Calls
8
#131
Alpha Score 89.9
Jason Gabelman
Co-founder, Blockworks
Win Rate
100.0%
return
+25.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 01
$195.00
+8.6%
Exxon and Chevron have not yet priced in the recent oil price increases driven by the Middle East conflict, creating near-term upside as the market catches up. Despite elevated equities and medium-term normalization expectations, the stocks offer a buying opportunity given sustained high oil prices and company-specific catalysts like Exxon's production management and Chevron's potential buybacks.
Oil & Gas
Long
May 01
$155.00
+6.0%
Exxon and Chevron have not yet priced in the recent oil price increases driven by the Middle East conflict, creating near-term upside as the market catches up. Despite elevated equities and medium-term normalization expectations, the stocks offer a buying opportunity given sustained high oil prices and company-specific catalysts like Exxon's production management and Chevron's potential buybacks.
Oil & Gas
Long
Apr 17
$51.30
+9.2%
With the Strait of Hormuz expected to reopen, commodities such as global gas and diesel prices will remain elevated, which benefits midstream players, integrated oil companies, and US refiners due to their exposure to these commodity prices.
Thematic ETFs
Long
Apr 17
$251.07
-
Cheniere is liked given its exposure to global gas dynamics and the expectation that global gas prices will stay elevated.
Oil & Gas
Long
Apr 17
$46.60
+34.1%
With the Strait of Hormuz expected to reopen, commodities such as global gas and diesel prices will remain elevated, which benefits midstream players, integrated oil companies, and US refiners due to their exposure to these commodity prices.
Thematic ETFs
Long
Apr 17
$214.70
+80.8%
Marathon Petroleum is recommended for its exposure to West Coast cracks, which have been extremely strong due to tightness in the Pacific Basin resulting from the Middle East conflict.
Oil & Gas
Long
Apr 17
$116.80
+20.8%
Medium-term oil price expectations should be reset higher due to the geopolitical risk premium from the Middle East conflict and underlying supply trends such as US shale production plateauing and non-OPEC production slowing, leading to a more balanced to undersupplied market.
Commodities
Long
Apr 17
$55.02
+18.3%
With the Strait of Hormuz expected to reopen, commodities such as global gas and diesel prices will remain elevated, which benefits midstream players, integrated oil companies, and US refiners due to their exposure to these commodity prices.
Thematic ETFs
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Jason Gabelman has 8 trade ideas tracked on Buzzberg across 8 tickers since April 2026. Ranked #131 on the Buzzberg Alpha leaderboard. Most covered: XLE, XOM, CVX.
