Again, Shay Boloor -- Perhaps My Favorite On "X" Right Now -- February 4, 2025

Locator: 48470INV.

Focus on dividends: since 2022, ASML has increased its dividend 37; another increase was just announced. From $1.585512. to $1.919304, announced, 1/29/25; payable, 5/6/25. 

Focus on dividends: CMCSA increases its dividends from 31 cents to 33 cents per share.

The crash: maps and photos -- The NYT link here. Yesterday, this was still being debated; has the "black box" ended that debate?

The regional jet and the helicopter collided between 300 feet and 350 feet above the ground over the river, according to the investigators who recovered information from the flight data recorders. That places the helicopter more than 100 feet above the height that it was authorized to fly in its particular route near Reagan.

What "no one" is talking about is the number of hours the PIC had. In fact, The NYT is now suggesting night vision goggles were the culprit -- thus already setting the stage to ignore the elephant in the room. From the article:

Defense Secretary Pete Hegseth said Thursday that the helicopter was conducting “a required annual night evaluation” flight and was being flown by “a fairly experienced crew” operating with night-vision goggles.

One wonders how a "fairly experienced crew" broke a basic rule -- flying above 200 feet in this corridor. That had nothing to do with NVG. Also, how did two "fairly experienced crew[members" not pay attention to an "imminent collision warning."

Was ATC aware that the helicopter was flying too high? If not, how was that missed?

Climate change? From The NYT this morning (and reported elsewhere):

The Trump administration has warned more than 1,100 E.P.A. employees who work on climate change and other programs that it may fire them.

Taking a page from the president's playbook: my hunch -- Trump will take a serious look at this -- especially as a transition / stopgap measure until Gitmo is up and running, and especially if there's any more push back regarding his plan to place ankle monitors on criminals when there is a lack of prison space to hold them.

AMZN, AAPL, and NVDA: link here.

Palantir AIP. Keep this on your radar scope.

Yesterday, I took advantage of the "dip" and added more technology to my portfolio. Actually, I didn't really take advantage of the "dip" -- I remain fully invested at all times, so when I had enough cash built up to make a meaningful investment, I added more technology to my portfolio. It should be noted that I did not add to my position in any of those three -- AMZN, AAPL, or NVDA -- but it was one of the Mag 7. In hindsight, AMZN might have been the better choice. Whatever. AMZN is next -- next time I add to my technology positions it's likely AMZN will be the one. We'll see.

Once upon a time this would have sounded bizarre: not any more. LOL. Link here. I don't follow Chris so I'm not sure how this ended up on my twitter feed:

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Disclaimer
Brief Reminder 

• I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken.
  
• 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 Bakken, 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. Nvidia is a metonym for AI and/or the sixth industrial revolution.
• I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
• Longer version here.