| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| XLE | ×1 | LONG | MED | $55.96 | Energy | The U.S. is the top oil producer but lacks sufficient refining capacity; increasing domestic refining would reduce dependence on the Strait of Hormuz and is a wonderful investment opportunity for energy independence and supply chain security. | Apr 21 | YOUTUBE |