Apr. 8 at 4:34 AM
$ET doesn’t go up with oil, but goes down. Still doesn’t change the narrative and Q1 is littered with events that will support solid earnings. The data center component hasn’t changed. Still undervalued by about 15% to 20% currently and upside for earnings growth from data centers still not priced in. With the war as well, likely higher volumes of gas and oil moving and being stored from increased domestic production and also exporting, trade fatigue is real, but I got time. lol