Tuesday, July 21, 2026

Permian Gas -- A Nice Problem To Have? An Update -- July 21, 2026

Locator: 51217PERMIAN.

Link here

Even in Texas, the companies can't build pipelines fast enough. 

US natural gas exports: US LNG exports

On A Day It Took Real Work To Lose Money; Resting On Laurels -- July 21, 2026

Locator: 51216BRKB.

The market:

BRK-B today:

EVs -- The Day The Music Stopped -- Seniors Don't Like EVs? July 21, 2026

Locator: 51215EVS.

Apparently rich seniors haven't  been enamored with EVs. 

Yesterday something caught my attention and I posted headlines regarding EVs that were making the news back in 2024. See below. How times have changed. Today, this headline (link here): 

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Posted Yesterday
 

2024: Remember when the current CEO Mary Barra said that EVs would be profitable by 2030 and that the company would phase, by 2035, the ICEs for the vehicles most of us buy. This target was first established in 2021 and reaffirmed in late 2024.

Micron (MU) -- Up 13% Today; Up $111/Share Today -- And Yet Still Well Below Its All-Time High -- July 21, 2026

Locator: 51214MICRON.

"You can howl at the wind, but AI is here to stay." A great example of buying on the dip.  


 

AMD -- July 21, 2026

Locator: 51213AMD.

AMD: Was there news that AMD might have a new major customer?

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