Cramer's First Hour, Part 3 -- November 15, 2024

Locator: 48764CRAMER.

Cramer's first hour: a mix of facts, factoids, opinions from various sources -- often not cited -- while listening to Cramer's first hour on CNBC. 

Musk's xAI: huge, huge, huge. Biggest super-computer in the world. Repeat: biggest super-computer in the world.

Needs a stand-alone post. Memphis, TN. Fastest-built, biggest data center ever. Has raised as much as $6 billin new capital. New post-raise valuation seen at $50 billion +. Amazing. Uses only Nvidia chips. Great relationship between Jensen Huang and Elon Musk. They're gonna call it Colossus.

AI: there are two camps with regard to AI --

• it's all hype;
• it's real.

I'm in the second camp.

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The Book Page

I haven't made much headway in Colossus since starting it some weeks ago.

Early notes here. And a brief note here.

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Grocers

Have won the battle: Walmart, Costco, Amazon.  

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Parting Shots

North Texas: weather is gorgeous!

My plant is blooming for the first time since I bought it more than a year ago. It must be happy in our little apartment!

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Disclaimer
Brief 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 something appears wrong, it probably is. Feel free to fact check everything.
  
• 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.
• Longer version here.

Cramer's First Hour, Part 2 -- November 15, 2024

Locator: 48763CRAMER.

Cramer's first hour: a mix of facts, factoids, opinions from various sources -- often not cited -- while listening to Cramer's first hour on CNBC. 

GM: strongest of the American automobile manufacturers -- I guess that's two -- Ford and GM. LOL. How strong is GM? How is GM doing. Well, today, GM announces it is laying off 1,000 employees through reorganization.

Cramer had lots to say about GM, F. Tickers, GM vs F:

Best gizmo ever will sell at record-low price on Black Friday: link here.

McDonald's: there's a headline out that that even after the end of that E. coli story, customers are not coming back to McDonald's. First time in my 70+ years of life, I left McDonald's last night without purchasing anything because the lines were way too long -- that was at 8:10 p.m. Wow. Seriously. The $5 meal is incredible. Maybe more on that later. 

US: the consumer is in good shape. This morning at the local donut shop -- long lines --

**********************************
Disclaimer
Brief 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 something appears wrong, it probably is. Feel free to fact check everything.
  
• 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.
• Longer version here.
  

Cramer's First Hour, Part 1 -- Coterra -- Add That To Your Bingo Card -- November 15, 2024

Locator: 48762CRAMER.

NFL TNF: Amazon has a gold mine. Philadelphia Eagles last night. Jalen Hurts. #1 QB in the NFL whose touches end up on the 1-yard line. Interesting statistic. Eagles, #1 in NFC East, with 8 -2 record. 

Cramer's first hour: a mix of facts, factoids, opinions from various sources -- often not cited -- while listening to Cramer's first hour on CNBC.

AI: there are two camps with regard to AI --

• it's all hype;
• it's real.

I'm in the second camp.

TSMC: link here. Will get $6.6 billion before Trump is sworn in.

US retail sales: link here. US economy is doing just fine, thank you.

Cramer: Doug Burgum? Think Coterra.

Commerce? Linda McMahon?

Bingo card: new square -- "sacrificial lamb." 

**********************************
Disclaimer
Brief 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 something appears wrong, it probably is. Feel free to fact check everything.
  
• 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.
• Longer version here.
  

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Back to the Bakken

WTI: $68.19.

Sunday, November 17, 2024: 23 for the month; 83 for the quarter, 598 for the year

• 40663, conf, CLR, Sandhill 5-24H,
• 40102, conf, Enerplus, Devils Canyon 147-97-17-20-3H,

Saturday, November 16, 2024: 21 for the month; 81 for the quarter, 595 for the year

• 40312, conf, Hess, EN-Rice A-LE-155-94-0310H-1,

Friday, November 15, 2024: 20 for the month; 80 for the quarter, 594 for the year

• 40311, conf, Hess, EN-Rice A-155-94-0310H-9,

RBN Energy:  Coterra Energy continues shift to oil with new Permian deals. 

Just over three years ago, Cabot Oil & Gas — Coterra Energy’s corporate predecessor — was focused exclusively on producing natural gas in the Marcellus Shale. But unlike other gas-centric E&Ps like EQT Corp., Chesapeake Energy and Antero Resources, Cabot decided it was time to diversify. In October 2021, it merged with Cimarex Energy, an oil-and-gas producer in the Permian and the Anadarko, to form Coterra. Now, Coterra has doubled down on diversification with a plan to acquire oil-weighted Permian assets from privately held Franklin Mountain Energy and Avant Natural Resources for a total of $3.95 billion in cash and stock. In today’s RBN blog, we discuss the deals and why Cabot/Coterra decided to “go its own way.”