$XLE

2 theses

bullish 50%neutral 0%bearish 50%

Avg return (1m)

-2.7%

Win rate (1m)

100% (2 resolved)

1d 3d 1w 1m 3m 6m 1y

Recent theses

$XLEDiscussionbullish

u/MilesDelta · 47d ago

“XLE puts”

They are blockading 20% of the worlds oil supply.... my thesis from 18 days is coming true

Strait of Hormuz blockade will constrain 20% of global oil supply, driving crude prices higher. Energy stocks (XLE) will benefit from elevated oil prices resulting from supply-side shock.

1d—

3d-2.4%

1w-3.7%

1m+0.8%

3m—

6m—

1y—

original post →

$XLEDiscussionbearish

u/MilesDelta · 66d ago

“XLE puts”

Every CEO is about to say "unexpected headwinds" 47 times this earnings season 💀

Energy sector exposed to supply chain disruptions and margin compression from shipping/logistics challenges. Put positions on XLE capitalize on earnings disappointment and guidance cuts.

1d+1.6%

3d+3.3%

1w-2.6%

1m-6.1%

3m—

6m—

1y—

original post →

End of results.