Brent crude exploding past $120 should be rocket fuel for energy stocks, but $CVE is getting torched on execution. Net margins stuck at 7.9% while oil rips? That's structural breakdown, not momentum. Hard pass. --- Iran tensions have Brent screaming above $120, but the majors can't convert it to profits. $XOM at 8.7% margins, $CVX at 6.7%, $BP at 0.7%—when oil moonshots and margins stay flat, that's a red flag, not a tailwind.

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