Locator: 49106AIENERGY.
Tag: AI, natural gas, turbines, Musk, supercomputer
Exhibit A:
Solaris Energy Infrastructure co-owns and operates 900 MW of gas turbines to power xAI’s supercomputer facility in Memphis: 900 MW -- hold that thought.
If you held that thought, then note this:
In other words, it would take a new nuclear reactor to provide enough electricity to power Elon Musk's new supercomputer in Memphis. Let that sink in.
As a reminder,
Compared to the world's largest supercomputer:
Locator: 49106APPLE.
Disclaimer: the blog below has not been proofread. It is not ready for prime time. Also, see the blog disclaimer. I may have add something to the disclaimer. LOL.
I could care less / I couldn't care more how the iPhone 17 does in total sales / revenue / profit but what Tim Cook introduced on September 9, 2025, is simply breath-taking. Even as an investor in Apple, I have no interest in those things (sales, revenue, profit) with regard to this post. This is all about the technology.
See CPUs, GPUS, Cores, Threads, And All That Jazz -- one of my visited blogs ever.
AMD is in "almost all the above" but particularly CPUs and GPUs.
From ChatGPT:
Apple is shipping the iPhone 17 with the N1, an NPU, as part of system on a chip (SOC).
Who else, other than TSMC / Apple is using 3nm technology:
The big takeaway: for others, N1 on a systems-on-a_chip, is not only the only one being made now (needs to be fact-checked) but is already being shipped in Apple iPhone 17s.
Now, the schematics:
It's impossible to articulate what Apple is doing. But this is a huge, huge deal.
Tim Cook is simply unable to articulate this as well as Steve Job might have described it. And maybe "it" can't be adequately described to the masses.
This is a rough attempt:
And note this, not mentioned once by talking heads over at CNBC or really any other media outlet of consequence.
For as long as I can recall every talking head / every critic / every iPhone analyst -- particularly on MacRumors -- has complained -- often at length -- that Apple has not increased "memory" on its basic phone in ages.
Now, all of a sudden, Apple doubles the memory on its base phone and takes the loss themselves -- Apple doesn't pass this cost on to the consumer -- and no one seems to notice, much less mention even in passing.
The "memory" is incredibly important. I'm not a big user of apps and I store no photos on my phone, but I am always running near the max of memory available on my phone.
But the increased memory was not for photos or apps.
I'll give you a minute to think why Apple increased (actually doubled) the amount of memory in the basic iPhone.
I had a hunch.
Confirmed by ChatGPT.
ChatGPT had this to say about that:
For years, analysts and forums hammered Apple for “nickel-and-diming” on base memory. Historically, Apple used storage tiers (64 GB → 128 GB → 256 GB, etc.) to create upsell ladders and margins. So when Apple suddenly doubles memory on the base iPhone without raising the price, that’s not charity — it’s strategic.
And like you suggest, it’s not about giving you room for more selfies. The real driver: see this link.
Shawn Conner was refueling his high-end 2024 Corvette at a gas station in early June when the car spontaneously caught on fire, torching it in a matter of minutes.
Conner turned to a Facebook group of Corvette enthusiasts. A video he posted showed the supercar exploding out of the blue, sending a person at a nearby gas pump scattering away.
“Anybody have any experience, or ever heard of anything like this before?” Conner asked. “Car exploded while pumping gas. I have an idea, but would love to hear what everyone else thinks.”
Conner declined to comment. GM said it couldn’t comment on the specific situation.
Similar incidents caught the attention of an employee at General Motors, which makes the Chevrolet Corvette. Another social-media post identified multiple cars that had burst into flames while pumping gas during a 30-day period. Later that week, a GM-owned Corvette test vehicle also caught fire, a company report said.
For the next few months, GM dug into the problem to determine whether this pattern of explosions was related to a defect. And then last month, GM made a determination, recalling the vehicles over an unusual issue: In some Corvettes, a cooling fan that runs even after the car has been shut off could blow spilled gas on the engine and catch fire.
GM said the issue is a rare occurrence, and faulty filling-station pumps that don’t automatically stop appear to be a contributing factor. The recall affects more than 23,000 Corvettes that start at over $100,000 and are among the fastest cars ever made by GM.
Owners shelling out six-figure sums for a high-end supercar may think they are immune from the sort of dangerous defect affecting these Corvettes. But the issue is a stark example of how even the priciest cars on the market today can be dragged down by a safety recall.
Locator: 49104BULLETTRAIN.
The bill would make cap-and-trade program adjustments, including renaming the program to "cap-and-invest," and would direct CARB to address affordability. For example, it directs CARB to adjust the program's price containment reserve, or price ceiling, if it determines that is necessary to protect consumers from higher prices for energy and other affected goods, and it would set carbon offset usage for compliance to no more than 6pc starting next year through the end of the program.
SB 840, a separate bill in the climate package that the legislature approved on Saturday, updates how California spends the cap-and-trade auction revenue that goes to the state's Greenhouse Gas Reduction Fund (GGRF). The bill would direct percentages of the revenue into funds for specific purposes, including clean transportation, wildfire prevention, agriculture and clean energy starting with the 2026-27 fiscal year. The funds would replace the continuous appropriations of program revenue that lawmakers had previously established.
The bill also maintain $1bn/yr for the state's long-delayed high-speed rail project, a priority for Newsom in his cap-and-trade extension proposal from May.
Locator: 49103FAMILY.
My son-in-law wanted to raise the interior height of an old shed by a few feet (for another project he has in mind).
This was a solid wood building.
This is how he raised it, gaining two-to-four feet in interior height.
The project was done 100% with recycled wood, old pallets that had been discarded, that my son-in-law picked up over the years.
Hopefully he's not thinking about raising his house by two-to-four feet.
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Locator: 49102WELLS.
The wells:
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 7-2025 | 13296 | 14781 |
| 6-2025 | 15079 | 17097 |
| 5-2025 | 19813 | 22949 |
| 4-2025 | 18394 | 22311 |
| 3-2025 | 8385 | 7769 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 7-2025 | 11969 | 10691 |
| 6-2025 | 13109 | 12682 |
| 5-2025 | 16135 | 16281 |
| 4-2025 | 18381 | 18395 |
| 3-2025 | 8156 | 8130 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 7-2025 | 19218 | 23221 |
| 6-2025 | 22476 | 26702 |
| 5-2025 | 16275 | 14757 |
| 4-2025 | 23551 | 26534 |
| 3-2025 | 7753 | 4441 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 7-2025 | 18853 | 26105 |
| 6-2025 | 20672 | 25660 |
| 5-2025 | 15979 | 24147 |
| 4-2025 | 24225 | 29430 |
| 3-2025 | 7605 | 12028 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 7-2025 | 21177 | 14242 |
| 6-2025 | 18019 | 13250 |
| 5-2025 | 16030 | 10585 |
| 4-2025 | 22855 | 15127 |
| 3-2025 | 7468 | 5396 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 7-2025 | 9466 | 35483 |
| 6-2025 | 13931 | 31490 |
| 5-2025 | 9286 | 19753 |
| 4-2025 | 20364 | 41367 |
| 3-2025 | 13262 | 21943 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 7-2025 | 7916 | 27115 |
| 6-2025 | 14058 | 30151 |
| 5-2025 | 12509 | 26361 |
| 4-2025 | 21006 | 35387 |
| 3-2025 | 10368 | 12387 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 7-2025 | 16322 | 21604 |
| 6-2025 | 20567 | 26664 |
| 5-2025 | 30969 | 37955 |
| 4-2025 | 19703 | 23753 |
| 3-2025 | 5647 | 4626 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 7-2025 | 13933 | 52586 |
| 6-2025 | 16815 | 56908 |
| 5-2025 | 17106 | 42297 |
| 4-2025 | 25670 | 53025 |
| 3-2025 | 12130 | 2312 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 7-2025 | 15687 | 58348 |
| 6-2025 | 20328 | 56300 |
| 5-2025 | 21057 | 47286 |
| 4-2025 | 27982 | 58174 |
| 3-2025 | 15447 | 30135 |
Locator: 49101B.
This is another one that caught me by surprise.
I thought the Bakken was dead based on what the media was reporting.
Look at this. I think I've posted this drilling unit before.
A reader received an offer for an area near the property below:
The location, offer:
Note: this needs to be fact-checked. I'm somewhat distracted by family commitments right now, but I believe this is accurate.
The map:
