Apple And Sempra -- October 18, 2024

Locator: 48617INV.

Apple, link here. Absolutely not on my bingo card.

SRE: one of my biggest holdings, but completely forgot about it. Maybe more on this later. Incredible for a utility. Nuclear is getting all the press lately, but it's going to be the utilities that thrive, and natural gas will be the bridge. Earliest we could see SM(nuclear)Rs making a dent: 2030. That's five years of waiting around.

Perhaps one of my favorite holdings: RACE. Also this, link here. Ferrari's $4-million F80 to be the "ultimate collector's piece." I assume it's already "sold out." First hypercar in eleven years. And get this: a hybrid -- a hybrid powertrain that combines a V6 turbo engine and three electric motors; nearly 1200 hp when the ICE pairs with the EV powertrain -- making it the most powerful Ferrari ever.