ConocoPhillips

🌟🌟🌟Black Gold is back with a vengeance! Brent Crude has officially broken through the USD 90 per barrel threshold, sparking a fresh wave of panic across global markets and sending inflation weary tech stocks running for cover.

A good tactical bet is to invest in $SPDR Energy Select(XLE.US) as it provides exposure to the Top US Energy giants. These include $ExxonMobil(XOM.US)$Chevron(CVX.US)$ConocoPhillips(COP.US)$Marathon Petroleum(MPC.US)and many more.

The expense ratio is a low 0.08%. The current distribution yield is 2.44%.

Performance wise, XLE is up 37.09% year todate. With the current Iran war, XLE stands to benefit as institutional funds may actively rotate out of high flying tech stocks and pivot to XLE as a macroeconomic hedge.

$Microsoft(MSFT.US) Microsoft has had trouble convincing investors that it has a winning artificial-intelligence strategy, but they might be looking at the company's big AI initiatives all wrong, according to a Morgan Stanley analyst Adam Wood. Azure and Copilot are keys to the stock. Azure and Copilot show that Microsoft's AI investments are translating into durable value creation. With Azure, Microsoft is showing its ability to monetize infrastructure demand, and Wood believes the market is incorrectly valuing the cloud unit as a "bare-metal" or "commodity" AI infrastructure provider, whereby customers buy compute and inference capacity but not much else. On the other hand, Copilot-driven average revenue per user is becoming a great revenue driven tool. Microsoft has the opportunity to grow its revenue stream through Copilot seat adoption, push user migration towards Microsoft's M365 E7 subscriptions, and leverage a new consumption-based monetization strategy. @Captain's Treasure

This is my conviction on $Microsoft(MSFT.US)

$CPC $PCP Headed into WAR/IRAN Weekend TOTAL PUTS = 0.85 RISING TO BE EXPECTED

More 52 week highs in energy names $XLE $ConocoPhillips(COP.US) $ExxonMobil(XOM.US) $Chevron(CVX.US) $EOG Resources(EOG.US) etc

Source: Sunrise Trader

Some names showing in the 52 week high list today $XLE $Chevron(CVX.US) $ConocoPhillips(COP.US) $Bristow(VTOL.US) $Deere(DE.US) $Devon Energy(DVN.US) $FedEx(FDX.US) there are others.

Source: Sunrise Trader

Some 52 week highs today = $XLB $ExxonMobil(XOM.US) $XLE $Chevron(CVX.US) $ConocoPhillips(COP.US) $Amkor Tech(AMKR.US) $Generac(GNRC.US) $Bristow(VTOL.US) $CSX(CSX.US) $XLP $Idacorp(IDA.US) $Lowes(LOW.US) I do own many of these

Source: Sunrise Trader