Locator: 46958B.
Updates
Later: this is what caused the market to plummet -- oh, give me a break.
Original Post
Reuter's tech, ARM, AMD, and Microsoft (ARM, AMD, MSFT):
Tech: most interesting development -- QCOM back in favor? Wasn't it less than a year ago and folks were concerned about QCOM / AAPL story. Now, MSFT / QCOM. Wow. On a down day for the market yesterday, up 1.22%; up $2 / share. In pre-market trading today, up a bit again. Microsoft says its upcoming Windows laptops with Qualcom processors will be faster than MacBook M3 laptops.
Time for a deep-dive with regard to Qualcom? Link here.
Tech: but there's a bigger story with regard to Microsoft / Qualcom. Did anyone catch it?
Tech: today's it's Samsung -- US CHIPS Act -- Samsung, $6.6 billion -- Taylor, Texas -- Texas' silicon valley -- northeast of Austin.
Streaming: PARA. What a debacle for BRK. Search the blog, Paramount. I wasn't following the market yesterday. Completely missed this. I knew PARA was in trouble, doing badly, but I had no idea it was this bad, dropping almost 8% yesterday; down 50% in past year. Of course, the driver yesterday was the Motley Fool story on BRK / Paramount.
Energy: crude oil -- higher for longer. Doesn't get much press, does it? And yet ....
Oil: it's simply hard for me to believe we won't see incredible earnings headlines for the oil majors this quarter but one never knows.
Mideast peace? Yes, as noted yesterday, it seems the IDF ... well, to paraphrase Mark Twain, the news that Netanyahu was pivoting on Rafah was greatly exaggerated.
Mixed estimates, but this source suggests Hamas still has four battalions in Rafah. Elsewhere, I've seen numbers as high as six battalions in Rafah. Hamas:
- strength: 30,000
- five brigades (each led by a BG-equivalent)
- 24 battalions (each led by a colonel-equivalent)
- 140 companies (leach ed by a junior-grade officer)
Personal investing:
- sold most of my MCD holdings;
- completed my VZ investment goal
- rest of month, most new money, add to CAT position, by rule
- added to QCOMposition based on recent news
- no recommendation
- see disclaimer
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Back to the Bakken
WTI: $86.59.
Wednesday, April 10, 2024: 17 for the month; 17 for the quarter, 216 for the year
38011, conf, BR, CCU Plymouuth 34-29MBH,
37484, conf, SOGC, Saetz Federal 5-36H,
35076, conf, Oasis, Slagle 5101 43-12 6B,
35075, conf, Oasis, Slagle 5101 43-12 5B,
20860, conf, Petro-Hunt, Hartman 144-97-5A-8-1HR,
39782, conf, CLR, Thorvald 6-6H,
37471, conf, SOGC, Saetz Federal 4-36H,
RBN Energy: navigating the permitting hurdles in a race to build the next deepwater crude oil export project.
The deepwater crude oil export projects under development along the U.S. Gulf Coast offer a number of potential benefits to shippers and customers alike. These include the ability to fully load a Very Large Crude Carrier (VLCC) and the economies of scale that come with that, the elimination of reverse lightering and the corresponding decrease in emissions, and freed-up access on congested ship channels for other exports such as NGLs, refined products and clean ammonia. So, given all the potential upside, why hasn’t anyone fully committed to building one? In today’s RBN blog, we focus on the obstacles faced by deepwater export facilities and where each of the projects under development is in the permitting process.
Maybe on should invest in Nuke or Coal to Satisfy the Need for Electric power for AI. don. https://www.wsj.com/tech/ai/artificial-intelligences-insatiable-energy-needs-not-sustainable-arm-ceo-says-a11218c9
ReplyDeleteAbsolutely correct; agree 1000%. Having said that, a) the solar and wind experience in Texas is incredible; and, b) natural gas market taught me a lot about coal.
DeleteA decade ago, I worried about global economies "running out" of energy within my lifetime. It is now clear that "we" will never run out of energy. The only question is the energy du jour and that will depend almost completely on government mandates, policies, picking winners and losers.