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Published 15 Oct 2026, 11:32 UTC · fetched 3 Nov 2026, 13:35 UTC
Gareth Soloway
@GarethSoloway
Refiners are the new AI momentum stocks (or have been). But this will end badly. AI slowdown worries as the economy slows quickly with high rates, inflation, high gas/diesel will crush demand. Watch out. 20%-30% declines in these in the next 5 months. $MPC $VLO $PSX https://t.co/m382sdt64bView original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Awaiting manual review
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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