https://preview.redd.it/c3837lvrljig1.png?width=834&format=png&auto=webp&s=f909b590dbe433b93bafe09ec42228dcb73f72ce
GS says the same shit (can only post one screen shot but what they said is basically XLE profits from rising power demand from the data centers so even if oil stays right here they still win
XLE is literally 100% percent oil and the clowns on here are pushing an agenda to get people to buy in. People who are actually intelligent don’t try to convince or belittle others into doing things that are actually good for said people. The intelligent ones like to horde things and are antisocial because they don’t like sharing.
The whole post and interactions on here just scream “ buy the stock so I can sell the bags I’m holding”.
Curious what your thesis is specifically. With the AI boom there is a distinct difference between the oil and electricity trade. XLE is mostly oil focused.
This isn’t speculation. This is cyclical trading and it’s proven in the data. Energy typically runs after Gold and Copper. It’s just a matter of time. I’m allocating my capital into XLE