The_Brand94
Oct 2, 12:01 AM
$ET with as long as the war has persisted, next earnings will be a beat and raise. I know project Jupiter is having some regulatory hurdles, but zoom out, it will eventually get built, Oracle isn’t their only data center agreement. Commodity prices shouldn’t affect ET as much as they do. They are fee, storage, and volume based. Exports have for LNG have only increased and especially in the ports in the Gulf. High conviction. Mispriced calls for 1 to 2 years out.
0 replies