Sunday, July 28, 2024

Hezbollah — July 28, 2024

Locator: 48256MUSIC.

Link here.

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The WPX Nokota Wells Look To Be Nice Wells -- For One Well, Initial Productiion At 137K Over 30 Days -- July 28, 2024

Locator: 48255WPX.

One of the WPX Nokota wells:

  • 37135, drl/NC-->A/F, WPX, Nokota 24-13-12HX, Paelens Butte/Squaw Creek, t10/20; cum 535K 5/24; early production; 59212 over 13 days extrapolates to 137K bbls crude oil over 30 days:

    BAKKEN6-20213022794226622545944288339087784
    BAKKEN5-20212015993161421783731075257093555
    BAKKEN4-20213027115270052870442463394090
    BAKKEN3-20213126596266652774736543280965442
    BAKKEN2-20212827175270772927537338266477646
    BAKKEN1-202129321583215634355441862848612111
    BAKKEN12-202031457034561646583627974003417710
    BAKKEN11-202030687736900174085944934193545043
    BAKKEN10-202013592125883148316813573645538501

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Futures Surging Sunday Night -- July 28, 2024

Locator: 48254INV.

Well, maybe not surging. Depends on one's point of view. In the eye of the beholder.

Surging or not, the indices. have been rising all night. Has to do with the yen and the Bank of Japan.


 

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Apple -- Maps -- July 28, 2024

Locator: 48253AAPLE.

Link here.

Link to Apple's new beta Maps tool.

Firefox doesn't support this new Maps tool. Switch to almost anything else (Chrome, Safari, Edge). 

Chrome is the #1 browser, apparently.

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Minor Notes -- For The Archives -- July 28, 2024

Locator: 48252ARCHIVES.

Google: this should be incredibly interesting. Link here.

NBC: opening ceremonies -- largest audience in twelve years! Link here. 

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US Auto

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US Forces Japan To Be Reconstituted
Note: This Is A Warfighting Command

Link to The WSJ.

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NOG Announces Second Joint Acquisition With Vital Energy In The Delaware Basin -- July 28, 2024

Locator: 48251NOG.

Link here.


If I understand this correctly, for NOG:
  • $220 million
  • 4,500 boepd
  • 4,000 net mineral acres
    • $220 million / 4,500 = $50,000 / boepd (rounded)
    • $220 million / 4,000 = $55,000 / acre

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Observations On The US Presidential Campaign -- Fair And Balanced -- Simply Some Observations -- July 28, 2024

Locator: 48250POLITICS.

Some observations.

Everyone knows that the race is now neck-and-neck, 49% - 47%, or thereabouts. 

But that's not the story. The story is how amazingly fast the race changed. From The WSJ (beware, the graph might be a bit confusing for some, again, the numbers are 49% - 47%);

Even a caveman can read that graph.

Two: at the dotted line in the graph where Harris surges and Trump shows a little bump, where did those "new" votes come from? Independents. 

How does one know that? Peggy Noonan has explained it. About two columns ago.

By the way, one can see the "Democratic defections" every day that Biden stayed in the race. That's why he finally decided to get out (or at least his handlers finally forced the decision).

Other observations:

  • scheduled "bounces" before the election:
    • Trump: none
    • Harris: two
      • when she names her VP: and,
      • after the convention

What else:

  • mojo. Who has it? Harris.

Media coverage:

  • the Biden - Harris flip; incredibly refreshing; no longer about Biden; first black woman could be president
  • Trump: getting crazier -- headline for past three days on Drudge -- Trump tells Christians they will never have to vote again if he wins; reported by the NYTiimes but buried on page 15.

But the absolute worse data point?

  • Trump's VP selection remorse: not only has it become a meme, it's gaining traction
    • if Trump's polling numbers start to drop, watch out -- he knows he is not to blame
    • Vance on abortion.

And finally, intersecting the worse data point?

  • VP Harris could make the VP pick of a lifetime!

One more thing, and this is amazing when you think about it. 

The very definition of irony. Because everyone agrees that VP Harris doesn't have a job right now, there is a sitting president eager to cement his legacy still sitting behind that "resolute desk," she can devote 100% of her time to the campaign. 

Hunch: we'll know at the end of the Democratic convention who will win the presidency.

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From Literary Hub

Link here.

NASA thinks they have just discovered signs of life on Mars (and no one seems to care).

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Boeing: No Problems, Nothing To See Here - July 28, 2024

Locator: 48249SPACE.

Only one of 27 thrusters still not working. No return date scheduled.


The Guardian's take on this story: link here.

Butch Wilmore: US Navy test pilot, three spaceflights, 61 years old.

Sunita Williams:  59 years old, United States Navy officer.

Former record holder for most spacewalks by a woman (seven) and most spacewalk time for a woman (50 hours, 40 minutes).Williams was assigned to the International Space Station as a member of Expedition 14 and Expedition 15. In 2012, she served as a flight engineer on Expedition 32 and then commander of Expedition 33. In 2024 she returned to the ISS on the Boeing Crewed Flight Test, the first crewed mission of the Boeing Starliner.

Food, water? Link here. A feel-good story but no specifics.

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Intel Fried Your Brand New Computer -- There Is No Fix For Those Computers -- These Are The Brand New Intel Chips -- Reddit/Intel -- There Will Be A Fix For New CPUs -- But Not Coming Until August -- July 28, 2024

Locator: 48248TECH.

****************
Disclaimer Briefly Reminder
  • I am inappropriately exuberant about the US economy and the US market, 
  • I am also inappropriately exuberant about all things Apple. 
  • See disclaimer. This is not an investment site. 
  • Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.
  • Reminder: I am inappropriately exuberant about the US economy and the US market, 
  • I am also inappropriately exuberant about all things Apple.  

This is getting to be an interesting story.

These are the relevant links: 

Most trustworthy site: Tom's Hardware. But even they fail to put the big data point in the headline.

The Intel 13th and 14th generation CPUs (chips) are permanently damaged; a software fix is not possible. Reddit/Intel (INTC), link here.

The best Intel processors for 2024 -- Digitaltrends. And they highlighted a problem, but it appears they pretty much ignored the problem -- I think I know the reason.



The Intel processors, Which?, June 23, 2024. Explains the numbering system, the names, and the laptops in which these failing / failed CPUs have been place.

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Last

Share price: probably had nothing or very little to do with the CPU issue. All tech companies pulled back sharply this past week, as money rotated from mega-tech and big-cap in general to the Russell 2000, small-cap, at an unprecedented rate. 

******************************
PREVIOUSLY POSTED

Locator: 48215TECH.

Link here. Link here.

Intel: admits its newest CPUs are crashing but they have identified a fix. 


 

Ticker:

Re-posting from July 14, 2024:

Locator: 48132INTEL.

We've talked about this for quite some time (see comments -- one of which is posted below).

Tech is tracked here. Chips are tracked here.

Now, we have the data.

Link here. 

The headline:

A typical comment:

Re-posting from July 3, 2024:

Locator: 48040TECH.

With regard to tech, chips, and investing, I consider this a big deal (for me). Note the usual disclaimer -- everywhere on the blog and also at the bottom of this page.

In the big scheme of things, I see:

  • NVDA: GPUs
  • AMD: CPUs
  • MU: memory
  • NPUs: multiple, proprietary
  • AAPL: SoC

Tabs at the top of the page:

The big source: wiki.

System on a chip: Apple and Broadcom graphics at wiki --

A quick perusal of all these sites, plus:

  • the blog, January 20, 2023;
  • Chip War, Chris Miller, c. 2022;
    • around 2022, I pivoted from energy to tech and developed an investing map based on that book

Putting that altogether ....

.... so, when I saw this, I was quite pleasantly surprised.

AMD: to build a supercomputer, 30x larger than the world's largest operational supercomputer? Link here. Press release from AMD:

Be sure to read the comments at the link. Particularly this one: https://x.com/WatchThisIWC/status/1808252744056426652. 

So, it that just idle chatter coming out of nowhere? It sure seems "pie in the sky," but then this credible source, tom'sHARDWARE:


Possibilities:

  • US public: only intel agencies, and AMD wouldn't be discussing this if that's where the offer existed
  • US private: there are only a few companies that could pull this off; think of the trillion-dollar market cap club: Amazon, possibly; Apple, no; MSFT, no; Musk (TSLA), possibly; NVDA, obviously not.
  • sovereign nations:
    • as noted above, US, no
    • Saudi Arabia: wouldn't surprise me
    • Japan: why?

The timing is incredibly interesting. An AMD press release following an international conference: see above.

The Frontier computer at wiki.

Then to come full circle:

Putting that altogether ....

.... so, when I saw this, I was quite pleasantly surprised. As an investor, this is almost actionable intel:

  • unlike global warming, climate change, the tech revolution is not controversial;
    • the tech revolution is very, very real
    • huge FOMO among sovereign countries, and large market-cap publicly-traded companies
    • unlike the dot.com bust several decades ago, "real" hardware -- not just webpages and dreams -- are being sold
  • the tech revolution is being "run" by huge, well-known, well-managed tech companies, not be start-ups that we saw during the dot.com bust
  • unlike the dot.com period when start-ups depended on huge amounts of hedge-fund support, the companies involved in the tech revolution have huge cash reserves; they have huge cash reserves and/or equity valuation that is not considered wildly out of line
  • this revolution is occurring despite high interest rates; imagine what happens when the Fed makes that first cut;
  • tech companies are growing into their evaluations
    • Exhibit A:
      • Nvidia: a p/e of 73
      • AAPL: below it's "usual" p/e
      • AVGO: 73; 10-1 split pending
      • QCOM: 27
      • INTC: 33
While writing the above:
  • MSFT hits a new all-time high;
  • AAPL turns positive again; if closes in the green, will set a new record; hits a new all-time high;
  • NVDA snaps several-day losing stretch and is now (nicely) green today;
  • MU up nicely today.

****************
Disclaimer Briefly Reminder
  • I am inappropriately exuberant about the US economy and the US market, 
  • I am also inappropriately exuberant about all things Apple. 
  • See disclaimer. This is not an investment site. 
  • Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.
  • Reminder: I am inappropriately exuberant about the US economy and the US market, 
  • I am also inappropriately exuberant about all things Apple.  

 

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Initial Production Data For Wells Coming Off Confidential List This Next Week -- July 28, 2024

Locator: 48247WELLS.

  • 40207, conf, Phoenix Operating, Jean Ferrari 26-35-2 5H-LL, Smoky Butte,
DateOil RunsMCF Sold
5-20241823613222
4-2024190179781
3-2024138358274
2-202494062383
  • 40353, conf, Iron Oil Operating, Stocke 4-4-9H, Bully, npd,
  • 40451, conf, Neptune Operating, Frederick LE 3-10 11H, Antelope Creek,
DateOil RunsMCF Sold
5-20249961850
  • 39512, conf, Liberty Resources, Haley #158-93-29-32-2MBH, East Tioga,
DateOil RunsMCF Sold
5-20241539020422
4-20241686120259
3-20241655218728
2-20241924424570
  • 40450, conf, Neptune Operating Frederick 3-10 6H, Antelope Creek,
DateOil RunsMCF Sold
5-202410654838
  • 40336, conf, CLR, Dahle 4-35H, St Demetrius, npd,
  • 39513, conf, Liberty Resources, Haley E 158-93-29-32-3MBH, East Tioga,
DateOil RunsMCF Sold
5-20241677423528
4-20242081924923
3-20241974023964
2-20242527331694
  • 40449, conf, Empire North Dakota, Eagle 29 1, Starbuck, npd,
  • 40410, conf, CLR, Dahle 5-35HSL, St Demetrius, npd,
  • 40385, conf, Neptune Operating, Frederick 3-10 5H, Antelope Creek,
DateOil RunsMCF Sold
5-202411062924
  • 40305, conf, Stephens Williston, Cabot 15591-0112-2H, Stanley,
DateOil RunsMCF Sold
5-202457793076
  • 39601, conf, Hess, BL-Iverson B-155-95-0807H-7, Beaver Lodge,
DateOil RunsMCF Sold
5-202464659921
4-2024756511168
3-2024907512890
2-20242680946703
  • 40411, conf, CLR, Anheluk 4-26H, St Demetrius, npd,
  • 40263, conf, Stephens Williston, Cabot 15591-0112-3H, Stanley,
DateOil RunsMCF Sold
5-202461533071
  • 40089, conf, Phoenix Operating, Jean Ferari 26-35-2 4H, Smoky Butte,
DateOil RunsMCF Sold
5-2024158767999
4-2024161437568
3-2024123485783
2-2024107072876
  • 40088, conf, Phoenix Operating, Jean Ferrari 26-35-3H, Smoky Butte,
DateOil RunsMCF Sold
5-2024164077610
4-2024164377697
3-202491093705
2-2024118263281
  • 39604, conf, Hess, BL-Iverson B-LN-155-95-0807H-1, Beaver Lodge,
DateOil RunsMCF Sold
5-20241472523033
4-20241467521278
3-20241074012996
2-20241800521093
  • 40412, conf, CLR, Anheluk 5-26HSL, St Demetrius, npd,
  • 40176, conf, Slawson, Cyclone 5-21-16H, Arnegard, npd,
  • 40086, conf, Phoenix Operating, Jean Ferrari 26-35-2 1H, Smoky Butte,
DateOil RunsMCF Sold
5-2024152816871
4-2024140436603
3-2024125325357
2-2024124103430
  • 39514, conf, Liberty Resources, Haley E 158-93-29-32-4MBH, East Tioga,
DateOil RunsMCF Sold
5-20241548519755
4-20241863121277
3-20241939122886
2-20242750335334
1-20242159
  • 40413, conf, CLR, Hellickson Paluck 2-25H, St Demetrius, npd,
  • 40087, conf, Phoenix Operating, Jean Ferrari 26-35-2-2H, Smoky Butte,
DateOil RunsMCF Sold
5-2024139206426
4-2024139016565
3-2024124055129
2-2024115673296
  • 39515, conf, Liberty Resources, Haley E 158-93-29-32-5MBH, East Tioga, 
DateOil RunsMCF Sold
5-20241912027876
4-20242344027932
3-20242401529733
2-20242878636823
1-20246529

  • 40414, conf, CLR, Urban 2-36H, St Demetrius, npd,
  • 40175, conf, Slawson, Cyclone 4-21-16H, Arnegard, npd,
  • 40301, conf, Whiting, Sanish Bay E Federal 5292 22-7 6B, Sanish, npd,
  • 40174, conf, Slawson, Cyclone 3-21-16H, Arnegard, npd,
  • 40300, conf, Whiting, Sanish Bay E Federal 5292 22-7 7B, Sanish, npd,

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