Locator: 49345INV.
NASDAQ: hits record high.
Oil < $60: first time in six months. Down 3%; down $1.60. Will have huge (positive) effect on inflation.
Electricity: may require a stand-alone blog.
- table;
- New Jersey: rates jump 20%+. Link to The New York Times.
Electricity, EIA:
TSMC: beats. Link here.
Bubble or not: the AI spending binge is unprecedented in every way. Link here.
Control of compute: link here. Jargon: compute. This may require a stand-alone blog.
Oracle: Ellison's biggest bet ever to keep Oracle on top. Link here.
AMD: long thread, link here. Price target increase this a.m. on CNBC.
AMD: Lisa Su said the quiet part out loud. Link here.
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My Favorite 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.
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Personal Investing
So many opportunities today, again a 30-year horizon:
- VNOM: may sell some assets outside the Permian;
- CSCO: wiring and now chips
- IBM: quantum;
- BK: no special reason;
- ORCL: in the news again; up 2.3%;
- QCOM: down 1.4% at the open;
- AMD: down 1.7% at the open;
