“Hormuz crisis means a long term re-orientation towards US LNG. Still not priced in.”
“Power systems are the limiting reagent in the AI build out.”
“This is the trade I should have made instead of VIXY -SHY. This is the way to capture the Trump chaos trade.”
“Intel is now a national champion like a defense contractor and won't be allowed to fail”
“Just heard about these guys from a recruiter and they seem like they are on a tear”
“Solar is getting so cheap that copper will be the bottleneck in electrification”
“Europe is going to have to rearm”
“CF is all US gas, Yara has significant Persian Gulf exposure.”
“Tech for the long run.”
“CF has domestic gas supply.”
“People hate Elon and will vote with their feet on Tesla.”
“Financial repression will come for us all.”
“Apple services moat vs Microsoft AI premium”
“Inflation is coming for us all.”
“Google has so many under priced assets.”
“Copper is the bottleneck in the electrical buildout.”
“Trump is a chaos agent, VXX will be high.”
“Trump is a chaos agent, so vol will be high”
“COVID won't be forever”