Clearing Out The Inbox -- September 2, 2024

Locator: 48519ARCHIVES.

Stories I'll be interested in this week, or stories that simply caught my eye over the weekend.

The usual disclaimer applies and I can't guarantee the links all work; often for any number of reasons, links are wrong and/or are broken. 

The Fed:

• the Fed may have reduced inflation even more than it intended; we've talked about this before. Link here.
• Morgan Stanley saying the same thing, link here.

US gasoline prices: 

• EIA says, adjusted for inflation, US gasoline prices are about $1.70 lower today vs twelve years ago!!! Link here.Thank you Harold Hamm and Joe Biden.

Intel (INTC):

• the plan to save the company; comments are very, very helpful.  Link here.
• the plan, Reuters; exclusive. Link here.
• over at twitter, link here.
• crash and burn! Badly designed chips or are they defective? Link here.
• Intel says nothing to see here? LOL. Link here.

Portfoil Parrot: investing; twitter; new. Link here.

Nvidia (NVDA): 

• margins.
• broadening the company's focus.

AI:

• Apple, Johnny Evans. Link here.
• Open AI user count soars as Apple and Nvidia want to invest. Link here.
• Facebook's (META) Llama models are approaching 350 million downloads to date. Link here. IIRC, Mark Zuckerberg is the number 1 buyer of Nvidia's GPUs. Needs to be fact-checked.
• Amazon turns to Anthropic's AI for Alexa revamp. Link here.
• Barron's -- Apple, Nvidia may join Microsfot in funding Open AI, link here.

MSFT: its "recall uninstall option is just a bug. LOL. Link here.

Germany can't compete:

• VW weighs first-ever Germany plant closure to cut costs, link here.
• Dan Tsubouchi, link here.

Lucid:

• 2025: expensive. Link here.

Dollar General: consumers are "strapped," feeling the pain. Link here. But they can afford $100,000 EVs.

HEVs:

• the fake EVs. Simply ICE with a bit of a kick. Nothing more, nothing less. Link here.
• sales. EIA. Link here.

ERCOT: Texas -- huge natural gas demand. LOL. Predicted.

Beth:

• the GPU as a service market: will grow more than 10x by 2032.
• the damn DRAM and MU: the DRAM market surged nearly 25% q/q, in 2Q24.

BRK: sells more BofA; has now cut state by nearly 15%. Link here.

NBC: with the Summer Olympics, "hit it out of the bullpark." Link here.

Investing: stock market returns after rate cuts; link here.

Caitlin Clark: WNBA Rookie of the Year; link here.

Taylor Swift: concert tickets, start at $2,220. Can go as high as $100,000. Link here.

World Heritage Sites: Frank Lloyd Wright, six across the US, including Taliesen E and Taliesen W. Link here.

Dinosaurs:

• a new species? NY Times. Link here. Why it's important? Montana.
• for Sophia: Gorgonopsia. Link here. Gorgons.

Debunked science: from The WSJ. And folks think Trump was wrong with regard to Covid. LOL.

Tax law: companies are reaping millions. Link here. Congress put the wrong date in the tax law and haven't been able to fix it for several  years, but to a dysfunctional Congress.

Parody: link here.

Three college football games over the weekend:

• Colorado vs NDSU
• Notre Dame vs Texas A&M
• USC over LSU!!!

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Katie Ledecky In Williston, North Dakota

Book tour. Signing. At the old Williston library. The line stretched for quite some distance out the front door. That library: one of my favorite spots when growing up in Williston. When I first saw it, I was amazed. I never knew there was anything like a public library and all those books.

The other woman in the picture is my sister, Karla. 

#3 among the Carl and Ruth Oksol siblings.

Going down the Katie Ledecky rabbit hole, I ran across this:

It's hard to believe, but our middle granddaughter will be starting her freshman year at the same university Katie Ledecky attends: Stanford University. School for Olivia starts in less than two weeks.