Glowing -- August 6, 2025

Locator: 48791GLW.

Oval office: most interesting data point from the Oval Office today? All the tech components being sourced and all the large data centers being built in Texas -- in addition to Houston, Ft Worth figured prominently. 

One data point not mentioned: 2.35 billion active Apple devices in use around the world. Every iPhone and Apple Watch will use Corning glass made in Kentucky. Period. Dot.

More Updates

Tesla ditching TSM; link here. Tesla selects INTC and Samsun for DOJO 3 supply train.
Apple, Samsung teaming up in Houston: link here.

Updates

The Oval Office visit: this is where one should start. Link here.

Then this:

Add: GLW.

Then review:

American Manufacturing Company (did he ad-lib this name? LOL!)

• Apple
• Samsung
• Corning
• Coherent
• GlobalWavers
• Applied Materials
• Texas Instruments
• GlobalFoundries
• Amkor
• Broadcom

Note which company is not on that list: TSMC.

Old, haven't seen an update recently:

ChatGPT prompt: how many Qualcomm components in -

• iPhone 15:
• Qualcomm Snapdragon X70 5G modem
• RF transceiver
• Envelope tracker
• clock generator or power-related chip
• iPhone 16, current Qualcomm component count: for the standard, Plus, and Pro models, sources show at least five prominent but the total is likely higher. 
• Confirmed parts include:
• Snapdragon SDX71M modem (custom)
• Qualcomm RF transceiver (SDR 735-001)
• Qualcomm IF transceiver (SMR546-002)
• Wideband envelope tracker (QET7100-001)
•  Qualcomm clock generatorApple's transition to its own modem
•  delayed but should be in place by 2027
• Apple's first in-house modem (C1) is already in production (iPhone 16e) but limited in feature set and volume.
  
  Apple's staged rollout: low-risk entry
  
  Apple's transition, albeit slower than ideal, will be the most significant chip vertical integration in consumer electronics history
• C1 vs QC X85
• The C1 is purpose-built to communicate with LEO satellites (Starlink [T-Mobile for Starlink beta access with iOS 18 -- coming] and Amazon's Kuiper satellites)
• Qualcomm X85, full satellite connectivity features, including non-terrestrial (NTN) support; powerhouse in terms of bandwidth (up to 12.5 Gbps down / 3.7 Gbps up), optimized for Androids

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Original Post

Link here. 

Link here.

Initiated position in GLW, one year ago.
Added to GLW position the following day, one year ago.

 

 

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BRK

BRK had a good day today, but it has a lot of ground to make up. Six-month chart:

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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.