"I think Schlumberger and other oilfield-services names are structurally durable beneficiaries of an extended oil shock and should be considered for exposure alongside broader E&P names."
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"I think Schlumberger and other oilfield-services names are structurally durable beneficiaries of an extended oil shock and should be considered for exposure alongside broader E&P names."
"I favor SLB among service providers because global oilfield services exposure should be more stable than levered upstream names if production restarts lag after disruptions."
"I'm bullish on SLB into its upcoming earnings (~22 days) and have bought long calls and sold put spreads because the stock was depressed by a revenue pre-announcement tied to Iran exposure and could gap higher if Strait of Hormuz/ Middle East headlines calm."