I started blogging about 3:00 a.m. local time this morning. I need to take a break -- it's 6:14 a.m. local time.
Sunday, October 25, 2026
How Are Intel Shipments Doing? October 25, 2026
Locator: 52031INTEL.
Link here. Link: https://share.google/aimode/J4Mrynrp00qAgqGpu.
Interesting URL (last three letters -- these URLs are randomly generated).
Apple iPhone Duo Update -- October 25, 2026
Locator: 52030IPHONEDUO.
Query: where are the bottlenecks -- China, India, or the US? This is quite surprising. For the DUO the problem is not component supply. It's quality control.
Link here. Link: https://share.google/aimode/dkxtxbxbRfLItX1RW. Final assembly process is in China and they're only able to produce "one hundred per day"???? with many, many near-final products scrapped due to defects????
Query: has there been any Apple product ever that has had its online orders pushed out this long -- this is late October and online orders are being pushed out to the end of January, more than three months from now?
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Apple iPhone Duo Over The Weekend
Electric Rates By State -- August, 2026, Data -- Posted October 25, 2026 -- IN PROGRESS
Locator: 52029ARCHIVES.
Usual disclaimer applies: typographical errors and content errors likely. I go through the report quickly.
By state.
Holy mackerel: North Dakota really stands out this time! Then Louisiana -- only two states with a 9-handle or less. North Dakota drops to 8.91 cents. Holy mackerel.
- the New England states at 24.41 cents on average
- California at 28.88 cents
- most everyone else in the low teens but that 8.91 really, really stands out
All sectors: only two states with a single digit rate: North Dakota, 8.91 cents; Louisiana, 9.86 cents.
- North Dakota: up from 8.38 a year ago
- New Mexico: down from 10.38 a year ago
- Louisiana: up from 9.73 a year ago
Residential:
only eight states with a 13-handle or less -- North Dakota, Tennessee, Idaho, Kentucky. BUT, Louisiana with a 12-handle.
- Nevada: 12.72 vs 12.54 last year
- Louisiana: 12.87 vs 12.55 last year
- North Dakota: 13.31 vs 12.97 last year -- in line with inflation rate at 2.6% y/y
- Utah: 13.31 vs 13.62 last year
- Tennessee: 13.42 vs 13.09 last year
- Idaho: 13.37 vs 12.08 last year
- Nebraska: 13.54 vs 12.80 last year
- Kentucky: 13.80 vs 13.10 last year
Industrial: California with a 24-handle vs so many states well below 10 cents. NY state is at 10.54 vs 10.20 last year. Others of note:
- New Mexico: 5.08 vs 6.37 last year (very little industry; lots of coal?); obviously an outlier
- Tennessee: 6.92 vs 6.85 last year
- South Carolina: 7.88 vs 7.21 last year
The big LCD states, industrial:
- Virginia: 9.98 vs 9.40 last year
- Ohio: 9.75 vs 8.47
- Texas: 7.21 vs 6.42 last year
The big LCD states, residential:
- Virginia: 17.64 vs 15.85 last year
- Ohio: 19.38 vs 17.55 last year
- Texas: 15.91 vs 15.40 last year
The big LCD states, overall:
- Virginia: 13.15 vs 11.54 last year
- Ohio: 13.93 vs 12.67 last year
- Texas: 11.23 vs 10.42 last year
The wind state: residential:
- Iowa: 17.06 vs 15.48 last year.
Clearing Off The Desk And Enjoying A Good Cup Of Coffee -- October 25, 2026
Locator: 52029ARCHIVES.
The global-geo-political spectrum just got a whole lot more interesting: President Trump --> Elon Musk --> Ukraine/Russia.
Hamas: says it's ready to "re-do" another "October 7th." That's who we're dealing with here, folks. Their mother-ship was soon to have a deliverable nuclear weapon until temporarily delayed. Tea leaves suggest that program will be re-started in 2030 if not sooner.
For all the grief the current administration gets, one should go back and look at these administrations with an unbiased eye:
- Bush II: first lost decade.
- Obama: second lost decade, but even worse than that.
- Biden: among all presidents, America's biggest embarrassment?
Six links to consider:
- pipelines coming into Texas refineries -- link here.
- Audi - US -- link here.
- renewable energy in Europe: flashback -- link here.
- Sophia -- link here.
- Nvidia: flashback -- link here.
Stanford University: politics -- link here. Link: https://share.google/aimode/DcN1jxUqc4nn4HVvj.
Iran: out of oil -- link here. Link: https://www.wsj.com/world/middle-east/irans-fleet-of-shadow-tankers-has-run-out-of-oil-after-monthslong-u-s-blockade-0822b050?mod=e2tw.
Movie review: 1971 scandalous -- now respectable -- link here.
Another movie review: Dorian Gray -- link here. Link: https://share.google/aimode/n3t4r8wsUjnQNT2In.
GM / magnets: previously posted -- must read. Link here.
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Apple iPhone Duo Over The Weekend
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