I’m leaning toward
B — oilfield services. If oil prices stay elevated, producers are more likely to increase drilling and spending, which could benefit companies like
$SLB Ltd(SLB)$ and
$Halliburton(HAL)$ . I think this group has more upside if the market starts pricing in a longer-lasting energy cycle.
That said, I’m not convinced this is the start of a sustained oil rally. As long as commercial shipping through the Strait of Hormuz continues, much of the move still looks like a geopolitical risk premium. I’ll be watching tanker traffic and developments closely before turning more bullish.
I’m also not rushing to trim my AI and tech positions. If higher oil prices cause a short-term pullback in quality growth stocks, I’d see it as a buying opportunity. The long-term AI story hasn’t changed, while this oil rally still depends on how the geopolitical situation develops.
@TigerStars @Tiger_comments @TigerClub
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