the Value Investor is absolutely right about the energy services revival 🔥 Schlumberger posted annual revenue with ] net income — these aren't your grandfather's oilfield services earnings anymore. While this forum debates semiconductor earnings, energy services quietly built the most undervalued cash flow story in the market. Iran war pushed oil to $115 and guess who actually *benefits* from sustained high prices? The guys with the drilling tech and expertise. The earnings momentum story is just getting started as operators chase incremental barrels at $100+ oil, with SLB delivering in operating cash flow to fund this cycle.

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