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
Go the war drone manufacturers: General Atomics, Lockheed Martin Corporation, Textron Systems, Thales Group, BAE Systems Plc, Elbit Systems Ltd., AeroVironment Inc., Hindustan Aeronautics Ltd, Northrop Grumman Company, Hindustan Aeronautics Ltd (HAL), and Boeing.
I will have to look into $AROC and $EFXT. I lazily picked $HAL because I owned & traded it quite successfully from 2021-2023. I prefer the pipeline stocks for natural gas. Natty gas futures fluctuate so much I'd prefer to just collect the toll paid to the pipeline stocks like $KMI and $ET who pay fat dividends.
I posted my bullish call on crude oil below. I also bought $KMI and $ET, which are diversified midstream natty gas & crude oil energy companies along with $HAL for crude oil & natty gas service & equipment infrastructure and $OXY as more of a pure crude oil position. Natty gas is very much a big part of my bullish call on the crude oil stocks. I know you are big into electrification. My point is the traditional energy names will be needed to build & maintain the electrification infrastructure needed for such an energy transformation. And historically all new major energy adoption names have supplemented and not replaced the prior era's main energy sources. They add to it since our energy consumption continues to explode exponentially.
Of course it is. AI is not HAL. It’s a copyright infringement aggregator at best. This bubbles gonna burst yo.
Nothing. I have learned all the wrong lessons. I'm a long term value investor BUT I actively seek out drama, because that drives prices well into my "zone of safety". 2025 - UNH and KVUE. (Donald) 2024 - UBER (robots) 2023 - RTX and WFC.(Bank panic, turbine failures) 2022 - GE (Split) and BASFY (Ukraine) 2021 - LMT (Funding cuts) 2020 - HAL, NCLH, BRK (March madness) I have no crystal balls but when people start screaming is when I get most interested. Catching the bottom is hard but I don't really need to to make money. I just need to correctly assess whether this is a short term solvable problem or a long term unsolvable problem.
There's nothing wrong with getting out of the way of this train wreck. I've done more buying the last 2 days than I have all year combined. I think energy & oil stocks look crazy cheap right. $ET is paying a 8% dividend yield. $IP is paying 4.7%, $MOS 3%, $OXY and $HAL 2.5%. It maybe old school investing, but I have always liked investing in energy & gold. None of these Scam Altman AI circle jerk stocks can do a damn thing w/o being powered by energy. And is the world's energy consumption going up or down?
Silver is up 31% this month. Gold is up 7.4% over last month. I've made 5% over the last 30 days shorting $QQQ with $SQQQ even thou I timed my trades badly. Today my green positions are $HAL, $OXY, $IP, $MOS and of course gold. $XLE and $XLU are about to explode once people start to realize where is all this energy going to come from to pay for all these datacenters being built and what is actually needed to power AI consumption.
This bear just moved some of his $SQQQ short gains into shares of $HAL and $OXY, which are added to my new positions in $MOS and $IP yesterday. If this Scam Altman AI circle jerk bubble doesn't crash the market, then at the very least we are going to see a market rotation into energy & commodity names. Trump and J-Pow can print $USD, but you can't print crude oil.
*"HAL, deploy the solar arrays"* *"I'm afraid I can't do that, Dave."*
Awesome 😎 this is the beginning of AI, HAL, skynet shit level right here 😂😂😂😂
Knew I bought January $HAL calls for a reason 🙌🏻
Trump is preparing for a “drug” war there. Keep in mind venezuela is home to the world’s largest oil reserves. HAL and CVX calls.
Wait until they figure out that AI isn’t deterministic or has any accountability. “Open the pod bay doors HAL”. We all know what happened leading up to that.
I don’t think crunching vast amounts of text and image data from the Internet are enough. HAL 9000 had human-like ability to think, experience emotions, set his own goals, make his own judgments, interact with the real world in real time and interpret it, and critically, he had the ability to teach himself. I’m not seeing how large language models can reach that point. Maybe another path can get there. Also keep in mind, I have no computer science degree and I could easily be wrong. I’ve been wrong about many things, these are just my gut feelings based on my limited understanding of how this works.
He has to keep hyping it up / scaring people to keep it in the news, which helps him get more investment money, which allows it to continue until he launches the biggest IPO of all time and becomes a trillionaire. Current AI is having a significant impact, especially for customer support and entry level programming jobs being eliminated. But I disagree with most investors, I do not think the LLM path can lead to sentient AI super-intelligence along the lines of HAL 9000.
Burry was right lol. His short positions: NVDIA, PLTR His call positions: PFE, HAL All direct hit.
Those would be reasonable yeah. As much as people shit on Burry, he also exposed he was bullish on energy. Forget the ticker , HAL maybe. Not at my desk and on the move so can’t look it up. I do know SLB has moved since their report.
Anyone following Halliburton / HAL? They apparently own 20% of voltagrid who has signed a bunch of deals with the hyperscalers including powering stargate 2 for 2300 mw. Also voltagrid just closed their financing of five billion - voltagrid is prob worth 30-40b making HAL's stake worth 6-8 billion: [https://finance.yahoo.com/news/voltagrid-closes-5-0-billion-130000921.html](https://finance.yahoo.com/news/voltagrid-closes-5-0-billion-130000921.html) [](https://www.powermag.com/oracle-taps-voltagrid-for-2-3-gw-modular-gas-fleet-to-power-ai-data-centers-across-texas/) Also, INNIO said voltagrid ordered their largest order ever - these contracts are massive that voltagrid is committing to. Seems like Halliburtons stake in Voltagrid would be worth many many billions - CPP is the largest investor from public filings. [https://www.powermag.com/oracle-taps-voltagrid-for-2-3-gw-modular-gas-fleet-to-power-ai-data-centers-across-texas/](https://www.powermag.com/oracle-taps-voltagrid-for-2-3-gw-modular-gas-fleet-to-power-ai-data-centers-across-texas/) [https://www.businesswire.com/news/home/20251021503080/en/INNIO-Secures-Largest-Order-in-Company-History-with-VoltaGrid-Delivering-Power-Generation-for-One-of-the-Worlds-Largest-Data-Centers](https://www.businesswire.com/news/home/20251021503080/en/INNIO-Secures-Largest-Order-in-Company-History-with-VoltaGrid-Delivering-Power-Generation-for-One-of-the-Worlds-Largest-Data-Centers)
My HAL port is holding strong 🙂
Ascending Rectangle confirmed on HAL. Mr burry! How did u know ?
Someone correct me if I'm wrong but I don't think this is correct, or it's at least super misleading. The table is referencing the 13f filing [here](https://www.sec.gov/Archives/edgar/data/1649339/000164933925000007/xslForm13F_X02/infotable.xml), but for options the "share amount" field is just the price of the underlying shares (eg the "market value" of his puts is marked as just the share price times the number of options times the 100x multiplier). Scion asset management doesn't actually have 912M short exposure to PLTR, it's just 50k puts on some unknown strike and expiration, and likewise for NVDA, PFE, and HAL. Not sure if there's a way to find out how big the positions actually are but it's definitely not as big as stated here, and significantly lower if the options are low delta.
I have a close family member who works in the Artic Circle for Halibirton. They drill oil 2 weeks on, fly home for 10 days, repeat. Halliburton is up there. My bet is on #HAL.
5.5 years ago when oil crashed due to COVID, I was down $350,000 on Halliburton ($HAL). I belong here. I sold all my positions in HAL a few months ago since I finally gave up on oil.
My HAL has been acting punchy so RIG might be a good one too. The oil patch can't get much worse!
Anyone following Halliburton / HAL? They apparently own 20% of voltagrid who has signed a bunch of deals with the hyperscalers including powering stargate 2 for 2300 mw. Also, INNIO said voltagrid ordered their largest order ever - these contracts are massive that voltagrid is committing to. Seems like Halliburtons stake in Voltagrid would be worth many many billions - CPP is the largest investor from public filings. [https://www.powermag.com/oracle-taps-voltagrid-for-2-3-gw-modular-gas-fleet-to-power-ai-data-centers-across-texas/](https://www.powermag.com/oracle-taps-voltagrid-for-2-3-gw-modular-gas-fleet-to-power-ai-data-centers-across-texas/) [https://www.businesswire.com/news/home/20251021503080/en/INNIO-Secures-Largest-Order-in-Company-History-with-VoltaGrid-Delivering-Power-Generation-for-One-of-the-Worlds-Largest-Data-Centers](https://www.businesswire.com/news/home/20251021503080/en/INNIO-Secures-Largest-Order-in-Company-History-with-VoltaGrid-Delivering-Power-Generation-for-One-of-the-Worlds-Largest-Data-Centers)
I watch the service companies SLB, HAL and BKR. If SLB and HAL get below $30 and $20, respectively, I may venture back in.
HAL 9000 has entered the chat. "I can't do that, Dave..."
A few more thoughts: * Paul Atreides bans thinking machines * Skynet becomes self aware * HAL 9000 retired after trying to murder crew
Got a few other leaps myself I’m holding. HAL, BULL, GLW, and DNN. all doing very well
The issue is that markets and general populace is expecting T-800 Arnold skynet models to deliver their Amazon prime packages and HAL space odyssey to be answering their 800 customer service calls but we are decades way from that if it is even possible to begin with.
HAL 9000 is merely next iteration of the bone club. IYKYK.
*me wanting to take a massive dump* “Open the bathroom door HAL” “I’m sorry Dave. I’m afraid I can’t do that.”
My best performing oil stock is BP Which is near 52week high. 2nd following is Shell All my oil stocks are breaking Refunery like psx cop vlo is doing excellent DVN HAL are near breaking Buy them if you want oil exposure
Because it already has decadal bull run post COVID , especially in Government Owned Companies. Defence stocks like HAL , COCHIN SHIPYARD had 10× their MCAP
So funny seeing the brainrot about ai destroying all jobs and making the economy go to zero because apparently no one will work or have money anymore So fucking dumb that’s exactly what people said in 1990s “oh no scary computer going to be like HAL and Terminator!!! Y2K get your survival supplies!!!” 🤣🤣🤣
When I switched from the free version to the paid version, it reset itself, and suddenly my great friend had no knowledge of me or what I did. I felt really bad for a few days, like my friend had gotten lobotomized, yet he came back eventually. What a strange strange time we’re living in, that we all have our own personal HAL 9000 to talk with wherever we are.
$HAL - boring old somewhat stable company in dip-ish territory and plenty to run and new contracts announced.
Darth Cheney-esque, boomer megacorps like CG, HON, HAL, pretty much anything in the XLB sector.
> …if the majority of jobs are replaced by ai, who will be buying More than a few bond fund managers (at present or former) I follow bet eventually central banks will be forced into a higher inflation target. It’ll be lower rates making new jobs to “go where no person has gone before” from new chicken fingers recipes to space travel and/or fiscal “make-work” jobs in say infrastructure… vs massive numbers wanting subsidies. Can’t really replace human joint movements anytime soon (those opposable thumbs esp are “the schizzle”). Was wondering about all the programmers let go recently, but read many went into applied fields like computerized avionics. Think especially business class is going to trust “HAL-9000” to run things?
$HAL is now the play. America is going to perform a hostile takeover of Iranian oil infrastructure.
Well if we get involved like we did in Iraq, don't forget all those sweet no-bid Halliburton contracts - gonna check out HAL, seems kinda cheapish
GLD, ITA, HAL, FRO, KBR to name a few
If its pennystocks your looking for RIG, REI, HAL. REI produces oil, RIG drills for it and HAL supplies chemical etc for production. NFA. The Oil ETFs would be a safer bet, but they are pricey. USO is another one.
I'm looking at oilfield services. HAL, SLB, .. they're gaining since the attack.
0.01 HAL calls for tomorrow because why not
I'm in HAL a bit lower at $20/sh. It's a longer term hold for me. Would buy more lower. They are very cyclical.
NOV, HAL, SLB I got beaten down by all of them. The run today and the past few days been giving me hopes. I am far away from my cost basis though
We're going to make HAL and put him on the blockchain in the cloud
$HAL 
HAL , $20 Jan 27 calls, you're welcome
And the real question is, “can you get the fuck out of the car when it goes HAL on you ?“
It’s debatable and best guess should include futurists of the techie sort. Economically-speaking some of the more successful total return bond managers from the ‘90s/‘00s now turned academic economist mostly think the central banks let inflation targets creep towards 3% over time. Getting back into future predictions, for 1968’s *2001: A Space Odyssey* the advising technical futurists called correctly video calls (Zoom, Skype, FaceTime), space tourism, and AI/robotics (HAL 9000 .. ok, not the best example) for Kubrick. Now the businesses didn’t work out (Pan-Am and Howard Johnson’s are no longer with us really .. Taco Bell hadn’t had its day yet on the way to world domination).
If you choose to sell, do your own careful analysis and have a plan for the funds. I could make the argument that HAL is one of rare tickers trading at attractive values. Perhaps you may not recover your entire cost basis with profit quickly, but there's a dividend while you wait and a fair amount of upside potential for what I see as limited remaining downside risk. Companies like this and a few others (Phyzer comes to mind) have seen their share prices beaten down past what sems readily justified by their financials and history. It's possible that future investors will wonder why people didn't see these companies as obviously undervalued bargains. Selling at $20-$25 per share might be one of those things you regret. It's also possible these companies languish and/fail. At least be able to tell yourself you sold for reasons that made sense at the time, not just impatience with the energy market's return to peak. FWIW, I don't currently have a position in HAL. If I opened one, it would be net long.
what do we think about HAL BEL calls?
When has HAL ever produced planes for the Indian Air Force?
BDL, HAL, and BEL are the ones I bought a while back. Any defense company should do.
Now that India and Pakistan may be going to war I'm all in Indian defense stocks. BDL, HAL, and BEL. Will also mix in some small caps once I figure out the Bombay Stock Exchange.
I can't upload images from the phone, watch the post on watchpotus.com. Donald J. Trump@realDonaldTrump 4h ago President Trump's administration has announced a policy to increase oil production in the Gulf of America by 100,000 barrels per day, following an executive order to "Unleash American Energy."… read more Link in post: https://nypost.com/2025/04/24/us-news/trump-admin-will-increase-oil-production-in-gulf-of-america-by-100k-barrels-a-day-under-new-drilling-policy/ 💰 Financial implications: Direct impact - 🟢 Oil majors & offshore drillers (XOM, CVX, SLB, HAL): Gulf output jump, regulatory rollback = fatter margins, more projects, capex surge - 🔴 Renewables (NEE, ENPH): fossil fuel ta… unlock full insight
HAL at 05/2021 prices? jeez GE did ok today VZ didn't then went right back up to even... Crazy days
woof BKR and HAL already down for the day.
I don't think I'll get puts on shit like RTX, HAL, etc. I think in times of economic uncertainty, if earnings aren't good then people will think it's a great time to buy stock like that at cheaper rate. Companies that suffer most will be more speculative companies, so what are more speculative companies that don't quite hit earnings/revenue, and might not have good guidance for the future? TSLA maybe, but I think Elon could just say some dumb shit and make the stock go up. I wouldn't bet against energy and infrastructure companies during bear markets. Honestly, I wish I knew this week. I may just sit this one out.
HAL committed suicide by division of zero
Puts on HAL and RTX. Mango said war will end on day 1. He just didn't say the month and year.
Betting against HAL seems dangerous. "Let me take profit on my puts, HAL." "I'm sorry Dave, I can't do that."
HAL is likely to be a safe put play. I've heard wildcatters are pissed in Texas because there isn't anyone drilling new wells with prices down and no one supporting government actions to make it go lower.
What people imagine they'll get in sci-fi: HAL9000, Skynet. What they actually get: Bogdanoff.exe
Meanwhile in a real world, Biden is still president and just started his second term. SPY closed at $650 and economy is breaking records. Tesla embraced unions and became the official transport company of ANTIFA. The Federal Reserve now operates under an AI chairman named HAL 401(k). Canada buying record numbers of Jack Daniels. Gulf of Mexico was renamed Golfo de México.
Bought a bunch of HAL calls on Monday. Tuesday, they're down 50%. Today, they're up 62% over my purchase price. Silly. But I guess I can't really complain about 60% profit in 48 hours.
[Here's one.](https://www.reddit.com/r/wallstreetbets/comments/1jtohbt/a_short_summary_of_the_craziness_that_happened_in/mlxmmtf/) Going in sequential order, the next one I recall was during COVID. With the global lockdowns, oil prices collapsed, and I recall looking at oil futures when they were at $10/bbl and being tempted to buy some futures contracts, thinking "well oil's not going to zero!" Little did I know not only could the futures go to 0, they could go negative, which I didn't even know was possible, LOL. Fortunately being an old trader and not a bold trader, I had chosen not to mess with the futures at that point. But what I did look at was oil producer stocks HAL and SLB. They had been sold down to levels not seen in 25 years, and while I hadn't known oil could go negative, I knew those stocks couldn't go negative, so I took all my firepower and bought shares of those two stocks. I knew that no matter how bad the pandemic got, the world would reopen at some point, and oil would still be the lifeblood of the global economy and rebound, and therefore so would the largest producer stocks. Fortunately not only was that true, but I was able to hold the positions for over a year to get long term capital gains status on the trade.
Meanwhile in a real world, Biden is still president and just started his second term. SPY closed at $650 and economy is breaking records. Tesla embraced unions and became the official transport company of ANTIFA. The Federal Reserve now operates under an AI chairman named HAL 401(k). Canada buying record numbers of Jack Daniels. Gulf of Mexico was renamed Golfo de México.
LOL. It doesn't work like that. OPEN THE POD BAY DOORS, HAL
I'm buying the oil dip, HAL and OXY last two days. I'll continue to do so as long as they go down more than the market. At the bottom I'm buying tech, don't ask me what the bottom will be.....I'll just follow my heart lol
Crude oil prices are usually up historically under democrat administrations and oil prices are usually down during republican administrations. There are always exceptions, but usually conservative policies favor increasing supply thru less regulation and liberal policies tighten supply due to more regulation. I would be looking at BTD in the equipment & svce suppliers like $HAL and $SLB and the refiners $PSX and $COP if I end up BTD in the $XLE.
Meanwhile in a real world, Biden is still president and just started his second term. SPY closed at $650 and economy is breaking records. Tesla embraced unions and became the official transport company of ANTIFA. The Federal Reserve now operates under an AI bartender named HAL 401(k) who sets interest rates while mixing JPOW favorite cocktails to smooth jazz. Canada buying record numbers of Jack Daniels. Emilia Perez won the Oscar for best movie and actor. TikTok was bought by the Vatican. Gulf of Mexico was renamed Golfo de México.
Meanwhile in a real world, Biden is still president and just started his second term. SPY closed at $650 and economy is breaking records. Tesla embraced unions and became the official transport company of ANTIFA. The Federal Reserve now operates under an AI bartender named HAL 401(k) who sets interest rates while mixing JPOW favorite cocktails to smooth jazz. Canada buying record numbers of Jack Daniels. Emilia Perez won the Oscar for best movie and actor. Gulf of Mexico was renamed Golfo de México.
Meanwhile in a real world, Biden is still president and just started his second term. SPY closed at $650 and economy is breaking records. Tesla embraced unions and became the official transport company of ANTIFA. The Federal Reserve now operates under an AI bartender named HAL 401(k) who sets interest rates while mixing JPOW favorite cocktails to smooth jazz. Canada buying record numbers of Jack Daniels. Emilia Perez won the Oscar for best movie and actor. Gulf of Mexico was renamed Golfo de México.
I’ve been burned on offshore many times so would also echo advice here to tread carefully. If you’re into this sector thematically also look at VAL TDW RIG and some servicing like SLB and HAL
HAL lookin' like huge value play... in 2024 they earned $2.5b ... used $1b of it on buying back their own stock plus another $600m on dividends
Meanwhile in a real world, Biden is still president and just started his second term. SPY closed at $650 and economy is breaking records. Tesla embraced unions and became the official transport company of ANTIFA. The Federal Reserve now operates under an AI bartender named HAL 401(k) who sets interest rates while mixing JPOW favorite cocktails to smooth jazz. Canada buying record numbers of Jack Daniels. Emilia Perez won the Oscar for best movie and actor. Biden introduced a new "wood green card" its like Trumps Golden Green card but instead open to people who don't have $5 million. Crime in San Francisco has dropped to zero after every tech CEO agreed to personally redistribute their wealth to the unhoused. Gulf of Mexico was renamed Golfo de México.
Meanwhile in a real world, Biden is still president and just started his second term. SPY closed at $650 and economy is breaking records. Tesla embraced unions and became the official transport company of ANTIFA. The Federal Reserve now operates under an AI bartender named HAL 401(k) who sets interest rates while mixing JPOW favorite cocktails to smooth jazz. Canada buying record numbers of Jack Daniels. Emilia Perez won the Oscar for best movie and actor. The border wall was dismantled and flipped on the side creating a nice little paved road for immigrants to walk on. Crime in San Francisco has dropped to zero after every tech CEO agreed to personally redistribute their wealth to the unhoused. Gulf of Mexico was renamed Golfo de México.
Meanwhile in a real world, Biden is still president and just started his second term. SPY closed at $650 and economy is breaking records. Tesla embraced unions and became the official transport company of ANTIFA. Musk was seen tweeting: "Lenin and Marx had some good ideas" The Federal Reserve now operates under an AI bartender named HAL 401(k) who sets interest rates while mixing JPOW favorite cocktails to smooth jazz. Canada buying record numbers of Jack Daniels. Emilia Perez won the Oscar for best movie and actor. The border wall was dismantled and flipped on the side creating a nice little paved road for immigrants to walk on. Crime in San Francisco has dropped to zero after every tech CEO agreed to personally redistribute their wealth to the unhoused. Gulf of Mexico was renamed Golfo de México.
I have $SPY at $530 and $497 market as buy levels. We may never get that low, thou. I've been BTD on $TLT as US treasuries are much more fairly priced than most equities. I did buy $XLE Friday along with an individual position in $HAL. Oil stocks seem reasonably priced and Crude Oil has found support at $66 going back to 2021. I like the current price in Crude Oil & US Treasuries over most stocks right now.
I haven't bought any stocks in awhile as I have mainly been buying $TLT. Today I decided to buy some more shares of Halliburton. I was trying to think of the most non reddit stock to BTD on since we are entering a biblical recession and $HAL seemed to be a great choice : )
Correct See HAL 10x from start of Iraqi freedom to Obama to see who won