Alright, I’m starting to load up on Expand Energy (EXE). It’s the combo of Chesapeake + Southwestern, now the biggest natural gas player in the U.S.
Between the AI/data-center bo-m and growing LNG exports, gas demand looks for the next few years. Plus, they’ve got a $1B buyback going and are cutting costs fast.
Feels like the market’s sleeping on how much cash this thing can throw off. If gas prices pop, this could move big.
Anyone else watching EXE or already holding?