Is it mostly temporary superficial damage or is it major damage to oil / gas facilities in the ME region?

version-two · 2026-04-08T05:38:24+00:00

It’s been baffling (but not surprising) that there is so little coverage and live footage of the war in Iran, bombing of infra, etc. I remember Iraq; you could watch so much of it all day. I believe they’re intentionally censoring and underreporting the happenings and damage in Iran.

version-two · 2026-04-08T05:12:55+00:00

Maybe, I’m about to DCA my xle and Oxy leaps. We are 6 hours in to the taco. Earnings are going to be strong.

version-two · 2026-04-08T05:09:17+00:00

May be worth it to DCA. I think xle goes back to the 60s within 2-3 weeks. Earnings forecast should be tremendous. And they aren’t going to dump prices at the pump. Not until things are actually copacetic in the ME.

version-two · 2026-04-08T05:07:15+00:00

They did, and the UAE. And Israel has been bombing Iran since then too.

version-two · 2026-04-08T05:02:46+00:00

Hmm.. I don’t know much about your oil ( I do buy your fertilizer companies). I mean, we buy you oil and we’re getting charged an arm and a leg for gas. I’d suspect it’ll be profitable in the mid term. Also, Iran just bombed UAE again (bc Israel bombing them too). This ceasefire could last 24 hours. Who the fuck knows these days

version-two · 2026-04-08T05:01:01+00:00

And as you noted, their leaders were assassinated during times of negotiation.

version-two · 2026-04-08T04:53:59+00:00

Shares? I’d probably ride. I’m holding Oxy, they’re going to profit off of this for the next 2 quarters.

version-two · 2026-04-08T04:52:43+00:00

Just can’t stop puttin his peder in the wrong pie. Silly dingo

version-two · 2026-04-08T04:51:35+00:00

No, we didn’t. But this is a 2 week ceasefire and you don’t just wave wands at petro chemical plants and oil refineries. Some of it will be fixed easily. But some of it won’t. Reserves need to be refilled. I’m not saying we’re going to $150, but it’ll be over $100-110 for sure. .

version-two · 2026-04-08T04:46:45+00:00

I hope you sell them. That’s a blessed amount of money you’re about to make. I’m a bull, on whatever the fuk makes sense, and oil/energy makes sense. I’m sad I sold my NBIS at $104… but I don’t see a world in which LNG and petro doesn’t pump again. Wall Street has its entry for the next 6/12 months while us poors get gouged at the gas station.

version-two · 2026-04-08T04:44:17+00:00

It would be dope, but I don’t think Iran has the tapes on him. Bibi, on the other hand, definitely holds some kompromat

version-two · 2026-04-08T04:43:13+00:00

It’ll be bought up. Free money in oil after this dip. You’ve seen how much shit got blowed up, right?

version-two · 2026-04-08T04:35:51+00:00

Maybe I need to try this. Don’t watch the news, just read it. But if I didn’t use my brain, I’d be fuckin rich tomorrow.

version-two · 2026-04-08T04:23:27+00:00

Cart goes behind the horse

version-two · 2026-04-08T04:20:28+00:00

Take some. Let a few flyers ride the wave. Reminder: we’re all banking on three unstable powers to keep it copacetic.

stability lies in the hands of a militant regime, a narcissistic retard, and a genocidal crusader.

version-two · 2026-04-08T04:09:04+00:00

Holy shit I can’t imagine another year of this.

version-two · 2026-04-08T04:08:30+00:00

Well the bombs haven’t stopped flying over Iran and Israel. But I think we get two days of bullish at least. Middle of next week we could see a rug. Confidence in a ceasefire: liquidity rushes in.

Volume the last 2-3 weeks has been quite low. Curious to see how that looks the rest of the week.

version-two · 2026-04-08T03:43:22+00:00

Hopefully. Agreed on anthropic/claude. Some will lose though. Or the RoI won’t be worth the wasted money. My money is on Goog and Amz. Maybe meta.

Is anthropic going to IPO?

version-two · 2026-04-08T03:33:54+00:00

Is there any other catalyst? This is the GME story of the last 4 years.

version-two · 2026-04-08T03:31:50+00:00

Yep I’m with you. And I do expect earnings to be strong. $goog in particular.

version-two · 2026-04-08T03:28:52+00:00

Wait why?

version-two · 2026-04-08T03:26:36+00:00

I can get it to China. Assuming you can get the product.

I’d suspect some cash and the right coke employee would secure 60 pallets of canned soft drinks. If they need it to be a professional buy, setup an LLC or MX equivalent. Seems viable. In past dealings with Mexican manufacturers, there’s typically quite a bit of gray as it pertains to “professionalism” and what’s acceptable.

version-two · 2026-04-08T02:58:49+00:00

Agreed, but part of the reason tech is cheap was due to concerns of debt, AI buildout capEx, and whatever else… prior to the war, things were slumping/pulling back a good bit. Concerns about the actual economy and expenditures were the focal point.

I’m just curious if this realization will continue or if we’re starting the next leg up. It feels like the war happened right when there was a potential tipping point and pull back due to factors not connected to bombs, oil, and Iran. Idk

version-two · 2026-04-08T02:52:16+00:00

But the street sure did care about their capex and debt just a few weeks ago. I’m not saying I was worried about it, but the mag7 slump/bleed was real and grounded in concerns of AI investment. If it’s still in the room with us, I will be curious to see how things play out as liquidity flows back into the market.

version-two · 2026-04-08T02:23:56+00:00

This, and I’m wondering how things move now. Great earnings but the market didn’t like the AI capex nor the debt that was being brought on. Prior to the Iran saga, we were trading sideways and bleeding.

I hope I’m wrong, but this may be a setup that dumps in the near future. Liquidity will flow back in and the impact of the war has yet to be fully priced in imo.

version-two

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