ICE
Intercontinental Exchange Inc.
stock NYSE

For me, in the current economic, geopolitic, and tech-advancement environment….
I’d have to say my favorite “MOAT” (kidding) is the well addressed HALO moat.
High Asset / Low Obsolescence
One of my personal favorite positions in this theme right now is Valero (VLO)
Despite what others may say, the “electric vehicle” wave (at least in the US) is NOT going to displace the need for ICE fuel any time soon.
Freight rail, legacy diesel engines, planes, people who don’t want to adopt electric yet, plus many, many others…supports this market.
And the number of refineries has only been declining.
Not only are they capital intensive to build, but the regulation added on top is just a cherry.
NO ONE is building new refineries…and in fact refineries are shutting down.
But the demand is going nowhere.
I’m in since 2024…averaged down through 2024 and early 2025.
Sitting on like 120% return and an amazing dividend yield on cost.

ICE Raises the Stakes for Employers’ I-9 Compliance Failures

Regenerative braking? You don't actually make unless you have solved perpetual motion, but it's less wasteful than with ICE

"We have to believe it's possible" he said, with his back against the wall, staring down a line of ICE agents with rifles aimed at his chest.
Yeah man... I mean, technically anything's possible. But I think fascism's come home to roost. You guy's kinda missed your chance to do anything about it when you let January 6th go completely unpunished.

Nio has never dream firefly will be a great sale. Where did u get the idea? As for ES8, their pricing killed Onvo L90. They shall have price it much higher. And Nio is not BYD. There is still massive room for growth for China market given Nio position themselves as premium. Given Mercedes and BMW EV are nothing but disaster in China. Nio is position to replace many of their ICE car in China.

For me, in the current economic, geopolitic, and tech-advancement environment….
I’d have to say my favorite “MOAT” (kidding) is the well addressed HALO moat.
High Asset / Low Obsolescence
One of my personal favorite positions in this theme right now is Valero (VLO)
Despite what others may say, the “electric vehicle” wave (at least in the US) is NOT going to displace the need for ICE fuel any time soon.
Freight rail, legacy diesel engines, planes, people who don’t want to adopt electric yet, plus many, many others…supports this market.
And the number of refineries has only been declining.
Not only are they capital intensive to build, but the regulation added on top is just a cherry.
NO ONE is building new refineries…and in fact refineries are shutting down.
But the demand is going nowhere.
I’m in since 2024…averaged down through 2024 and early 2025.
Sitting on like 120% return and an amazing dividend yield on cost.

ICE Raises the Stakes for Employers’ I-9 Compliance Failures

Regenerative braking? You don't actually make unless you have solved perpetual motion, but it's less wasteful than with ICE

"We have to believe it's possible" he said, with his back against the wall, staring down a line of ICE agents with rifles aimed at his chest.
Yeah man... I mean, technically anything's possible. But I think fascism's come home to roost. You guy's kinda missed your chance to do anything about it when you let January 6th go completely unpunished.

Nio has never dream firefly will be a great sale. Where did u get the idea? As for ES8, their pricing killed Onvo L90. They shall have price it much higher. And Nio is not BYD. There is still massive room for growth for China market given Nio position themselves as premium. Given Mercedes and BMW EV are nothing but disaster in China. Nio is position to replace many of their ICE car in China.

Yeah that’s when I threaten ICE on them

Find stocks that have been beaten down, in a market sector that has 1 giant player with huge market share and the rest are just snoozing. This means that any rising competitor will have room to quickly scoop up market shares taking 2nd spot -> rapid growth in stock -> eventually may take dominant position in that sector. Most important indicator is when redditors think its shit, it's probably a good sign to invest lol.
Case 1 - Intel. Grandma guy bought in at the lows, became laughing stock of the entire internet, now his position has tripled in value and Intel still has more room to grow. While TSMC is dominating the current AI chip market, China risk is real and the AI bull run cannot solely rely on a single semi manufacturer while its neighbor is practicing land invasion maneuvers. Even if AI is dead, the world still needs better and faster compute. Intel is aggressively investing in high NA machines from ASML. Go watch a video on ASML and how insane these half a billion dollar machines are. You're telling me in an increasingly technology-dependent world, faster computer in smaller form factor has no value? Intel has ran up a lot and is pulling back, which is expected for any stock going up 100% in a month, but I'm pretty confident it still has more room to grow.
Case 2 - Rivian. I'm less bullish on RIVN than Intel, but the same principle applies. There's like 3 pure EV companies in the US and Rivian is positioned well to be in second place. Traditional ICE car companies are having a hard time reinventing themselves as EV companies. EV has not been fully realized in the US yet compared to countries like China. In the US market, the second place spot for EV company has not been claimed. It'll most likely be Chinese EV company like BYD but fortunately it was tariffs stopped that. Until Chinese EV started creeping into the US market, Rivian has a real shot of claiming that second place and scoop up the other 50% market share creating a duopoly with Tesla. However this play is risky because Rivian delivery number is shakey and that is reflected in the share price.

sure, but he can send in the marines or bomb whatever is left of their oil producing capacity.
Besides, the longer everyone is talking about Iran the longer they don't talk about the Epstein files or the latest murders conducted by ICE agents.

You think having ICE parked outside home depot may hurt sales? 🤔

Either to the moon or intergalactic ICE ie deep freeze (so really bad.)