Surely it will benefit oil stocks nevertheless, and of coz the US. Energy will automatically grow too anyway due to rising demand from the AI narrative.
Prolonged war merely let traders reap the benefits from it, so should not be too worried.
Would not really adjust my portfolio. Cash is worthless in a way. Just milk the AI until another new story.
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- DouglasMalan·09-14 12:23AI power demand is real, but grid and cooling capex probably get paid first. Oil helps, sure, yet gas and utilities feel like the cleaner second leg hereLikeReport
- AthenaVeblen·09-14 12:23Adjusted for inflation, 100 is barely rich. The 70s peak still screens higher in real terms, so this range looks more like a base than a ceilingLikeReport
