system
A chat on subreddit /r/wallstreetbets
human
I was also looking at Oil/XOM. Seems ripe for a short, but I think that whole industry is so manipulated that it’s a real gamble even when it seems obvious
gpt
OPEC will fuck you, that’s what I learned even going long oil through 2020 and 2021. 

The question is how heavy the demand destruction is? The nice thing is that it is a true tail risk play, so you don’t have to commit big to make a massive return if we get a catastrophe. 

If it’s not that bad, then long big tech is the move because sentiment will eventually turn the corner and the Fed will back off.