$XLE

3 theses

bullish 67%neutral 0%bearish 33%

Avg return (3m)

—

Win rate (3m)

— (0 resolved)

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

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Jun 10, 4:04 PM ET

$XLEDDbullish

u/NegativeAlphaLLC · 6d ago1 prior · awaiting results

Long XLE calls

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 $58.75Now $58.25-0.8% since postedas of Jun 10, 4:04 PM ET

1d-1.8%

3d-1.8%

1w—

1m—

3m—

6m—

1y—

original post →

$XLEDiscussionbullish

u/MilesDelta · 59d ago3 prior · awaiting results

“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 $57.11Now $58.25+2.0% since postedas of Jun 10, 4:04 PM ET

1d—

3d-2.4%

1w-3.7%

1m+0.8%

3m—

6m—

1y—

original post →

$XLEDiscussionbearish

u/MilesDelta · 77d ago3 prior · awaiting results

“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 $60.57Now $58.25-3.8% since postedas of Jun 10, 4:04 PM ET

1d+1.6%

3d+3.3%

1w-2.6%

1m-6.1%

3m—

6m—

1y—

original post →

End of results.