XOM
4 tracked calls · 4 long · 0 short · last 90d: 3L/0S
first called by 1000x 5mo ago
LONG1w ago
“buy Exxon. Buy the best of the best. 20-year track record, 30-year track record in intelligent application of capital. Uh unlike many of their competitors, they maintain sustaining capital investments”Thoughtful Money · Adam Taggart | Thoughtful Money®
Three decades of resource underinvestment guarantees an oil crunch, so buy Exxon as it doubles Permian output to 1.3M barrels daily to capture the upside.
XOMLONG@ $160.08
$157.33-1.72%
since call Jul 23
peak +1.1%
LONG1mo ago
“Meanwhile, the Strategic Petroleum Reserve is down to ~340 million barrels, the lowest since 1983, after 172 million barrels were released to contain war-driven”The Kobeissi Letter
Critically depleted US oil inventories and exhausted SPR mean tighter supply and higher prices, boosting upstream producer revenues and margins.
XOMLONG@ $135.77
$157.33+15.88%
since call Jun 18
peak +15.9%
LONGPOSITION1mo ago
“if we don't get the strait solved in some way and it's still closed, these are going to be a hedge in the portfolio … I think energy stocks and the fact that…”Jordi Visser
Energy majors are mispriced; Strait of Hormuz risk keeps oil bid and makes them a defensive hedge
XOMLONG@ $148.64
$157.33+5.85%
since call Jun 7
peak +5.8%
LONG5mo ago
“if you buy a basket, I'm bullish. I'm bullish on your Exxons of the world. I'm bullish on your Chevrons of the world.”1000x · Jonah Van Bourg
Major oil companies win on much higher energy demand from AI buildout
XOMLONG@ $148.31
$157.33+6.08%
since call Feb 24
peak +6.1%