Locator: 49407MARKET.
Coinbase: leaving Delaware, relocating to Texas / reincorporating in Texas. All due to regulations. Link here. Link here.
CVX: getting ready to make FID on Leviathan. Part of $2.4 billion Leviathan field expansion. Seems like a no-brainer? With Guyana and now Leviathan, CVX seems to be hitting on all cylinders.
Guyana: on a side note, "Guyana" continues to get a lot of headlines, but in the big scheme of things, Guyana seems about the same size as the Bakken.
Intel vs AMD: for as long as any of us have been investing, it was "always" AMD competing with Intel. This morning, CNBC had a very, very long interview with the AMD CEO, Lisa Su. It was an incredible interview, mostly for the length, if not necessarily the quality of the questions or the answers. Most interesting was when Joe Kernen asked the question many have been asking, "what happened to Intel," and then showed this graphic:
I asked "ChatGPT" this same question some weeks ago, and it came down to this. It all changed when Intel made the decision to not provide a chip / not partner with Apple on the iPhone. Apple approached Intel first for a cellular phone chip and Intel said they could not see the "profit" advantage, and so they declined to partner with Apple. Apple is incredibly difficult to deal with, according to most sources, and Apple's demands were simply too tough to meet for Apple.
So, when did Intel make that decision?
Based on what I know now, Apple lucked into the right decision. Pure luck. A random thought: one wonders if Intel CEO was too close to Steve Ballmer in his thinking regarding the $500 iPhone? LOL. Eightteen years ago. Arm, wiki.
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.