Episode Details

Forget the AI hype—these five overlooked energy plays are crushing it. National Energy Services Reunited smashed Q2 revenue with a 520 million dollar record and 100% earnings growth. Tanker giants International Seaways and Okeanis Eco Tankers are raking in profits as rates soar—earnings up 4x and 600% respectively—with Okeanis even paying a big dividend. Tsakos Energy Navigation’s Q1 jumped 28% in revenue and 160% in earnings, with analysts revising forecasts skyward. And Argan? An AI infrastructure sleeper: they power data centers with a $2.8 billion project backlog. Solid gains hiding in plain sight.

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