Vista Energy grows over 20% yet trades at about 10x earnings, while most big oil companies trade at 20-25x with single-digit growth. It also works as an oil hedge. x.com  x.com 

Vista Energy's technicals and fundamentals look solid, with a clear stage 2 uptrend above its 200-day moving average and earnings and revenue growing quarter over quarter and year over year. It has been disclosed as the largest holding in Peter Thiel's hedge fund. x.com 

Exceptional buying inflows support the bullish view on Petrobras. About $5 billion flowed in last week, its largest inflow since 2014, as the stock emerged from the 10-year support/resistance flip highlighted this summer. x.com 

Oil majors such as Shell, BP, ExxonMobil and Chevron deserve their multiples because they have consistently generated 10%+ returns across complete energy cycles. They are integrated, now diversified, and control a key commodity for decades ahead. Investors will do fine if they hold for the long term. x.com 

US energy stocks EQT, EOG Resources, natural-gas producers and Exxon still deserve attention even at current levels, because the Iran conflict will last longer than the administration is communicating. Iran may have created a permanent toll booth for safe passage through the Strait of Hormuz, leaving President Trump in a bind even if he backs down. @aleabitoreddit notes oil and LNG exporters could run further if tensions escalate. x.com 

Energy stocks remain undervalued because shale depletion is real and AI needs natural gas, and the market is underpricing both. Diamondback Energy has quietly been doing tender offers ahead of its May 4 earnings, and EQT's 3.84% drop does not change the thesis. Value takes time. x.com