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

Gareth Soloway

@GarethSoloway

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Gareth Soloway@GarethSoloway

2026.10.15 11:32

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