TSLA
Tesla
-- 421.060 NVDA
NVIDIA
-- 134.700 PLTR
Palantir
-- 80.550 AMD
Advanced Micro Devices
-- 119.210 OXY
Occidental Petroleum
-- 47.130 
Confirmed with the industry that the breakeven is between 60 and 70.
$Smart Sand (SND.US)$ 60-70 is for some mature companies and oil wells. The newly built ones are above 75. Let's see how the oil price is doing.
In the usa, sand is needed to build nuclear power plants. Construction of other buildings and bridges is slowing down. Neither Old Chuan nor Old He is the main builders. Good companies but it's hard to make a profit with this oil price. If the oil price goes up, it might be worth trying.
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CFA, FRM, P-Quant。然而自己投资并不量化…个人投资观点，不代表供职的银行或客户（反正我看不到）。不提供投资建议。
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