u/burner456987123 5.0 1 idea

The author questions the rationality of selling energy stocks based on thin, unverified news (e.g., Trump posts, Iranian statements) that cause large market swings. If the upcoming speech does not escalate the conflict as feared, the recent dip in energy stocks (implied by the post) could be seen as an overreaction, presenting a potential long entry. Conversely, a hawkish speech could validate the sell-off. The post suggests monitoring the geopolitical catalyst (Trump's speech) for clarity before acting on energy stocks, which are currently volatile on news flow. The speech could indeed escalate tensions, justifying the sell-off. Alternatively, it could be entirely uneventful, leaving the market directionless. News volatility remains high.