Locator: 49339AMZN.
Rhetorical question: is it just me or are you seeing the same thing I see? Every time a CNBC talking head asks if this is a bubble, one minute later we see another headline like this: Amazon hits a new record high after a $38-billion deal partnering with OpenAI is announced.
And then this ticker, up over 11% in five days:
By the way, to put this $38 billion in perspective:
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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.
- 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.
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The Movie Page
I think I’ve watched The Third Man three times today. It seems to get better with each viewing.
If there is nothing more to this movie than what it seems, I am very, very disappointed in Graham Greene. My hunch is that there is much more to this movie than folks realize. I think it was highly influenced by Casablanca; in fact there's a scene in which the two protagonists meet in a bar called the "Casanova." But I think there's even more.
The opening scene and closing scene are so similar on so many levels, it leads me to believe the 95% of the movie between these opening scene and the closing scene is a "dream." The writer did indeed go to Vienna to "find" a story but while driving into the city from the train station passed an unescorted woman walking in his direction. I his mind, he say the story and the story became The Third Man.
Link here. Undated. At least 2007 or later. Maybe 2025.
Bio tidbits for Graham Greene: link here.
