Archive mode — the ledger is frozen as of August 24, 2026. Past calls and track records remain browsable; no new data is being ingested.
$XLE
3 thesesbullish 67%neutral 0%bearish 33%
Win rate (1y)
— (0 resolved)
Past performance does not predict future results. Informational only, not investment advice.
Recent theses
Prices as of Aug 24, 1:28 PM ET
You hear that, Mr. Anderson? That is the sound of inevitability [XLE & XOP]
US crude oil inventories are falling dramatically toward minimum operational levels by mid-July due to sustained demand from Middle East supply disruptions. As commercial stocks approach unknown minimum thresholds, prices will spike substantially to crush demand and prevent operational failure, with potential targets in the $150-160+ range.
At post $58.75·Now $62.94+7.1% since postedas of Aug 24, 1:28 PM ET
1d-1.8%
3d-1.8%
1w-2.8%
1m-9.4%
3m—
6m—
1y—
$XLEr/wallstreetbetsDiscussionbullish u/MilesDelta · 142d ago3 prior · 25% at 3mo “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.
At post $57.11·Now $62.94+10.2% since postedas of Aug 24, 1:28 PM ET
1d—
3d-2.4%
1w-3.7%
1m+0.8%
3m-3.6%
6m—
1y—
$XLEr/wallstreetbetsDiscussionbearish u/MilesDelta · 160d ago3 prior · 25% at 3mo “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.
At post $60.57·Now $62.94+3.9% since postedas of Aug 24, 1:28 PM ET
1d+1.6%
3d+3.3%
1w-2.6%
1m-6.1%
3m-10.1%
6m—
1y—