- Entry
- $151.83
- Final
- $151.98 +0.1%
- Target
- —
- Score
- +0.01
So I’ve been glued to my portfolio since Feb 28 and honestly the market rotation has been wild to watch in real time. $XOM, $CVX, $OXY just kept going up while everything else bled. Makes sense because Hormuz handles 20% of global oil supply and it’s basically shut. Brent up 28% in a week. The energy trade was obvious in hindsight but most people I know missed it completely. And don’t get me wrong but defense is the quiet winner …
— ORIGINAL POST ·
The Iran war didn’t just change politics. It completely reshuffled the entire market and most people are still sleeping on it.
· r/stocks
· Mar 18, 2026