Locator: 47998DUOLINGO.
I reached the pinnacle over at Duolingo (Spanish) -- well, sort of. And it will last barely a day.
I reached #1 in the "Amethyst League."
This October, 2024, I will have four years of not missing one day of Duolingo from the day Sophia and I started, if I keep my current streak going.
Locator: 47997APPLE.
This is where everything coming out of Apple's WWDC will be tracked. This event was truly revolutionary. It was the real deal. It was huge.
*******************************
WWDC 2024
June 11, 2024: holy mackerel -- being reported after market close, Elon Musk will drop suit against Sam Altman, OpenAI. Link here.
June 11, 2024: holy mackerel -- AAPL surges. Hits all-time high. Trades well above $200.
June 10, 2024:
Everything Apple killed today (see thread linked above):
***********************
Earlier Today During The Keynote Presentation
Locator: 47995TECH.
Updates
Later, 2:15 p.m. CDT: for the record, my wife is non-plussed. She doesn't trust anyone.
Later, 1:44 p.m. CDT:
presentation ends. AAPL shares down $3.20; down 1.63%. That's fine.
Typical. Didn't test $190 (at least not yet) which was the big fear.
Later, 1:43 p.m. CDT: looks like Tim is finishing up. Apple Intelligence is the new big "feature." Big partner: OpenAI / ChatGPT.
Later, 1:42 p.m. CDT:
Siri will use ChatGPT / OpenIA (with your permission) to do whatever
ChatGPT already does --- without opening a ChatGPT account. Current
ChatGPT subscribers will have access to their current ChatGPT account.
Everybody wins. This is a biggie. I've talked about it before. Apple Intelligence. Personal intelligence and absolutely private. iPad Pro, as well as new iOS for the Mac and OS for the iPhone.
Later, 1:31 p.m. CDT: Holy mackerel -- now at the one-hour-thirty-one-minute mark.
Later, 1:24 p.m. CDT:
AAPL shares down almost 2%; typical for all Apple presentations.
Comments later. Again, this suggests analysts don't understand the
"purpose" of the WWDC.
Later, 1:03 p.m. CDT: huge
updates. Calculator. iPhone mirroring. Notes. Wow. Buries "Grammarly."
Wow, wow, wow -- Apple took the very opposite "view" of Microsoft's
"Backlash" app. Amazing. The divergence. Private cloud compute! A brand
new standard for privacy. Just the opposite of Microsoft's "Backlash."
Holy mackerel, going long. Well past the one-hour mark and now really
getting exciting.
Original Post
Everything in the market is now becoming personal: Elon Musk, Tim Cook, Huang Jensen, Sam Altman --
... Tim Cook knows that -- not as good a marketer as Steve Jobs but ... where Steve Jobs refused to share the stage with anyone, Tim Cook knows the value of partnerships ....
So, the betting: Sam Altman showing up on stage today:
__ no, won't happen
__ yes, will happen within 15 minutes
__ yes, will happen but will come later in the presentation
*******************************
Also, Earlier Today
Locator: 47994TECH.
Updates
Later, 3:00 p.m. CDT: how big is this! AAPL is down three or four dollars today and
yet the S&P 500 is going to close at a record high ... and that
close will be comfortably greater than the previous high ... closing at
5,361 vs 5,344 previously. NASDAQ also closed at a record high. The
Dow did not hit a new 52-week high, but it did close in the green. So,
all three major indices closed higher today, and two set new 52-week
highs.
Locator: 47996FED.
Best quote so far today: "The Fed is beginning to 'overstay' its welcome. Time to move (on)."
Apple WWDC: I have no problem with AAPL's volatility today, but listening to the comments by the analysts, I'm wondering if they watched the whole presentation. Live blog.
AVGO: after the close today --
*******************************
Back to the Bakken
WTI: $78.08.
Active rigs: 34.
Three new permits, #40820 - #40822, inclusive:
****************************************************
Disclaimer Briefly
Reminder:
Locator: 47995TECH.
Updates
Later, 2:15 p.m. CDT: for the record, my wife is non-plussed. She doesn't trust anyone.
Later, 1:44 p.m. CDT: presentation ends. AAPL shares down $3.20; down 1.63%. That's fine. Typical. Didn't test $190 (at least not yet) which was the big fear.
Later, 1:43 p.m. CDT: looks like Tim is finishing up. Apple Intelligence is the new big "feature." Big partner: OpenAI / ChatGPT.
Later, 1:42 p.m. CDT: Siri will use ChatGPT / OpenIA (with your permission) to do whatever ChatGPT already does --- without opening a ChatGPT account. Current ChatGPT subscribers will have access to their current ChatGPT account. Everybody wins. This is a biggie. I've talked about it before. Apple Intelligence. Personal intelligence and absolutely private. iPad Pro, as well as new iOS for the Mac and OS for the iPhone.
Later, 1:31 p.m. CDT: Holy mackerel -- now at the one-hour-thirty-one-minute mark.
Later, 1:24 p.m. CDT: AAPL shares down almost 2%; typical for all Apple presentations. Comments later. Again, this suggests analysts don't understand the "purpose" of the WWDC.
Later, 1:03 p.m. CDT: huge updates. Calculator. iPhone mirroring. Notes. Wow. Buries "Grammarly." Wow, wow, wow -- Apple took the very opposite "view" of Microsoft's "Backlash" app. Amazing. The divergence. Private cloud compute! A brand new standard for privacy. Just the opposite of Microsoft's "Backlash." Holy mackerel, going long. Well past the one-hour mark and now really getting exciting.
Original Post
Everything in the market is now becoming personal: Elon Musk, Tim Cook, Huang Jensen, Sam Altman --
... Tim Cook knows that -- not as good a marketer as Steve Jobs but ... where Steve Jobs refused to share the stage with anyone, Tim Cook knows the value of partnerships ....
So, the betting: Sam Altman showing up on stage today:
__ no, won't happen
__ yes, will happen within 15 minutes
__ yes, will happen but will come later in the presentation
Locator: 47994TECH.
Updates
Later, 8:43 p.m. CDT: link here.
Later, 3:00 p.m. CDT: how big is this! AAPL is down three or four dollars today and yet the S&P 500 is going to close at a record high ... and that close will be comfortably greater than the previous high ... closing at 5,361 vs 5,344 previously. NASDAQ also closed at a record high. The Dow did not hit a new 52-week high, but it did close in the green. So, all three major indices closed higher today, and two set new 52-week highs.
Later, 2:59 p.m. CDT: it's now easy to decide between Microsoft AI and Apple AI for those concerned about privacy and ease of use.
Original Post
US equity markets are oscillating around the flat line, although NASDAQ's "beam" is shallow, up and to the right. Dow 30 down a bit.
Among tech stocks: AAPL is down slightly ahead of WWDC. When AAPL is down, most other tech stocks also down. Not true today.
CRWD: CrowdStrike Holdings, Inc. is an American cybersecurity technology company based in Austin, Texas. It provides cloud workload and endpoint security, threat intelligence, and cyberattack response services. Wikipedia
But look at this:
Hyperscalers: link here.
Legacy:
Energy:
Microsoft: it looks like Microsoft's "AI screenshots" app needs to be renamed: "Backlash."
************************
Why I Will Upgrade My iPhone And/Or iPad
Two words: the camera.
Chips, semiconductor: link here.
E Cores are actually quite powerful by themselves. Even if the processors only had E Cores, they would still perform nicely and powerfully. Intel are adding up E Cores so that the total Power Usage and heat dispersion of said generations of CPUs are lowered down, while at the same time the number of Cores is high. If we had 24 P Cores instead of 8 P and 16 E Cores, the power draw and temperatures would increase dramatically, so the P cores would have to be downclocked in order that the processor outputs the same heat and intakes the same amount of electricity as in the scenario with 8 P Cores at a much higher frequency and 16 E Cores at a lower one.
E Cores are quite powerful and give out the possibility for more cores with an overall lesser effect on power draw and heat dispersion. If there were no E Cores and Intel wanted there to be P Cores only, they'd have to decrease the clocks of the P Cores significantly in order to obtain the same specifications (in regards to TDP and temperature) they would with the addition of E Cores (differing from P Cores in the margins they leave out for heat and power consumption by running at lower speeds and harboring a pertinent architecture).
Apple M4 is an ARM-based system on a chip (SoC) designed by Apple Inc., part of the Apple silicon series, including a central processing unit (CPU), a graphics processing unit (GPU), a neural processing unit (NPU), and a digital signal processor (DSP).
It was introduced in May 2024 for the iPad Pro (M4), and is the fourth generation of the M series Apple Silicon architecture, succeeding the Apple M3.
According to Apple, the M4 SoC's Neural Engine is capable of 38 trillion operations per second, "which is 60x faster than Apple’s first Neural Engine in the A11 Bionic chip."
The SoC is built upon a 3-nanometer process, and features 3 or 4 performance cores, 6 efficiency cores, and 10 graphics processing cores. [Note: I am unaware of any other "brand-name/big-name building 3-nanometer chips."]
The M4 is the world's fastest consumer SoC in single core performance according to the Geekbench benchmarking suite, (beating Apple's M3 Max and Intel's Core i9 desktop CPUs), and rivals Apple's M3 Pro desktop CPU in multi-core performance. [Note: emphasis on CPU -- so yesterday.]
It is the first iPad SoC to support AV1 decode, and has a new display controller that Apple claims is necessary to support the iPad Pro (7th generation)'s Tandem OLED display.
It is rumored the Apple M4 is Apple's first SoC which uses the ARMv9 architecture for its CPU cores, ARMv9.4 to be specific.
It also could support Arm's SME2 extension, which was announced in 2022 and is a superset of SME and SVE2, to accelerate matrix operations. This is likely the cause of the majority of the estimated 7.6% Instructions Per Cycle (IPC) uplift from M3 Max, which would only be 3.0% without the new matrix extensions.
Posted previously, if Apple's market cap it $3 trillion, one can look at this like this:
Locator: 47992TECH.
What person, place, or thing is the #1 buyer of Nvidia blades?
Government agencies, and particularly spy agencies and law enforcement, for example, in the USA:
*****************************
Showboat
Locator: 47991B.
WTI: green today! $76.39.
Tuesday, June 11, 2024: 60 for the month; 124 for the quarter, 323 for the year
39677, conf, Petro-Hunt, Burian 144-98-14A-23-3H,
Monday, June 10, 2024: 59 for the month; 123 for the quarter, 322 for the year
None.
Sunday, June 9, 2024: 59 for the month; 123 for the quarter, 322 for the year
39676, conf, Petro-Hunt, Burian 144-98-14B-23-2H,
Saturday, June 8, 2024: 58 for the month; 122 for the quarter, 321 for the year
38055, conf, Oasis, Wood Federal 5498 12-25 2BX,
RBN Energy: Phillips 66, Trafigura continue pursuit of a deepwater port near Corpus Christi.
Bluewater Texas, proposed by a 50/50 joint venture (JV) of Phillips 66 (P66) and commodity trading giant Trafigura, is in a unique position in the race to construct a deepwater crude oil export facility along the U.S. Gulf Coast. Of the four marketed deepwater proposals, Bluewater is the only project in the export-centric Corpus Christi market. It is also the only one in the group that does not include an offshore platform in its scope. In today’s RBN blog, we will explore these and other differences that set Bluewater apart.
Flashback: from late 2022 -- that's how long it's been since Driftwood has been mentioned.
If you’re thinking, “Hey, you skipped Part 3,” there’s a reason for that. That blog covered Tellurian’s controversial Driftwood LNG, which at the time had already begun construction despite not having secured full financing. Since then, Tellurian and Driftwood publicly suffered a major setback after losing two of the project’s three offtakers and rescinding a bond offering due to lack of interest. But Tellurian’s drama has more to do with its project structure than the wider LNG market environment, and other projects continue to see support and make progress toward FID, including the project we’re looking at today, Port Arthur, which in the past few months has leap-frogged several other projects in development and is closing in on FID in the next few months.
Google search today:
