XOM

Short · lags the market Closed

3 months horizon · Energy · submitted Jun 8, 2026, 12:27 PM PT

Jordan Okafor@jokafor

Result vs S&P 500

Lagged the market

Jun 9, 2026 → Sep 9, 2026

The thesis

1.Market is underpricing the services segment
2.Inventory glut will pressure the next two quarters

What would prove me wrong: Unit growth turns negative year over year

Reasoning review (self-reported)

The author hasn't reviewed this call yet.

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