Camp 1: "US Energy Dominance" (Bullish equities + oil)
- @DarkWireIntel: "Venezuela + Hormuz = US controls global oil supply is the bull case"
- @GmOrr9000: "Play it out. China has enormous reserves. US is net exporter. Let's wait 3 months with Hormuz closed."
- Reddit WSB: "Israel strikes Beirut, oil CRASHES 16%. Make it make sense." — market pricing US control narrative, not chaos
- Reddit: Someone read 98 S&P 500 10-Ks — "banks are way more exposed than oil companies" to the war. Energy…