Locator: 49212ARCHIVES.
Targeted ads: I can't articulate how much I appreciate "targeted ads." May expand on this later. A lot of folks on social media feel that "targeted ads" are cringe-worthy or are privacy issues. Not me. I love targeted ads.
Microsoft will embed Anthropic in its Co-Pilot browser.
Personal investing: I finally turned the corner -- a well-balanced portfolio. Took about two years. LOL.
Stargate: all five initial locations revealed. All five are near natural gas shale formations: the Texas Permian, the New Mexico Permian, and the Ohio Utica. Brilliant.
ATT / Nokia avoid damages. Link here. Texas. Precedential opinion. I normally don't read this stuff, but this turned out to be a significant case.
A law precedential opinion is a court's published ruling that establishes a legal principle or standard to be followed in future, similar cases, promoting stability, consistency, and predictability in the legal system through the doctrine of stare decisis ("to stand by things decided").
These opinions carry significant weight, setting a binding or persuasive standard that lower courts or other courts must or may consider, ensuring similar cases are treated alike and upholding public confidence in the law.
Tale of two tickers: SCCO and FCX today. SCCO up 8% today; FCX down 17%. I own the former and lots of it. CNBC panelists love FCX; never talk about SCCO. Never. Today, neither FCX nor SCCO were mentioned by panelists, at least during the segments I watched. And I watched a lot today. This was pure luck -- good luck for some; bad luck for others. Had nothing to do with one's ability to read financial charts or financial statements, something I've talked about before.
Nuclear power: not all that it is cracked up to be. Ask the French. In dire straits. If we're lucky there will be a third Trump term, just as Obama had three terms. Only option: coal. Maybe natural gas as the "bridging" fuel.
Sempra: more on the deal. Not sure what this all means. Like all energy today, SRE had a good day today.
LNG: no who should be really worried about AI-energy requirements? Europe. Link here.
AI-energy requirements? "If they build it, they will come." If OpenAI builds it, Sempra will come."
Amazon: most undervalued of the Mag-7 (mag 7). Can't disagree. Link here.
TikTok: Trump to sign executive orders tomorrow, Thursday, September 25, 2025. Links everywhere.
*****************************
New iPad In The Extended Family
Only because of a targeted ad.
If these was packaged as a laptop, it could go for $1,500. An M3 brand new, most recent generation iPad. Truly amazing.



