Sunday, September 15, 2024

A Buying Opportunity This Week? September 15, 2024

Locator: 48595AAPL.

Link here.

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A Musical Interlude

Link here:

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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. 
  • And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. 
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A Huge Shoutout To The Readers -- September 15, 2024

Locator: 48594ARCHIVES.

Tag: Caitlin Clark. 

I haven't done this in a long time.

Page views each 24-hour period.

When I first started the blog, the most page views in a 24-hour period I recall, about 6,500 page views -- again in a 24-hour period. 

Then when the Bakken struggled, page views dropped to a low of about 2,500.

I was curious.

So, this weekend I checked the page count:


This is pretty cool, averaging about 5,670 page views / each 24-hour period. 

I hope I did the math correctly.

But, wow, if accurate, I'm quite surprised. I figured 2,500 would be the number.

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WBNA Records

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It's September -- Just A Reminder -- Intel -- Qualcomm -- September 15, 2024

Locator: 48593TECH.

Link here.

Previously posted. Reuters.

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Top Ten Tech Companies With Monopolies -- September 15, 2024

Locator: 48592TECH.

The top ten with "monopolies":

  • ASML
  • TSM
  • KLAC
  • AMAT
  • LRCX
  • MU
  • AVGO
  • WDC
  • MRVL
  • TXN

They're reading the blog. 

I just mentioned this phenomenon this past week! Whoo-hoo.

Link here for the top ten tech companies with monopolies. Very much like the railroads at the turn of the century.



So much could be said. Maybe more later.

**********************************
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. 
  • And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia.

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Worth Re-Posting -- Nvidia -- September 15, 2024

Locator: 48591NVDA.

AAPL - NVDA - TSM: connecting the dots.  

PLTR: Folks may want to spend a bit of time on this thread. Link here. Palantir.

AAPL: a picture is worth a thousand words. An untethered iPad. Steve Jobs is smiling.


Free cash flow, link here.

**********************************
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. 
  • And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia.
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Clearing Off The Desk -- This Story Has Been In The Queue For Awhile -- Ford -- WSJ -- September 15, 2024

Locator: 48593EVS.

Link here.

Biden, Harris, Trump will put a stop to Chinese EV imports. 

From the linked article, the lede:

Jim Farley had just returned from China. What the Ford Motor chief executive found during the May visit made him anxious: The local automakers were pulling away in the electric-vehicle race.

In an early-morning call with fellow board member John Thornton, an exasperated Farley unloaded.

The Chinese carmakers are moving at light speed, he told Thornton, a former Goldman Sachs executive who spent years as a senior banker in China. They are using artificial intelligence and other tech in cars that is unlike anything available in the U.S. These Chinese EV makers are using a low-cost supply base to undercut the competition on price, offering slick digital features and aggressively expanding to overseas markets.

“John, this is an existential threat,” Farley said.

For years, Tesla was the main source of consternation for auto CEOs trying to tackle a transition to electric vehicles. Now, it is the rapid rise of nimble automakers in China that have rattled executives from Detroit to Germany and Japan. Even Tesla’s Elon Musk recently called the Chinese the “most competitive” carmakers in the world.
Long, long article.

I think the entire EV story is fascinating.

I found the closing paragraphs intriguing.
Farley and Field huddled around a laptop, looking at a spreadsheet of line items for the future midsize electric pickup. The goal: figure out how to extract $800 in cost.

The team had overachieved on the driving range by 16 miles, Field explained, which meant they could wring out about $500 by shrinking the battery. Finding the rest of the savings would be a slog. Would it really need a heated steering wheel? Maybe the front trunk was expendable, one of the execs suggested.

Before long, Farley worried aloud that they might be cutting too many corners, and that “the product could end up being really sh—y.” He suggested to Field an informal process: How about they slap sticky notes all over the prototype to hash out what should go?
In an age of ChaptGPT and OpenAI, the best and the brightest are using yellow stickies. 

But most intriguing -- "the team had overachieved on the driving range by 16 miles" which means they could "wring out about $500 by shrinking the battery." 

$70,000 vehicles and they're talking a cost savings of $500 by shrinking the battery. Say what? 

But worse, seeming to get excited by increasing the battery range by 16 miles. Really? 

The one thing that EV auto manufacturers will never be able to undo: the fact that EVs are tethered vehicles. 

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Top Ten Reasons To Avoid The EV

Top ten:
  • a solution to a problem that doesn't exist
  • tethered vehicle
  • tethered vehicle
  • tethered vehicle
  • tethered vehicle
  • tethered vehicle
  • too expensive 
  • infrastructure lacking (possibly getting worse, not improving)
  • 40% of Americans live in apartments
  • don't understand the technology
"Range anxiety" doesn't make the top ten list.

How to market EVs:
  • extremely fun to drive
  • comprehensive entertainment package
    • CarPlay
    • Sirius
    • Apple GUI
  • sporty; really sporty
  • iPhone 16 part of the overall package at no extra cost
  • free maintenance for ten years
  • ten-year all-inclusive warranty
  • insurance coverage provided by dealer
  • fast charging installation to be provided by dealer
  • never mention:
    • cost
    • range
    • electricity 
    • batteries
Make the EV a must-have sports car. Money is not an issue. Exhibit A.


It needs to be the entire package: EV auto manufacturers are not just selling a tethered vehicle; they’re also selling “lifestyle,” for lack of a better word.The folks buying $100,000 Cybertrucks don't care about pesky details like range, infrastructure -- they are into a “lifestyle”: they see and want to be seen. They want a swag bag with their EV.
 

This is the EV swag bag:
  • comprehensive entertainment package
  • iPhone 16 part of the overall package at no extra cost
  • free maintenance for ten years
  • ten-year all-inclusive warranty
  • insurance coverage provided by dealer
What’s in your swag bag?

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Profit?

Amazon.

Amazon.

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Meanwhile, The Great American Chip Company Getting Billions In US CHIPS Money Is Building Overseas -- September 15, 2024

Locator: 48592INTC.

This company makes money the old-fashioned way: investing US taxpayer dollars overseas. 

I guess it's all about regulatory / bureaucratic / environmental hurdles. 

Makes no difference to the investor where the plants are built, as long as the plants are built.

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Flashback

One of the greatest two-women shows ever. 

I saw it three times during its run in Alabama -- Montgomery, AL -- Shakespeare Theater -- the third time the show was sold out by the time I decided to go again -- it sold out every night -- but I drove to the theater anyway and after the doors were about to close, everyone in their seats, I talked to the theater manager and said I would pay full price even if I could just stand in the aisle at the back of the theater. And, yes, I watched the entire show, again, standing. 

This is from a 2015 article, but we must have seen it in 1996 (?) or thereabouts.


 Wow wow, wow -- it's still running. This December, southeast of Montgomery!


$20 for the play; $20 for dinner (optional).

An 11-hour drive. Each direction. 

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This Is Neither A Passing Fad Nor A Bubble -- Hyperscalers -- NVIDIA -- September 16, 2024

Locator: 48591NVDA.

AAPL - NVDA - TSM: connecting the dots.  

Carbon no longer matters? Link here.

NVDA is not CSCO, link here.


Swings, link here:


Buy the dips.

**********************************
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. 
  • And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia.
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Initial Production For Wells Coming Off Confidential List This Next Week -- September 15, 2024

Locator: 48590WELLS.

The wells:
  • 40562, conf, Slawson, Snoop Alley 6-16-9TFH, Blue Buttes, npd. 
  •  38259, conf, Hess, BB-Olson-150-95-0817H-7, Blue Buttes,
DateOil RunsMCF Sold
7-20242257238611
6-20242144737437
5-20242124535298
4-20242814553503
3-202450077658
  • 40554, conf, Slawson, Fisherman 4-21-28H, Big Bend, npd,  
    40561    , conf, Slawson, Payara 5 SLTFH, Big Bend, npd, 
  • 40351, conf, KODA Resources, Stout1435-6BH, Fertile Valley,
DateOil RunsMCF Sold
8-2024201271428
7-2024202932268
6-2024135150
5-2024197080
4-202434270
  • 40350, conf, KODA Resources, Stout 14-2-5BH, Fertile Valley,
DateOil RunsMCF Sold
8-202411412533
7-2024154961239
5-202450360
4-202485440
  • 40240, conf, Hess, BL-Kerbaugh-156-96-3427H-7, Beaver Lodge,
DateOil RunsMCF Sold
7-20241753049541
6-20242233459187
5-20242409445394
4-20244435083258
3-20241471925476
  • 40560, conf, Slawson, Prowler 1 SLH, Big Bend, npd,
  • 39934, conf, Hess, RS-Feldman-156-92-1423H-2, Ross,
DateOil RunsMCF Sold
7-20241778213743
6-20241804712961
5-2024128918742
4-20242118615177
3-2024148695488
  • 23385, conf, Grayson Mill, Beaux 18-19 6H, Banks,
DateOil RunsMCF Sold
7-20241468956907
6-20241903852454
5-20242724747339
4-20241911720367
  • 40502, conf, CLR, Kennedy 9-31HSL, Dimmick Lake,
DateOil RunsMCF Sold
7-202410471680
  • 39933, conf, Hess, RS-Juma-156-92-1131H-3, Alger,
DateOil RunsMCF Sold
7-2024139037508
6-2024144967391
5-2024135136874
4-20242337513382
3-2024151319729
  • 23388, conf, Grayson Mill, Beaux 18-19 3TFH, Banks, 
DateOil RunsMCF Sold
7-2024734937278
6-20241072142404
5-20241718547567
4-202421575288
  • 23387, conf, Grayson Mill, Beaux 18-19 4H, Banks,
DateOil RunsMCF Sold
7-20241385162767
6-20241665652532
5-20242396951926
4-202457195971
  • 23386, conf, Grayson Mill 18-19 6H, Banks,
DateOil RunsMCF Sold
7-2024311221589
6-2024496430299
5-2024913335170
4-202437446904
  • 40241, conf, Hess, BL-Kerbaugh-156-96-3427H-6, Beaver Lodge,
DateOil RunsMCF Sold
7-20241777566789
6-20242317656432
5-20242623144141
4-20244326283196
3-20242174740018
  • 38649, conf, CLR, Ravin 13-1HSL, Dimmick Lake,
DateOil RunsMCF Sold
7-202423182324
  • 38262, conf, Hess, BB-Olson-150-95-0817H-4, Blue Buttes,
DateOil RunsMCF Sold
7-20242782360727
6-20243526866827
5-20242192538988
4-20242896648690
3-20241724622471
  • 40356, conf, CLR, Thorp Federal 2-28H, Little Knife,
DateOil RunsMCF Sold
7-20241161311967
  • 40221, conf, CLR, Thorp Federal 1-28HSL, Haystack Butte,
DateOil RunsMCF Sold
7-20243466458103
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Wells Coming Off Confidential List This Next Week -- September 15, 2024

Locator: 48589WELLS.

Wednesday, September 25, 2024: 52 for the month; 180 for the quarter, 504 for the year
40562, conf, Slawson, Snoop Alley 6-16-9TFH,
38259, conf, Hess, BB-Olson-150-95-0817H-7,

Tuesday, September 24, 2024: 50 for the month; 178 for the quarter, 502 for the year
40554, conf, Slawson, Fisherman 4-21-28H,

Monday, September 23, 2024: 49 for the month; 177 for the quarter, 501 for the year
40561, conf, Slawson, Payara 5 SLTFH,

Sunday, September 22, 2024: 48 for the month; 176 for the quarter, 500 for the year
40351, conf, KODA Resources, Stout1435-6BH,
40350, conf, KODA Resources, Stout 14-2-5BH,
40240, conf, Hess, BL-Kerbaugh-156-96-3427H-7,

Saturday, September 21, 2024: 45 for the month; 173 for the quarter, 497 for the year
40560, conf, Slawson, Prowler 1 SLH,
39934, conf, Hess, RS-Feldman-156-92-1423H-2,
23385, conf, Grayson Mill, Beaux 18-19 6H,

Friday, September 20, 2024: 42 for the month; 170 for the quarter, 494 for the year
40502, conf, CLR, Kennedy 9-31HSL,
39933, conf, Hess, RS-Juma-156-92-1131H-3,
23388, conf, Grayson Mill, Beaux 18-19 3TFH,
23387, conf, Grayson Mill, Beaux 18-19 4H,
23386, conf, Grayson Mill 18-19 6H,

Thursday, September 19, 2024: 37 for the month; 165 for the quarter, 489 for the year
None.

Wednesday, September 18, 2024: 37 for the month; 165 for the quarter, 489 for the year
40241, conf, Hess, BL-Kerbaugh-156-96-3427H-6,
38649, conf, CLR, Ravin 13-1HSL,

Tuesday, September 17, 2024: 35 for the month; 163 for the quarter, 487 for the year
38262, conf, Hess, BB-Olson-150-95-0817H-4,

Monday, September 16, 2024: 34 for the month; 162 for the quarter, 486 for the year
None.

Sunday, September 15, 2024: 34 for the month; 162 for the quarter, 486 for the year
40356, conf, CLR, Thorp Federal 2-28H,

Saturday, September 14, 2024: 33 for the month; 161 for the quarter, 485 for the year
40221, conf, CLR, Thorp Federal 1-28HSL,

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