The Movie Tonight: The Third Man -- November 29, 2024

Locator: 44458MOVIE.

Wiki, The Third Man. 

Wiki, Anton Karas.

Wiki, Graham Greene.

Wiki, Carol Reed.

Joseph Cotten.

Orson Welles.

Alida Valli.

Trevor Howard.

Absolutely fascinating watching this movie through the lens of Casablanca. I've probably watched this movie half a dozen times; this is the first time the Casablanca angle jumped out at me.

The Third Man: 1949, British film noir.

Casablanca: 1942, Romantic drama.

There are moments early in the movie when it seems the Alida Valli character could have been played by Ingrid Bergman, but Ingrid Bergman's character in Casablanca does not fit the Alida Valli character in The Third Man. In the latter, the Alida Valli character is very, very independent, quite unlike the Ingrid Bergman character in Casablanca, a woman very attached to the men she loved.

From google AI:

Cinephilia and Beyond.

The writing is incredible. One wonders to what extent Orsen Wells might have been involved in writing the screenplay.

SoIC -- Small Outline Integrated Circuit Package -- November 29, 2024

Locator: 44457APPLE.

Small outline integrated circuit package.

At wiki.

Link here.

From an earlier post on the M5:

One advantage that the M5 could flaunt over predecessors is that it could employ TSMC’s Small Outline Integrated Circuit Packaging, or SoIC. This type of packaging was first introduced in 2018 and allows the stacking of chips in a three-dimensional structure, resulting in better thermal management, reduced current leakage, and better electrical performance compared to the two-dimensional chip design. The specifications of the M5 are currently unknown, but a move to the improved 3nm process can mean that Apple may have the liberty to add more performance cores, just like what it did with the M4.

Apple Orders M5 Chips From TSMC -- For 2025 Delivery -- November 29, 2024

Locator: 44456APPLE.

Elsewhere:

• M5 is tracked here.
• Tech is tracked here.
• Chips are tracked here.
• Apple is tracked here.
• Apple Silicon is tracked here.

And for System on a Chip (exactly opposite what most of the rest of the PC industry, especially Dell is doing):

System on a Chip (SoC). SoC tracked here on the blog.

• M-series, M1, M2, M3, and M4: TSM, 3-nm -- desktops, laptops, tablets -- newest models in 2024.
• Apple's press release. 
• now, M5 -- July 5, 2024. September 27, 2024.
  
• A-series, A-17: TSM, 3-nm -- iPhone, iPhone 15 Pro and iPhone Pro Max
• A-series, A-18: all here.
  

System on a chip: the moment the industry shifted its focus.

Link here.

From the linked article:

The M5 series is expected to feature an enhanced ARM architecture and will reportedly be manufactured using TSMC's advanced 3-nanometer process technology. Apple's decision to forgo TSMC's more advanced 2nm process for the M5 chip is believed to be primarily due to cost considerations. Despite this, the M5 will feature significant advancements over the M4, notably through the adoption of TSMC's System on Integrated Chip (SoIC) technology.

This 3D chip-stacking approach enhances thermal management and reduces electrical leakage compared to traditional 2D designs. Apple is said to have expanded its cooperation with TSMC on the next-generation hybrid SoIC package, which also combines thermoplastic carbon fiber composite molding technology. The package reportedly entered a small trial production phase in July.

Apple's forthcoming M5 chip is anticipated to bring significant enhancements in performance and efficiency across various devices. Production could begin as early as the second half of 2025, with the first M5-equipped devices potentially launching by the end of next year or early 2026. Assuming Apple maintains its typical upgrade cycle for its custom silicon, here are the devices we're expecting to benefit first:

• iPad Pro
• MacBook Pro
• MacBook Air
• Apple Vision Air

Another Green Energy Business Will Be Phased Out -- November 29, 2024

Locator: 44455HYDROGEN.

Tag: hydrogen batteries green energy EVs cost renewables

Link here.

Photo Of The Day -- November 29, 2024

Locator: 44454PHOTO.

Look at those rolodexes. Jensen does his own dialing -- most billionaires, one would think, would have "Jeeves, get Elon on the phone."

If Rigzone Is Reporting It, It's Got To Be Real -- CCS -- November 29, 2024

Locator: 44452CCS.

Tag: Gorgon CCS.

Tag: CCS, carbon capture sequestration.

Link here.

French Auto Parts Supplier Valeo SA To Cut Jobs Due To "Massive" Loss of European Competitiveness -- November 29, 2024

Locator: 44451EUROPE.

Google valeo sa cutting jobs

French car parts supplier Valeo is set to cut 1,000 jobs across Europe.

Another indication things are not going well for auto manufacturers in Europe. 

EV -- Random Notes -- The Day The Music Died -- Clearing Out The Inbox -- November 29, 2024

Locator: 44450EVS.

Going from bad to worse, link to the WSJ: 

WaPo catalogues recent EV disaster news, link herehttps://x.com/JunkScience/status/1761777761624924425;

Rivian cash burn:

US Field Production -- September, 2024, Data

Locator: 44449B.

Link here.

Data for previous two months revised down slightly.

Busy Weekend For Wells Coming Off Confidential List -- November 29, 2024

Locator: 44448B.

WTI: $68.60.

Monday, December 2, 2024: 2 for the month; 106 for the quarter, 637 for the year

• 40106, conf, Enerplus, Devils Canyon 147-97--17-20-7H,

Sunday, December 1, 2024: 1 for the month; 105 for the quarter, 636 for the year

• 39749, conf, Hess, RS-F Nelson-156-91-2413H-4,

Saturday, November 30, 2024: 58 for the month;104 for the quarter, 635 for the year

• 40670, conf, CLR Carpenter 2-13H,
• 40665, conf, CLR, Sandhill 7-24HSL,
• 40661, conf, CLR, Sandhill 2-24H,
• 40107, conf, Enerplus, Devils Canyon 147-97-17-20-8H,
• 39858, conf, Hess, EN-Charles-Wood-157-94-1720H-5,

Friday, November 29, 2024: 53 for the month; 99 for the quarter, 630 for the year

• 40673, conf, CLR, Carpenter 5-13H,
• 40196, conf, Hess, EN-Dobrovolny-155-93-2821H-8,
• 40035, conf, Hess, BL-Svor-156-95-0403H-7,
• 39859, conf, Hess, EN-Lokken-157-94-0805H-4,
• 39748, conf, Hess, RS-F Nelson-156-91-2413-3,
• 39218, conf, Petro-Hunt, USA 146-97-29A-32-4H,
• 37940, conf, BR, Boxer 4B TFH,

RBN Energy: Innovators at Cushing hub provide new outlet for Uinta Basin's "Yellow Wax" crude.

Cushing has done it again! The all-important hub in central Oklahoma is once more broadening the range of crude oils it handles, this time by figuring out how to receive and blend the quirkiest of domestic oils: yellow wax crude from Utah’s Uinta Basin. Better still, the blending can create a fully compliant Domestic Sweet (DSW), the crude quality deliverable on the CME/NYMEX futures contract usually referenced as West Texas Intermediate (WTI). In today’s RBN blog, we discuss how it works and what it means for Uinta producers, waxy crude marketers, refiners and Cushing itself.

Good Morning -- Happy Black Friday -- Cramer's First Hour -- The Market Is Insane -- November 29, 2024

Locator: 44447CRAMER.

Updates -- At The Close

1:25 p.m. CST:

Original Post -- At The Open

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.

I'm here but I'm not going to blog for awhile. 

I'm paying attention to the market. A bit of buying today.

Cramer is off today (CNBC). It's the "Eisenhour." LOL.

NFL: Black Friday game today, this afternoon -- Amazon Prime! Amazon Prime Video NFL viewership has grown 40% over the past few years -- source, CNBC. Al Michaels: streaming is coming much faster than he ever expected. Amazon really, really wanted this post-Thanksgiving package.

US markets:

• NASDAQ: opens above 19,000
• S&P: opens above 6,000 -- at 6,10, up 11 points
• Dow: opens at around 45,000, up 150 points.

X vs Bluesky? Carl is back to posting on X.  This needs to be fact-checked. Is Carl back on X?

**********************************
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.