Energy Stock : What happens in US ?
Hi everyone.
About my stock picks, i adapted my strategy in regard to Trump's policy. I bet on 3 sectors :
- Technology : i sold my Nvidia stock to take some from other AI tech companies and profit the bound. I consider in the new AI market, Nvidia as too expensive. They will lose its strong point : high mergin.
- Financial : Of course, Financial companies got very very good earnings, and Trump has not deregulated the market yet. So that could be the year of finance services.
- Energy : It's tricky. I make a big difference between oil and gas. Trumps wants Oil price fall by flooding the world with US oil. For me, this is the worst for Oil companies. They make money, not with quantity, but with the high price. But, i got an opposite position about gas. Today, the demand is higher and higher. Europe wants to be independant from russian gas. Moreover, Gas could be the best energy for AI industries, because Nuclear is too complicated to develop in short and middle term.
My doubt is why the energy stock look very unstable. I bet on Cheniere, Kinder Morgan and Exe, but the stock is very volatile. I lost 10% on cheniere.
Some trouble about Trump's energy policy in US ?