Elon Musk, SpaceX Could Buy Cursor -- April 21, 2026

Locator: 50582MUSK.

Colossus 2 is tracked here. 

Supercomputers are tracked here.  

Is This What Apple's New CEO Is Walking Into? April 21, 2026

Locator: 50582AAPL.

This is not an investment site:  (see blog's disclaimer).

Market cap:

• AAPL: $3.91 trillion. P/E: 34. PEG: 1.3 to 2.7. (PEG: uncomfortably high.)
• DELL:  $137 billion. P/E: 24. PEG: 0.7 to 0.9. (PEGs under 1.0 are considered best value.)

PEG: MU -- to compare -- MU, April, 2026, MU's PEG is thought to be between  0.04 and 0.12 as of April 2026, indicating the stock is significantly undervalued relative to its explosive AI-driven earnings growth. This low ratio suggests that despite a higher P/E, projected earnings growth is so high that the stock is considered "cheap 

Is this what Apple's new CEO, John Ternes, is walking into? Did Dell get it right? Did Apple get it wrong (initially)? Can Apple right the ship? The AI decisions below were CEO-level decisions. A lot of this depends on how important this subject is to end users and how Dell and Apple market their products. 

AI query: AI. This is interesting. For the last couple of years, Apple has been coming under a lot of criticism for its stumbling wiith regard to AI (Siri) but what AI is Dell using? 

Reply:

Only the "MAX" time period looks good for AAPL; the five-year and the one-year comparison (AAPL / DELL) is atrocious for AAPL.

Re-Posting -- Investing As A Hobby -- April 21, 2026

Locator: 50581BRK.

Investing as a hobby (see blog's disclaimer):  

• Global equity markets: South Korean stock market surges to new highs; US S&P 500, consecutive days of new highs, profit-taking pullbacks followed by new highs
• Jamie Dimon: has seen distressing warning signs every quarter for ten years; keeps making new highs; 111% return over five years plus 2% dividend
• BRK: has been flat since Charlie Munger died a few years ago; completely missed the AI revolution; one year return: down 7%; if one didn't know history, looks like poorly run mutual fund
• MUTHX: one-year return - up 15% over past year
• MDU: one-year return -- up 33% past year
• UNP: one-year return -- 17% 
•  AMZN - NYT (see below)
• Young investors in tech revolution beating the socks off elderly, stick-in-the-mud, investors who grew up with BRK
• Most exciting US stock market tickers, large cap:
• if one only: AAPL; n of 1; 
• if two: AMZN, AAPL; one could argue, AMZN is also n of 1; 
• if three: AMZN, AAPL, MU; MU in US n of 1; globally, "the big three": MU, Samsung, SK Hynix -- quick, raise your hand if you hold SK Hynix.
• Where to park large sums of money if one can't decide: SCHB 
• BRK-NYT-AMZN -- link here: 

 

Three New Permits; Ten Permits Renewed; Two Permits Canceled -- April 21, 2026

Locator: 50580B.

WTI: $90.03. 

Active rigs: 22.

Three new permits, #42852 - #42854, inclusive:

• Operators: BR (2); Hess
• Fields: Dimmick Lake (McKenzie County); Stanley (Mountrail County);
• Comments:
• Hess has a permit for another RS-Piepkorn well, SENE 11-155-92, to be sited 2221 FNL and 436 FEL;
• BR has permits for two permits (Clemens and Demicks Lake) in SESW 7-151-96, to be sited 438 FSL and 2081 / 2113 FWL; these permits look like they replaced two canceled permits; see below. 

Ten permits renewed:

• Foundation Energy (10): all in Billings Country; oil fields: Roosevelt, Morgan Draw, Elkhorn Ranch, and Tree Top.

Two permits canceled:

• BR (2): #39862 and #39865, Clemens and Demicks Lake, SESW 7-151-96, McKenzie County.

For Those Who Have Asked -- April 21, 2026

Locator: 50579B.

Link here. 

Link here.