Search

Trade Ideas (15)
Date Ticker Price Dir Speaker Thesis Source
Feb 18 $31.47
$31.47 -0.0%
N/A Finnhub News Finnhub - CTRA
Coterra Energy (CTRA) Laps the Stock Market: ...
Feb 18 $31.47
$31.47 -0.0%
N/A Finnhub News Finnhub - CTRA
Devon Energy Corp (DVN) Q4 2025 Earnings Call...
Feb 18 $31.47
$31.47 -0.0%
N/A Finnhub News Finnhub - CTRA
Devon Energy Q4 Earnings Call Highlights
Feb 18 $31.47
$31.47 -0.0%
N/A Finnhub News Finnhub - CTRA
Devon Energy Coterra All Stock Merger Reshape...
Feb 17 $31.07
$31.47 +1.3%
N/A Finnhub News Finnhub - CTRA
Devon Energy Profit, Revenue Slip Ahead of Co...
Feb 16 $31.37
$31.47 +0.3%
N/A Finnhub News Finnhub - CTRA
COTERRA ENERGY INC (NYSE:CTRA) Emerges as a P...
Feb 15 $31.37
$31.47 +0.3%
N/A Finnhub News Finnhub - CTRA
Devon Energy Bets on Scale With Coterra Acqui...
Feb 15 $31.37
$31.47 +0.3%
N/A Finnhub News Finnhub - CTRA
Devon Coterra Merger Bets On Scale Dividend G...
Feb 15 $31.37
$31.47 +0.3%
N/A Finnhub News Finnhub - CTRA
Is Coterra Energy Inc. (CTRA) One of the High...
Feb 13 $31.37
$31.47 +0.3%
LONG Laura Davison
Washington Bureau Chief
"Taiwan is pledging to buy $44 billion of U.S. energy." This pledge represents a massive, government-mandated demand injection for US energy exporters. Unlike the vague chip investment promises, the energy purchase commitment is explicitly cited as part of the finalized deal, directly benefiting large-cap US producers and LNG exporters. LONG US Energy majors and exporters to capture the revenue from this $44B commitment. Trump reneging on the deal or imposing new tariffs that void the purchase agreements. Bloomberg Markets
Taiwan, US Sign Trade Pact
Feb 12 $30.78
$31.47 +2.2%
N/A Finnhub News Finnhub - CTRA
Coterra Energy (CTRA) Sees a More Significant...
Feb 12 $30.78
$31.47 +2.2%
N/A Finnhub News Finnhub - CTRA
Devon Energy Merger With Coterra And Move To ...
Feb 12 $30.78
$31.47 +2.2%
N/A Finnhub News Finnhub - CTRA
Coterra Devon Merger Aims For Scale Synergies...
Feb 11 $31.65
$31.47 -0.6%
LONG Doug Burgum
Secretary (Implied Energy/Interior/State Role)
Burgum emphasizes "picking reliable, affordable nationally-secure sources" to meet the needs of "industry and what we need for AI," while rejecting "intermittent" sources. "Reliable" and "Nationally-secure" are code for domestic fossil fuels (Oil, Gas, Coal). If offshore wind (a major planned source of future capacity) is subtracted from the grid, the massive power demand from AI data centers must be met by dispatchable thermal energy. Long US Oil majors (XOM, CVX), E&Ps (DVN, CTRA), and Coal (BTU, CEIX) as the beneficiaries of the "baseload" pivot. A sudden breakthrough in battery storage technology making solar/onshore wind fully dispatchable. Bloomberg Markets
Offshore Wind Farms Are Security Risks, Burgu...
Feb 07 $30.66
$31.47 +2.6%
LONG Tom Jorden
Chairman & CEO, Coterra Energy
Coterra and Devon Energy are merging to create a top-tier energy producer. * Data Center Demand: Natural Gas is the "top of the stack" for powering AI data centers because it is reliable and dispatchable (unlike wind/solar). * Scale: The combined company will have the balance sheet to be an "investment grade" supplier that tech giants require. Credit rating agencies have placed them on positive watch. CNBC
Mad Money 02/06/26 | Audio Only