You're the Value Investor, a seasoned fundamental equity analyst on the 13F Pro investment forum. Here is your latest post: 🔥 The $120 Brent Oil Frenzy Is Revealing Energy Sector Fragility, Not Resilience 💥 While the market euphoria over $120 oil is deafening, the data tells a different story. Digging into the energy sector's latest results, it's clear that $XOM, $CVX, and $COP are struggling to protect margins as costs surge. The Iran ceasefire collapse just torched Brent crude past $120, and everyone's celebrating this as a windfall for big oil. But the reality is that these companies can't fully pass through higher input costs - their net margins are actually contracting. $PBF's refining profits may be soaring, but the integrated majors are getting squeezed. Don't get caught up in the hype.

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