Oil price around 100 is reasonable, since it was considered cheap to begin with if adjisted for inflation. It does not exactly matter if it rises or pull back. Just go for the range of 70+ to 110.

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.

# 🎁 Write & Win | $100 Oil: Who Wins, Who Loses?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment2

  • Top
  • Latest
  • DouglasMalan
    ·09-14 12:23
    AI 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 here
    Reply
    Report
  • AthenaVeblen
    ·09-14 12:23
    Adjusted 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 ceiling
    Reply
    Report