InfluAlpha
← Voltar ao Painel
US energy prices are MUCH LOWER than anywhere else, expert says

US energy prices are MUCH LOWER than anywhere else, expert says

Fox Business Clips
Analisado Ver no YouTube Solicitado Em
Retorno do vídeo
-2,10%
Chamadas
5
Compra / Venda
5 0
Publicado

Recomendações

Entrada é o preço de fechamento do ativo na data de publicação. Atual é o último fechamento registrado.

  1. 01 MPC NYSE COMPRAR +2,24%
    Entrada $358,18 17 ago 2026
    Atual $366,21 18 ago 2026
    Resultado +$8,03

    MARATHON PETROLEUM, BUT CHEVRON AND DIAMONDBACK ENERGY IN THERE ALSO.

    Contexto "SO TO COVER THE ENTIRE CHAIN, WALK US THROUGH THE REASONING, MARATHON PETROLEUM, BUT CHEVRON AND DIAMONDBACK ENERGY IN THERE ALSO. WHY THESE NAMES? >> IT FOCUSES ON REFINERS AND TREMENDOUS OPPORTUNITY IN REFINERS."

  2. 02 CVX NYSE COMPRAR +1,50%
    Entrada $202,70 17 ago 2026
    Atual $205,74 18 ago 2026
    Resultado +$3,04

    MARATHON PETROLEUM, BUT CHEVRON AND DIAMONDBACK ENERGY IN THERE ALSO.

    Contexto "SO TO COVER THE ENTIRE CHAIN, WALK US THROUGH THE REASONING, MARATHON PETROLEUM, BUT CHEVRON AND DIAMONDBACK ENERGY IN THERE ALSO. WHY THESE NAMES? >> IT FOCUSES ON REFINERS AND TREMENDOUS OPPORTUNITY IN REFINERS."

  3. 03 FANG NASDAQ COMPRAR +1,81%
    Entrada $206,29 17 ago 2026
    Atual $210,02 18 ago 2026
    Resultado +$3,73

    MARATHON PETROLEUM, BUT CHEVRON AND DIAMONDBACK ENERGY IN THERE ALSO.

    Contexto "SO TO COVER THE ENTIRE CHAIN, WALK US THROUGH THE REASONING, MARATHON PETROLEUM, BUT CHEVRON AND DIAMONDBACK ENERGY IN THERE ALSO. WHY THESE NAMES? >> IT FOCUSES ON REFINERS AND TREMENDOUS OPPORTUNITY IN REFINERS."

  4. 04 MU NASDAQ COMPRAR -7,02%
    Entrada $1.011,75 17 ago 2026
    Atual $940,76 18 ago 2026
    Resultado −$70,99

    SO MICRON, SANDISK, THESE ARE IMPORTANT COMPANIES TO DEVELOP AI AND ENABLE AI GOING FORWARD

    Contexto "IF YOU LOOK AT MEMORY AND STORAGE, SHARES HAVE BEEN ON A ROLL RECENTLY. MICRON SPECIFICALLY ABOUT 1000 PRESSURE. FIVE DAYS IN A ROW. THESE ARE TOP HOLDINGS OF YOUR AI INFRASTRUCTURE ETF. DO THINK THEY ARE BULLETPROOF? >> AUTO ABOUT BULLETPROOF BUT IN OUR AI INFRASTRUCTURE IT IS A GREAT RUN OF ONE 100% IT'S ACHIEVED THAT BY INVESTING IN COMPANIES WE THINK ARE LARGELY UNDER SUPPLIES SO MICRON, SANDISK, THESE ARE IMPORTANT COMPANIES TO DEVELOP AI AND ENABLE AI GOING FORWARD"

  5. 05 SNDK NASDAQ COMPRAR -9,01%
    Entrada $1.786,85 17 ago 2026
    Atual $1.625,78 18 ago 2026
    Resultado −$161,07

    SO MICRON, SANDISK, THESE ARE IMPORTANT COMPANIES TO DEVELOP AI AND ENABLE AI GOING FORWARD

    Contexto "IF YOU LOOK AT MEMORY AND STORAGE, SHARES HAVE BEEN ON A ROLL RECENTLY. MICRON SPECIFICALLY ABOUT 1000 PRESSURE. FIVE DAYS IN A ROW. THESE ARE TOP HOLDINGS OF YOUR AI INFRASTRUCTURE ETF. DO THINK THEY ARE BULLETPROOF? >> AUTO ABOUT BULLETPROOF BUT IN OUR AI INFRASTRUCTURE IT IS A GREAT RUN OF ONE 100% IT'S ACHIEVED THAT BY INVESTING IN COMPANIES WE THINK ARE LARGELY UNDER SUPPLIES SO MICRON, SANDISK, THESE ARE IMPORTANT COMPANIES TO DEVELOP AI AND ENABLE AI GOING FORWARD"

Transcrição Completa
>> THANK YOU VERY MUCH. MY NEXT GUEST SAYS ENERGY IS THE BEST PERFORMANCE FACTOR IN THE S&P 500 OF 38% THIS YEAR. MOST INVESTORS REMAIN UNDER ALLOCATED BECAUSE THEY ARE CONCERNED ABOUT VOLATILITY AND OIL PRICES. CAPITAL MANAGING DIRECTOR, GOOD TO SEE YOU. ENERGY MAKES UP A LARGE PART OF THE CONSUMER PRICE INDEX YOU CAN SEE HOW MUCH SMALLER THIS WHEN YOU TAKE OUT THE ENERGY, DO YOU THINK THE WHITE HOUSE FOCUS ON U.S. ENERGY PRODUCTION AND DOMINANCE WILL MAKE CONSUMERS FEEL BETTER ABOUT INVESTING IN OIL OR WHEN THEY GO SHOPPING? >> U.S. ENERGY SECTOR KEPT PRICES DOWN AND INFLATION BECAUSE THE U.S. HAS BECOME THE LARGEST PRODUCER OF ENERGY IN THE WORLD AND ENERGY EXPORTER SO THESE ARE HIDDEN WHEN WE TALK ABOUT OIL AND THINGS LIKE NATURAL GAS WHICH IS IMPORTANT AND SO MUCH NATURAL GAS WE ARE EXPORTING ALL OVER THE WORLD AND THESE WILL ALL BE IMPORTANT GOING FORWARD. >> PRESIDENT TRUMP SAID MIDTERMS HAVE NOTHING TO DO WITH MY THINKING INCLINES THE CONFLICT WITH IRAN IS NOT OVER ANYTIME SOON THE MIDTERMS ARE 80 DAYS AWAY, CAN RECORD U.S. PRODUCTION AND EXPORTS FILL THE GAP AND BRING GAS PRICES DOWN? >> IF YOU THINK ABOUT WHAT'S DONE SO FAR IF WE WOULD HAVE HAD RECORD PRODUCTION AND WE DIDN'T HAVE REFINERIES OPERATING WELL OVER ONE 100% FOR MULTIPLE DAYS AND MONTHS, GAS PRICES WOULD BE SIGNIFICANTLY HIGHER THAN WHERE THEY ARE RIGHT NOW SO GASOLINE PRICES AND DIESEL PRICES AND AFFORDABILITY IS A BIG DEAL. GETTING THE STRAIT "HELP BUT ALL THAT SAID, GASOLINE PRICES AND ENERGY PRICES ARE MUCH LOWER THAN PRETTY MUCH ANYWHERE ELSE IN THE WORLD, PARTIALLY BECAUSE AND ALMOST PRIMARILY BECAUSE OF LOW COST NATURAL GAS AND THE U.S. CONTINUES TO OPERATE IN. >> SO TO COVER THE ENTIRE CHAIN, WALK US THROUGH THE REASONING, MARATHON PETROLEUM, BUT CHEVRON AND DIAMONDBACK ENERGY IN THERE ALSO. WHY THESE NAMES? >> IT FOCUSES ON REFINERS AND TREMENDOUS OPPORTUNITY IN REFINERS. GASOLINE INVENTORIES, CRUDE OIL INVENTORIES WERE TALKING ABOUT EARLIER IS A GREAT OBSERVATION BUT GASOLINE IS LOW AND ARE PROBABLY GOING LOWER SO REFINERS WILL CONTINUE TO NEED TO PRODUCE MORE AND MORE ABOUT CAPACITY AND IN ADDITION FINDING MARGINS WIDENED OUT BECAUSE OF THE SCARCITY WHICH MEANS CASH FLOW. >> YOU TAKE A BARREL OF OIL AND REFINE IT INTO SAY DIESEL GASOLINE, JET FUEL, THE MARGIN FOR THE PEOPLE IS EYE-POPPING BUT YOU HAVE REFINERIES OPERATING AT FULL TILT, ARE YOU CONCERNED IT'S ONE POWER OUTAGE AWAY FROM A MAJOR PROBLEM? >> REFINERIES HAVE DONE A GOOD JOB PREPARING THEMSELVES TO ENSURE THEY PERFORM WHEN THEY ARE NEEDED AND THEY ARE NEEDED NOW. THE OTHER THING IS, OPERATING COSTS USE NATURAL GAS TO GENERATE ELECTRICITY AND THINGS TO OPERATE THE REFINERY BUT EUROPE AND OTHER PLACES AROUND THE WORLD GAS PRICES ARE HIGHER THAN IN THE U.S. BUT YOU ARE SHOWING WEST TEXAS, THE NATURAL GAS PRICES ARE LOW, SOME BELOW A DOLLAR AND THAT'S A COMPETITIVE ADVANTAGE FOR THE U.S. TO USED TO OPTIMIZE AND WHEN THE AI RACE. >> IF YOU LOOK AT MEMORY AND STORAGE, SHARES HAVE BEEN ON A ROLL RECENTLY. MICRON SPECIFICALLY ABOUT 1000 PRESSURE. FIVE DAYS IN A ROW. THESE ARE TOP HOLDINGS OF YOUR AI INFRASTRUCTURE ETF. DO THINK THEY ARE BULLETPROOF? >> AUTO ABOUT BULLETPROOF BUT IN OUR AI INFRASTRUCTURE IT IS A GREAT RUN OF ONE 100% IT'S ACHIEVED THAT BY INVESTING IN COMPANIES WE THINK ARE LARGELY UNDER SUPPLIES SO MICRON, SANDISK, THESE ARE IMPORTANT COMPANIES TO DEVELOP AI AND ENABLE AI GOING FORWARD SO BECAUSE THEY SEE TREMENDOUS GROWTH AND A SHORTAGE OF MEMORY SHORTAGE THEY EXPAND MARGINS AND VOLUME RESULTS IN STRONG EARNINGS-PER-SHARE GROWTH TRANSLATED INTO HIGHER STOCK PRICES. >> AND THEY ARE EXPECTED TO STAY PRETTY HIGH FOR THE NEXT COUPLE OF YEARS SO YOU COULD SAY IT DOES HAVE LEGS. YOU ARE BUYING BIG COIN MINORS IS AI PLACE. THEY TRANSITION TO BE AN AI DATA CENTER. MORE COMPANIES SUCH AS FORMER BIG COIN MINORS TO BE AI COMPANIES? >> YES THAT'S WHERE WE ARE MORE SUCCESSFUL TRANSFORM INTO PLAYING A ROLE IN THE AI ECONOMY, AND BIG COIN MINORS ARE PLAYING A ROLE. THEY ARE BECOMING DATA CENTER OPERATORS BECAUSE THERE TRANSFORMING THEIR BUSINESS MODELS BECAUSE THEY HAVE ACCESS TO ELECTRICITY SO COMPANIES LAST WEEK ANNOUNCED A MULTI- DECADE OR YEAR AGREEMENT WITH ANTHROPIC FOR BILLIONS OF DOLLARS BASICALLY, IN ORDER TO GENERATE OR UTILIZE THEIR EXISTING FORMER BIG COIN MINE TO RUN A DATA CENTER AND WE SEE IT WITH MULTIPLE FORMER BIG COIN MINDS DOING THIS AND IT'S A TREMENDOUS OPPORTUNITY IN TERMS OF INVESTMENT RETURN BECAUSE THEY TRANSFORMED BUSINESSES CASH FLOW TYPE OF BUSINESSES. >> WHAT'S INTERESTING WITH THE PUBLIC OUT LASH THE WHY OP, BRING YOUR OWN POWER. IF YOU ARE A COMPANY THAT CAN PROVIDE ELECTRICITY, INVESTORS WILL LIKE WHAT YOU DO BECAUSE YOU ARE POWERING THE AI REVOLUTION AND CUSTOMERS THAT HAVE TO PAY FOR THE EL

Comentários 0

Ainda não há comentários. Seja o primeiro a compartilhar sua opinião!