Explore quick thoughts, reactions, and opinions from traders as the market moves. Short, conversational posts that help you gauge sentiment and see what's on traders' minds right now.
XOM Guys, you know that oil flow returning to pre-war levels will take years (repairs take time). Meanwhile, XOM and others will profit from that.
Ignore the daily noise.
XOM Institutions rotating into energy/defense blues amid Hormuz chaos & $100 Brent. XOM/CVX showing strong relative strength + liquidity taken on dip. LMT with record $194B backlog. Watching for clean sweeps before entry.
Patience key!
You in energy or defense? Drop your take 👇 XOMCVXLMT #InstitutionalFlow