I think I'm gonna sell half of my $DFEN (-1,19%) (bought at €22.44 in Nov 2023) and rotate into these, betting on a ceasefire and supply chain recovery:
- $GNK (+0,18%) – Bulk rates exploding + lower oil prices = massive margins.
- $LYB (-0,98%) – US natural gas feedstock advantage over Gulf oil.
- $DAR (-0,04%) – Decoupling from fossil fuels through local bio-feedstock & circularity.
- $AI (+0,23%) – Critical infrastructure & hydrogen resilience for European heavy industry.
