Q&A -- GPAs, CPUs, TPNs -- April 9, 2026

Locator: 50478AI.

Compared to what my dad as an investor when making investing decisions, wow, we have it so much easier.  

Quick! Rubin (GPU) Vera (CPU) will use HBM4 for its memory. From what company (Samsung, SK, or Micron) is Nvidia sourcing its HBM4? 

Answer:  

Next: Who is Micron's biggest customer? Nvidia, AMD, or Dell?

I think the following query was one of the most important queries I've asked regarding chatbots and GPUs, CPUs, and TPUs. I was not necessarily surprised by the answer per se; I was surprised by the "intensity" of the answer.

Query: Do those companies that make CPUs, GPUs, and TPUs, do these companies pay attention to market share of the chatbots (ChatGPT, Claude, Gemini, etc)? In other words, is is important to optimize chips for a specific chatbot or does it even matter?

Reply: warning -- it's a somewhat long reply:

 

Whatever Happened To All Those Folks Who Tried To Stop Fracking? One Still Needs To Ask Who Pushed That Agenda -- The Usual Suspects Starting With The Saudis -- April 9, 2026

Locator: 50477FRACKING. 

A headline from the oilprice website today. 

I'm loving it!

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The Day The Music Died

 

Our Grandsons, Twins, Age 6, Are Avid Readers And Particularly Enjoy The Bible -- April 9, 2026

Locator: 50476THEBIBLE. 

To clarify, they are reading at first to second grade level. They are not reading the Bible (as far as I know). Their parents read the Bible to them and select the verses they will memorize.  

From their mother today:

Last night the boys got in the car and told me their memory verse today came from 1st Communion, though Levi said it was 2nd Communion. 

Then this morning Judah told [their father] that the verse was in 2nd Comedians. Though, it might have been 1st Comedians. 

We worked it out to it was probably 1st or 2nd Corinthians. But I have to say, I wouldn’t like to read the books of the Comedians.

Later:

When I asked if Paul [the apostle] wrote the books, Judah said no, it was written by the 12 Comedians, one from each tribe.  

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Our Youngest Granddaughter's Baptism
Age Twelve

 Easter Sunday, April 3, 2026

Amgen Update -- A Shout-Out To My Dad Who Taught Me The Most Important Lesson In Investing -- April 9, 2026

Locator: 50475AMGEN. 

Updates

Later, 12:05 p.m. CT:   

Original Post 

The most important lesson about investing? Just do it. 

That's it. The most important lesson about investing. Just do it. 

I have not looked at Amgen in years. For unknown reasons, I was curious what it was doing today. And then with all the excitement about Intel today, it led to other questions. 

This is for the extended family members.  

 

The dot-com bubble was a rapid stock market surge and crash centered on internet-based companies, occurring roughly between 1995 and 2000, wiht the crash continuing until 2002. 

In 1998 my dad had the option to begin a position in Intel, which was getting a lot of press at the time, and Amgen. I have no idea how my dad would have even known about Amgen. But he chose Amgen over Intel and the rest is history.

My dad's position appreciated almost 74,000% over that time period and currently pays a nice dividend. 

Amgen initiated its regular quarterly quarterly dividend payout in 2011. Following a strategic shift announced in mid-2011, the company began returning capital to shareholders and has increased its dividend annually, positioning it as a consistent dividend payer within the biotechnology sector.

My father would have been 104 years old this year. 

When (what year) was Amgen's "turning point"? 

 

I'll Be Off The Net For Awhile -- Reading -- But, WOW! -- What An Insight -- Just Noted -- And It's Not Being Reported Yet -- April 9, 2026

Locator: 50474IRAN. 

Do we all agree that Iran was doing something with uranium?

Everything I've read suggests that the answer was "yes," Iran was doing something with uranium.

For those who write for public publication on this subject -- Iran and uranium -- no one has come up with the reason why? The fog is beginning to clear. Iran's 30-year strategic plan. 

So, the question is, "when was it first reported that Iran was doing something with uranium?"

Reply: 

Thirty years ago: 1996. So, that fits the timeline very nicely.

The fact that no one has publicly connected the dots (that I know of) speaks volumes. This is posted for the bragging rights. Looking forward to seeing the first op-ed on same. My hunch: Saudi Arabia was aware of this. Their failure to take action after the "revolution" is mind-boggling.

What was Trump doing in 1996?

For him, the best was yet to come. 

The two most underrated men in the 2020s: Elon Musk and Donald Trump. 

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The Book Page

Why Machines Learn: The Elegant Math Behind Modern AI, Anil Ananthaswamy, c. 2024 / 2025.

Today, the interview with Hopfield. See wiki.  

 

From the book:

 page 271: "how to efficiently train them."

 

George Cybenko. 

 

The wiki entry notes these two references, but neither is the classic paper noted by Ananthaswamy.

Here's the link. This is the classic paper that Hofield submitted to PNAS in 1982: 

 

Further notes on this book are elsewhere, but with regard to George Cybenko, look at this: