Geopolitics Alpha

An Oil Refiner Is Beating Nvidia This Year: Analyst Thinks It Can Rally 16% More From Here

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An Oil Refiner Is Beating Nvidia This Year: Analyst Thinks It Can Rally 16% More From Here Yahoo Finance

Directly affected

  • NVDA Nvidia

    Named in this report.

Indirectly affected

  • TSM Taiwan Semiconductor

    The main advanced-chip manufacturer sits in Taiwan

  • ASML ASML

    Chipmaking-equipment sales follow export rules

  • AVGO Broadcom

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • AMD AMD

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMAT Applied Materials

    Chip-equipment makers feel export controls

  • LRCX Lam Research

    Chip-equipment makers feel export controls

  • SMH VanEck Semiconductor

    A fund of semiconductor companies

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVDA———————
TSM———————
ASML———————
AVGO———————
XOM———————
CVX———————
AMD———————
AMAT———————
LRCX———————
SMH———————

An Oil Refiner Is Beating Nvidia This Year: Analyst Thinks It Can Rally 16% More From Here TradingView

Source: TradingView

How solid the energy case looks

25 out of 100

“An Oil Refiner Is Beating Nvidia This Year: Analyst Thinks It Can Rally 16% More From Here” scores 25 out of 100. The score uses 2 sources.