Going Into The Weekend -- See The Disclaimer -- February 14, 2025

Locator: 48560DELL.

Movies: TCM tonight -- wow, Casablanca! Watched it for the umpteenth time. Never gets old. 

Now back to regular programming.

Dell shares pop on report of $5 billion deal for AI servers for Elon Musk's xAI. Link here. 

Tectonic changes; administration changes - huge opportunities for investors. Absolutely huge.

Comment on ex-patriots later this weekend, if I remember. Personal story.

OXY: most fascinating story. Warren Buffett buys more shares this week. Link here. Either energy bulls are all going to get rich or Buffett ... I have no idea ... but the little I know about oil, OXY doesn't seem to be any better at finding or producing oil than any of the other majors.

Nvidia: link here.

 **********************************
Disclaimer
Brief Reminder 

Briefly:

• 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.