is as I'm writing this after market close and I can't see historical for Tuesday until after market tomorrow. But using historical, I see the spread when you bought on Friday was a bid/ask of .10 to .20 mid day, so, perhaps you filled at .15 so $15 a contract. Did you buy 10 contracts? So cost basis was $150? (just guessing here). Then you sold 10 contracts at .07, so $7 per contract x 10 = $70 # Your call options were never "up" $212. That was a phantom. Depending on the software you are using, it may show your profit based on "mark" or market, where mark is set as the mid-point between the bid and ask. Another commenter indicated that the spread when he checked was .06 to .64, so here the mark was about .36, and your cost basis was about .15, so your profit may have "appeared" to be .21 But it was never there. And if you look at the market today, HAL was down 2%—think carefully here—**If the underlying is down 2%, you're not going to have a 140% profit on your calls**. These phantom market prices appear when the spread becomes very wide due to low volume/low liquidity. And with options, there is often the dreaded "Bid 0 option" where there are literally no buyers at all and you'll find yourself unable to sell. In your case, you put in a market order, so it's up to the market maker to fill at some price between bid and ask, inclusive. If you had 10 contracts, then you filled at .07, that gave you .07 for the loss from your cost basis. A "correct" spread here would have been something like .06-.08, with .07 the market in the middle. But the low liquidity resulted in a phantom ask value of .64 that resulted in your thinking that you had made a profit despite the stock being down 2%. Had you set a limit order of .36, it would not have filled, and just sat there. # About HAL HAL does not have greatliquidity, though I;ve seen worse. But you were buying pretty far OTM (out of the money). Maybe it looked cheap to you, but low delta options (delta under 25) are NOT useful for short term trades. You buy low delta, far OTM options with very long dated expirations, like say 6 months or a year from now. If you are trading weeklies, with a mind to sell in a few days, then trade the ATM or At The Money, where the delta is about .50 But also, do not buy options on the Friday of a three day weekend with the plan to sell them on Tuesday. You're just wasting money on Theta and for no reason here. # TL;DR 1) Options are not cheap. They look cheap, but they'll cost you. 2) Trade stocks & ETFs, and show that you can be profitable trading them before you ever try to trade options again. 3) The name of the game in trading is RISK MANAGEMENT. If you do not understand the risk going into a trade, expect to lose all of your money faster than in Vegas, and without the benefit of free drinks. # Advice If you want to trade, trade shares. Many brokers allow you to trade fractional shares, if you don't have the capital for full shares and round lots. START doing that FIRST. If you want to gambol, try slot machines, blackjack, or Craps. If you try trading options without understanding the mechanics involved, you're not even gambling—you're just putting your money into a paper shredder. I tried to point out to you what went wrong on your trade, and re-construct from the very incomplete information you gave, and this analysis applies to this case only. There are many other such complicated circumstances, and it's best you understand them before taking a seat in THIS casino. GOOD LUCK
Anyone playing HAL earnings?
Look at the 5 year chart for $AA, $MOS, $VALE, $CLF, $OXY, and $HAL. Those are the commodity stocks I have been buying. I agree with you on gold & silver. I have been holding both gold & silver, but not adding. If money actually moves out of America, where will it go? Foreign tech & banking stocks? Not a chance in hell. But you can store your cash in assets such as commodities that have demand worldwide.
Today: - Calls: NFLX HAL - Puts: UAL PRGS
Mad cheap 35C for HAL, earnings next week
While I'm not committing to these yet, I'm thinking: - Calls on NFLX ISRG INTC GE AA HAL FCX - Puts on UAL PRGS
Zero DTE options are a new thing which is an outcome of FOMO and the HAL9000 machines being involved more than ever. Long term investing is still a thing for retail people that are sane.
I can be passive aggressive. Most of my posts here get downvoted despite the fact that my port is up 1.5% today and my new positions in $HAL is up over 20% YTD. I mentioned buying $MOS yesterday that was downvoted despite the stocks being up 5% today. I sometimes wonder why I even participate since this place has turned into an AI circle jerk.
$MOS, $NTR, $CF, $HAL, $OXY, $DVN, $APA, all up +3%. If you don't own a position in some of the commodity stocks, you are making the same mistake as those that weren't buying Gold before 2024. We are seeing a similar market rotation out of tech into commodities as we saw in 2022.
I'm gonna continue with my 2022 playbook and buy more $HAL and $MOS which are already up 15% and 9% YTD while also shorting the $QQQ. Commodities are gonna outperform the market in this cycle.
KBR isn’t in that market and barely in that space these days but yah got it. HAL pumped on immediate news more than the rest Burry printing there I guess
Yes, but he was talking about different type od assets. HAL SLB KBR BKR, too much risks on majors.
HAL SLB KBR BKR in this order
Think the way to play it is the service companies like SLB and HAL. That being said... gonna be hard to convince any oil company to go back into Venezuela, even with US guarantees. Just better, cheaper and safer stuff elsewhere.
How do you know this 👀 Of course HAL is involved ! Not SLB?
Capatilize on the U.S Venezuela situation. CVX, VLO, NVDA (especially great for consultant long term growth- same with the others tho), HAL, PSX. Spread among these there is co.panies to rebuild existing wells, some that specialize in water drilling which U.S will likely take advantage of, processoring and energy companies to turn the heavy crude oil in Venezuela to light oil that can be transported, some transport the oil, one U.S oil company is located in a touching country to Venezuela that has good relations and experience in their wells, drilling ect, you get the point. If you spread out and have a bit in each one or smthng you can't really go wrong.
90% of portfolio is cash rn. My last holdings were BTU, HAL, SMCI, & KVUE which were all sold at their highs (except HAL, sold at 27:( ). The US economy looks like dog shit so I’m actually short SPX as of 11:30am today
Service companies should do well. SLB, HAL, BH
HAL to start. And they have a lot of crypto down there.
I have calls on Nvidia, Chevron, XON, Apple, HAL, VLO, Apple, Microsoft and MSTR. Which ones will 10x today? Nvidia and Chevron????
HAL should be strong on future needs rebuilding the oil infrastructure.
Yeah, perhaps. I honestly don't follow $HAL or $SLB anywhere near enough to say on those (see it's ok to admit when you don't understand something enough to make a play on it). I was more laughing at everyone on twitter and the like saying oil futures would gap down hard and Canadian oil companies were doomed. Or that CVX, XOM, BP etc would immediately gain bigly from this. Like 1, the VZ situation is far from settled. 2nd, it would take a shit ton of money and years to start pulling up VZ oil in a meaningful way. 3rd, these companies haven't earmarked any of their money for said venture yet. So when I saw Canadian names like CVE and SU get shit on in early market, I bought and sold in the afternoon for a quick easy day trade lmao. Long term remains murky as VZ is unresolved, Russia/Ukraine is unresolved, and there continues to be musings of going after Iran again.
The moves higher are justified for $HAL and $SLB. Both stocks had significantly under-performed the other $XLE stocks. The midstream pipeline stocks are a good buy too. The easy money to be made is always selling the picks & shovels for the oil "gold mines" so to speak.
Some of the moves don't make sense. Like, I don't think COP or XOM are going to enter or really commit to anything in a meaningful way. But like, CVX already has assets there so they likely will be reclaiming those. Then a few service companies will benefit from the increased CAPEX like HAL and SLB. The CAPEX need is pretty massive from what the reports mention on the overall infrastructure.
This bear is watching his $HAL shares pop +11% today. Gold is also up today b/c it's gold. I missed reshorting the $QQQ at 620 as I was more interested BTD in $OXY and $MOS this morning instead believing commodity stocks have a higher upside than shorting Big Tech this time around : )
Now oil field services , engineering and construction… I like HAL , FLR
$HAL up over 9%. Don't listen to the reddit gurus : )
I've loaded up on HAL and SLB at market open. In any case, it's a good diversification from all the tech stocks in my portfolio
That's why you buy a little of everything. I bought $HAL, $OXY, and $KMI when I mentioned I was buying heavily into oil. $HAL up 8% , $OXY down 4% and $KMI down less than 1%. But all are green since I bought 2 weeks ago. Big Money is trying to decide which energy/oil stocks to buy; but all have been getting bids over the last month. When has energy or crude oil ever gone down in price significantly when the world is at war?
Thank Gawd I ignored all the reddit downvotes and loaded up on Haliburton the last 2 weeks. $HAL up +7%. Because Crude Oil is dead right???
My shares of Halliburton say differently. $HAL and $SLB are both up +7% Monday. Whose equipment & services are going to be used in Venezuela now?
Bag holding HAL calls for a year, finally can sell for a profit. Phew
SLB and HAL make some sense.
So we are all gonna pile into HAL, SLB,XOM today at the bell, amirite?!
HAL is getting the contracts for fixing old infrastructure, not financial advice
SLB and HAL is what I’m going with!