#tortoisecapital
Present Buy Opportunities Across Sector #RobThummel #tortoisecapital discusses the huge impact the U.S.Iran war has had on the global energy trade as crude oil, diesel and jet fuel supplies deplete Companies like #ValeroEnergy #VLO #Phillips66 #PSX and #MarathonPetroleum #MPC youtu.be/b2F_b9wR52k
Lasting Energy Chokeholds Present Buy Opportunities Across Sector
YouTube video by Schwab Network
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September 3, 2026 at 1:49 PM
#RobThummel #tortoisecapital #ryanshrout #signal65 says the move from training to inference will increase the demand for memory. Notable memory stocks #Sandisk (SNDK) and
#WesternDigital (WDC) are under pressure following their latest earnings youtu.be/IGS0N1XVqvE
Memory Demand & SNDK Earnings in Focus
YouTube video by Schwab Network
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August 6, 2026 at 10:16 PM
#JohnDeal #thepostoakgroup and #BrianKessens #tortoisecapital discuss the outlook for crude oil as the U.S. strikes Iran for the ninth day in a row. Brian believes oil prices could exceed $100 per barrel soon. . youtu.be/b1sSHTb2iIU
Crude Oil Back to $100? Pricing Outlook as U.S.-Iran War Continues
YouTube video by Schwab Network
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July 21, 2026 at 3:23 PM