Shyon
15:08

The recent surge in $FUT:WTI Crude Oil - main 2604(CLmain)$ and $FUT:Brent Last Day Financial - main 2605(BZmain)$ is striking. While USO offers pure commodity upside, I prefer oil majors for dividends, buybacks, and potential re-rating if Wall Street catches up to Goldman’s upgraded 2026 EPS estimates, which the market hasn’t fully priced in yet.

I’m watching $Chevron(CVX)$ as a defensive play and $Exxon Mobil(XOM)$ for higher-risk, higher-reward exposure. Shell and BP also look attractive, with solid upside and manageable Hormuz exposure, letting me capture oil price gains while earning shareholder returns.

Even if the Strait of Hormuz reopens, I’d likely hold the majors for their dividend and re-rating thesis. For fresh money today, I favor selected oil stocks over USO, while keeping an eye on geopolitical developments to adjust positions if supply disruptions ease or sentiment shifts sharply.

@Tiger_comments @TigerStars @TigerClub

# Trump Says War Is “Near the End”: Oil Surge Ends?

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  • MyrnaNorth
    ·17:19
    Spot on! Oil majors like Chevron are gold for dividends and growth. [看涨]
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