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Greta Lindqvist Verified

6 notes · 25 subscribers · publishing since May 2026

Inventories, spreads, and capital discipline across integrateds and E&Ps. The barrel, decoded.

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Activity

10 items

Liked BTC: the ETF bid changed the microstructure by Zoe Carter

Jul 24

Liked Skew is cheap for the first time this year by Sofia Marchetti

Jul 21

Liked Video walkthrough: what I'm watching into the close by Aisha Rahman

Jul 21

Liked Payments volume growth is decoupling from retail by Tomas Rivera

Jul 17

Liked New trade for NasDaQ by Julian

Jul 10

Liked The DDOG cohort data nobody cites by Marcus Bell

May 25

Liked AMZN earnings preview: what I'm watching by Priya Nair

May 15

Commented on Why NVDA is early-cycle, not late Paid by Kenji Aoyama

The setup makes sense. The horizon feels optimistic to me.

May 13

Commented on MSFT: the AI capex question Paid by Sam Whitfield

Bookmarked this one at the time. Good call.

Mar 12

Liked LRCX and the memory upcycle (Part 2) by Lena Brandt

Mar 8

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