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Sunday, November 30, 2025

Retail Competition -- It's Cut-Throat -- November 30, 2025

Locator: 49581RETAIL.

I just saw a Target ad while watching SNF. They happened to show a Crispi Pro in a shopping cart, an item I've been thinking about. I quickly grabbed my phone and checked the prices. 

Flash sale at their app pages -- Crispi Pro, list, $279.

  • Target: $279
  • Amazon: $229
  • Macy's: $229
  • Walmart: unavailable; other option: Instant Pot Pro Crisp 8-Quart -- $319.98 

No screenshots. Not worth the effort or the time. 

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BRK -- I'm A Believer -- November 30, 2025

Locator: 49580BRK.

I've flip-flopped on BRK so many times, I've lost track.

For the past year, maybe longer, I've had a lot of negative posts about BRK. 

So, I was curious. Was I missing something? If so, what was I missing?

I spent about four hours with ChatGPT this afternoon, asking very, very specific questions with regard to BRK and after those four hours, the short answer: I'm a believer.

About two years ago, I pivoted from energy to tech. Now, upwards of 60% of any new money will be invested in BRK.

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. 
  • Many posts are not proofread for several days after they've been posted.  
  • 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.
  • And Oracle. 
  • Longer version here.

Back to BRK. 

It all started with a reader noting that today was the last day of the 2025 US/Atlantic ocean hurricane season  (I guess that's redundant -- Pacific storms are called typhoons -- whatever). 

I've completely misread BRK for the past year or so. I assume I've misread / misunderstood BRK for as long as I've invested but this year things have really changed.

I'm not going to go through it now, but I want the date-time stamp for myself when I flip-flopped again. 

This time: I'm all in / for BRK. 

Now that I know what I know about BRK, I doubt my thoughts about BRK will ever change (again). We'll see. I hope I'm not wrong.

Chubb has two things going for it with regard to BRK

  • Chubb has the same DNA as BRK (primary insurance and reinsurance);
  • among those companies with that same DNA, Chubb is the "best of the rest."

There is a huge negative: PacifiCorp. But, from my perspective, it's not a financial issue; it's a "PR" issue.

*******************************
NFL Football Coverage

Perhaps the top five color analysts: Cris Collinsworth, Greg Olsen, Tom Brady, Troy Aikman, and Tony Romo.

My preference has always been Collinsworth, but he's getting long in the tooth.

My two least favorites: Troy Aikman and Tom Brady.

In his niche, a different niche than Collinsworth, my favorite is Tony Romo by a long shot. 

Collinsworth and Romo would not work well as a team in the broadcast booth. If two NFL games were playing simultaneously, one with Tony Romo in one booth; Collinsworth in the other booth, I'm not sure whom I would prefer. It might be Romo by a hair.

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LPDDRs -- Low-Power Memory Chips -- November 30, 2025

Locator: 49579CHIPS. 

Updates

December 3, 2025: Micron is selling its mom-and-pop storage division to concentrate on commercial memory, link here -- 

Original Post  

And, that led to today's AI topic: LPDDRs --

Top 10 companies (2025 -- memory leaders powering mobile revolution. Link here.  


The top ten:

  • Samsung
  • SK Hynix
  • Micron
  • Nanya Technology -- Taiwan
  • Winbond Electronics -- Taiwan
  • Integrated Silicon Solution Inc (ISSI) -- San Jose, CA; automotive LPDDR4, industrial LPDDR.
  • Alliance Memory -- East Greenwich, RI, USA
  • Etron Technology -- Taiwan
  • AP Memory -- Taiwan
  • ChangXin Memory Technologies (CXMT) -- China; domestic LPDDR4/4X solutions. 

Tom's Hardware, November 19, 2025, link here:

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Initial Production Data For Wells Coming Off Confidential List This Next Week -- November 30, 2025

Locator: 49578B. 

The wells:

  • 41325, conf, Hess, EN-Rice-155-94-1102H-7, Manitou, 
DateOil RunsMCF Sold
9-20251725418045
8-20251644317880
7-20251993121024
6-2025222428211
  • 28514, conf,  CLR, Berlain 5-30H, Patent Gate, npd, 
  • 41834, conf, BR, Muri 3C-UTFH, Elidah, npd, 
  • 41492, conf, CLR, Boulder Federal 4-4HSL, Banks, npd,
  • 41326, conf, Hess, EN-Rice-155-94-1102H-6, Manitou, 
DateOil RunsMCF Sold
9-2025720718290
8-2025936523371
7-2025991116302
6-20251418519197
  • 28515, conf, CLR, Berlain 4-30HSL, Patent Gate, npd, 
  • 41298, conf, Hess, BL-Kvam-LW-156-95-1918H-1, Beaver Lodge, 
DateOil RunsMCF Sold
9-20251412629925
8-20251323823056
7-20251065322676
6-20251446224365
  • 36702, conf,  BR, Muri 2E-MBH, Elidah, npd, 
  • 41242, conf, Hess, GO-Bergstrom-156-98-2833H-7, Wheelock, 
DateOil RunsMCF Sold
9-20251389128389
8-20251425630150
7-20252848357521
6-2025218123648
  • 41777, conf, CLR, Willey 7-3H, West Capa, npd,
  • 41776, conf, CLR, Willey 6-3H, West Capa, npd,
  • 41775, conf, CLR, Rose Federal 3-34H, West Capa, npd,
  • 41774, conf, CLR, Rose Federal 2-34H, West Capa, npd,
  • 41222, conf, Phoenix Operating, Marshall 11-2 4H, Elidah, 
DateOil RunsMCF Sold
9-2025135416742
8-2025159267730
7-2025169258474
6-202520486861
  • 41221, conf, Phoenix Operating, Marshall 11-2 3H, Bailey, 
DateOil RunsMCF Sold
9-2025127616875
8-2025140716951
7-2025148878262
6-202518147796
  • 41220, conf, Phoenix Operating, Marshall 11-2 1H, Bailey, 
DateOil RunsMCF Sold
9-2025140777438
8-2025151447761
7-2025168418945
6-202521034877
  • 41138, conf, Phoenix Operating, Marshall 11-2 2H, Bailey, 
DateOil RunsMCF Sold
9-2025130326881
8-2025136866987
7-2025141447741
6-202519501841
  • 41025, conf, Devon Energy, Helling 16-21 5H, Ragged Butte, 
DateOil RunsMCF Sold
9-20251137422397
8-20253682559757
7-20251970421969
6-20254325542319
  • 36701, conf, BR, Muri 2D-UTFH, Elidah, npd, 
  • 41327, conf, Hess, EN-Rice-155-94-1102H-5, Manitou, 
DateOil RunsMCF Sold
9-20251808532944
8-20252318337811
7-20252213339570
6-20253014942744
  • 41700, conf, Marlo Operating, TOSCO Branch 4, wildcat, NENE 19-129-103,
  • 41663, conf, Petro-Hunt, Lee 158-4-15A-27-1HS, East Tioga, npd, 
  • 41328, conf, Hess, EN-Rice-155-94-1102H-4, Manitou, 
DateOil RunsMCF Sold
9-20251132423095
8-20251331120684
7-20251576622354
6-20252174030814
  • 41243, conf, Hess, GO-Vinger-156-98-2116H-7, Wheelock, 
DateOil RunsMCF Sold
9-20251234924150
8-20252211435781
7-20252559934370
6-20254320270805
5-20258381153
  • 41024, conf, CLR, Berlain 6-30H, Patent Gate, npd, 
  • 40558, conf, Hess, GO-Bergstrom-156-98-2833H-6, Wheelock 
DateOil RunsMCF Sold
9-20251065127060
8-20251306034810
7-20251658044804
6-20252597546427
5-2025438433
  • 36700, conf, BR, Muri 2A-MBH, Elidah, npd, 
  • 41530, conf, CLR, Garfield Federal 8-5H, Banks, npd, 
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Wells Coming Off Confidential List This Next Week -- November 30, 2025

Locator: 49577B. 

The wells:

Wednesday, December 10, 2025: 20 for the month, 143 for the quarter, 727 for the year, 
41325, conf, Hess, EN-Rice-155-94-1102H-7, 

Tuesday, December 9, 2025: 19 for the month, 142 for the quarter, 726 for the year,
28514, conf,  CLR, Berlain 5-30H,  

Monday, December 8, 2025: 18 for the month, 141 for the quarter, 725 for the year, 
41834, conf, BR, Muri 3C-UTFH,

Sunday, December 7, 2025: 17 for the month, 140 for the quarter, 724 for the year, 
41492, conf, CLR, Boulder Federal 4-4HSL, 
41326, conf, Hess, EN-Rice-155-94-1102H-6, 
28515, conf, CLR, Berlain 4-30HSL,

Saturday, December 6, 2025: 14 for the month, 137 for the quarter, 721 for the year,
41298, conf, Hess, BL-Kvam-LW-156-95-1918H-1, 
36702, conf,  BR, Muri 2E-MBH,  

Friday, December 5, 2025: 12 for the month, 135 for the quarter, 719 for the year, 
41242, conf, Hess, GO-Bergstrom-156-98-2833H-7, 
41777, conf, CLR, Willey 7-3H, 

Thursday, December 4, 2025: 10 for the month, 133 for the quarter, 717 for the year,
41776, conf, CLR, Willey 6-3H, 

Wednesday, December 3, 2025: 9 for the month, 132 for the quarter, 716 for the year,
41775, conf, CLR, Rose Federal 3-34H
41774, conf, CLR, Rose Federal 2-34H, 
41222, conf, Phoenix Operating, Marshall 11-2 4H, 
41221, conf, Phoenix Operating, Marshall 11-2 3H, 
41220, conf, Phoenix Operating, Marshall 11-2 1H, 
41138, conf, Phoenix Operating, Marshall 11-2 2H, 
41025, conf, Devon Energy, Helling 16-21 5H, 
36701, conf, BR, Muri 2D-UTFH, 

Tuesday, December 2, 2025: 1 for the month, 124 for the quarter, 708 for the year,
None.

Monday, December 1, 2025: 1 for the month, 124 for the quarter, 708 for the year,
41327, conf, Hess, EN-Rice-155-94-1102H-5, 

Sunday, November 30, 2025: 65 for the month, 123 for the quarter, 707 for the year,
41700, conf, Marlo Operating, TOSCO Branch 4, 
41663, conf, Petro-Hunt, Lee 158-4-15A-27-1HS, 
41328, conf, Hess, EN-Rice-155-94-1102H-4, 
41243, conf, Hess, GO-Vinger-156-98-2116H-7, 
41024, conf, CLR, Berlain 6-30H, 
40558, conf, Hess, GO-Bergstrom-156-98-2833H-6, 
36700, conf, BR, Muri 2A-MBH,

Saturday, November 29, 2025: 58 for the month, 116 for the quarter, 700 for the year,
41530, conf, CLR, Garfield Federal 8-5H, 

 

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Saturday, November 29, 2025

Japan Is Building Several Huge Semiconductor Fabs -- Pay Attention To Micron -- A Sleeper -- November 29, 2025

Locator: 49576MICRON. 
Locator: 49576JAPAN. 

Link here. 

Japan is building several huge semiconductor fabrication plants (fabs) as part of a national strategy to revive its chip industry. This includes Micron Technology's planned $9.6 billion AI memory chip plant in Hiroshima, the government-backed Rapidus startup's advanced fab in Hokkaido, and a second plant from TSMC in Kumamoto. These projects leverage substantial government funding to attract foreign investment and build a new ecosystem for advanced chip production.
Key projects:
  • Micron Technology: The U.S. chipmaker plans to invest $9.6 billion in a new plant in Hiroshima to produce advanced high-bandwidth memory (HBM) chips for AI applications, with construction starting in May 2026 and shipments beginning around 2028. Japan's government will provide up to ¥500 billion ($3.2 billion) in subsidies for the project.
  • Rapidus: This Japanese startup, backed by the government and major corporations like Toyota and Sony, is building a state-of-the-art 2nm chip foundry in Chitose, Hokkaido. The government has invested $12 billion in the company to build this cutting-edge facility, which partners with IBM.
  • TSMC: The Taiwanese company, which has already opened its first plant in Kumamoto, plans a second facility there with construction starting soon and aiming for operation by late 2027. Japan's government will provide significant funding for this second plant as well.

The cost for TSMC's second facility in Japan is estimated at approximately $13.9 billion and will be operational by the end of 2027. The Japanese government is supporting the project with subsidies of around ¥7.8 billion (about $7.8 billion), and the total investment for both TSMC Japan facilities is expected to exceed $20 billion. 

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Micron 

See this link from the other day on the blog.

Now this link from TipRanks. 

Micron Technology stock posted another comfortable gain, capping a stellar year that saw its shares jump 174% through Wednesday’s close. This huge momentum is driven by a massive surge in demand for memory hardware, and recent earnings reports from major PC makers Dell Technologies DELL and HP Inc. HPQ confirm that this demand, and the resulting price hikes, are real.

On Friday, Micron was the second-best performer in the S&P 500, with shares climbing 2.9%. This positive sentiment comes directly from the market recognizing that Micron, as a key memory supplier, benefits from the pricing power stemming from the AI and data center build-out. The company is poised to enjoy high margins and consistent revenue as long as the memory shortage persists.
**********************************
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. 
  • Many posts are not proofread for several days after they've been posted.  
  • 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.
  • And Oracle. 
  • Longer version here.

****************************
Of the Major Eight (?) -- 
Micron Is Turning Out To Be The Most Interesting / Surprising

Go over to x and search for Micron, or use this link.  

Link here. Currently trading at $235. Price target raised to $340.

 
Link here.


Does Apple make its own memory chips?

AI prompt: the teardown for Apple's iPhone 15 shows the following from the "Memory Board": Cirrus Logic; Kioxia, Texas Instruments, and NXP. No mention of Samsung or TSMC. Earlier note suggested Apple buys memory chips from Samsung / TSMC. Are those the fabs; the others (Cirrus, Kioxia, TI, NXP), the designers?

The teardown:

Google search reply: 

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iPhone 17 Teardown

Many, many links. Easy to find.

Here's one: MacRumors.  

The ‌iPhone Air‌ logic board includes the C1X 5G modem, the N1 networking chip, and the A19 Pro, all of which Apple designed. The ‌iPhone Air‌ is the first ‌iPhone‌ to have so many custom-designed Apple chips. 

The other iPhone 17 models also have the A19 and the N1, but the ‌iPhone Air‌ also gets the C1X instead of a Qualcomm modem.

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Movie Night

Watched The Third Man twice tonight. Saw things I missed before. What an absolutely incredible movie. Said to be the best British movie ever. Black and white, released in 1949 / 1950; still holds up. Amazing.

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Genesis Mission -- First Mention -- November 29, 2025

Locator: 49575GM. 

A new tab at the top of the blog has been created: GM -- Genesis Mission. 

A lot of pearls. Including the new location for the largest cryptocurrency "base" in the world. One might find that interesting. 

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The Stressed Consumer -- The Numbers Are Coming In -- Records Being Set -- $1 Trillion Spent First Time Ever -- November 29, 2025

Locator: 49574ECONOMY. 

Link here. 

The K economy:
  • the rich are richer
  • the rich, in fact, are much richer
  • the rich feel richer
  • the rich are spending money
  • at the end of the day -- that's where the "disposable" money is.

All CNBC talked about the past two weeks:

  • inflation is so high;
  • the consumer is so stressed;
  • tariffs are making things too expensive;
  • consumer confidence is way down.

It became quite tedious.



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Focus on Dividends -- November 29, 2025

Locator: 49573DIV. 

Companies paying dividends in December, 2025. Link here.  

Selected companies from the link above. None of this has been proof-read, fact-checked.

Ticker

Month

Date

Year

Amount


COP

12

1

2025

$0.84


ENB

12

1

2025

$0.94


PSX

12

1

2025

$1.20


CMI

12

4

2025

$2.00


XOM

12

10

2025

$1.03


CVX

12

10

2025

$1.71


MPC

12

10

2025

$1.00


MSFT

12

11

2025

$0.91


CNP

3

12

2026

$0.23


AMGN

12

12

2025

$2.38


GLW

12

12

2025

$0.28


MCD

12

15

2025

$1.86


CSX

12

15

2025

$0.13


QCOM

12

18

2025

$0.89


Nvidia

12

26

2025

$0.01


WMB

12

29

2025

$0.50


AVGO

12

30

2025

$0.59


UNP

12

30

2025

$1.38


DVN

12

30

2025

$0.24








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