I’m betting on the Energy sector to lead today. With oil above $110, the setup is just too powerful — we’re looking at pure free cash flow expansion, stronger buybacks & improving balance sheets. Names like
$Exxon Mobil(XOM)$ and
$Chevron(CVX)$ are no longer “old economy” plays; they’re capital return machines in a high-rate world.
For my “hidden gem,” I’m watching Schlumberger $SCHLUMBERGER(0SCL.UK)$ . While the majors get the spotlight, SLB is the real picks-and-shovels play — it directly benefits from increased global drilling activity as oil companies ramp capex. As the cycle accelerates, service pricing power kicks in, & that’s where margins can really expand.
My strategy here is simple: ride the Energy + Financials rotation while staying selective on tech. I’m not abandoning AI names like NVIDIA, but I’m treating them more tactically until valuations reset — right now, cash flow & macro tailwinds are winning the game.
@TigerStars @Tiger_comments @TigerClub @TigerPicks
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