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Everything said about
SLB
+ Watchlist
3
Ideas · 30d
3
Episodes
4.3
Avg depth
3
Ideas · all time
The conversation · most recent first
4 JULTHE JULIA LA ROCHE SHOW · 08:30
Energy sector poised for explosive catch-up trade
"The guest argued that the energy sector is severely under-owned at just 3% of the S&P 500, setting it up for an explosive, gold-like rally as investors scramble for exposure."
Core thesis · 5/5
4 JULMACROVOICES · 04:10
Oil services as unappreciated AI plays
"The guest argued that oil services companies represent an overlooked way to play the artificial intelligence theme due to their asset control and optimization potential."
Substantive discussion · 3/5
4 JULCOMMODITY CULTURE · 09:40
Modular DLE strategy de-risks Lithium Bank
"The company's executives argued that partnering with SLB for a modular direct lithium extraction (DLE) flow sheet significantly reduces capital expenditure and execution risks for their Boardwalk project."
Core thesis · 5/5
MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION