Merry Christmas -- North Texas -- DFW Area -- December 25, 2025

Photo taken Christmas Eve, December 24, 2025. The New Yorker double issue: last issue of 2025, first issue of 2026. 

Unseasonably warm weather. 

81°F yesterday. Not quite as warm today but then should be in the 80s again tomorrow. 

Weather can be absolutely dreadful and freezing this time of year in Texas. But not this year.

Comparing Tickers -- Miscellaneous -- Rambling -- December 25, 2025

Locator: 49751INVESTING.

In general, what follows is accurate. There are many exceptions, qualifications, flip-flopping, modifications, etc, but generally this is what I would tell my broker as we begin the discussion.

I'm an investor, not a trader:

• I have a "rolling" 30-year horizon.
• I remain fully invested at all times (there are occasional exceptions).
• I don't invest in bonds, only equities.

With regard to tickers:

• one can cherry-pick all these charts, particularly "time-frames."
• talk is cheap; tickers don't lie; put one's money where one's mouth is.

Time-frames:

• I find anything under one year worthless, except:
• when considering harvesting a tax loss; 
• what analysts on CNBC are seeing, since most talking heads on CNBC seem to be traders.
• when re-aligning my portfolio, the one-year ticker is most important, 
• but even the one-year ticker is just one of many factors being considered.
• I use the five-year time frame to see if my rules of investing are working:
• at a minimum, the five year-return must be over 100%
• Rule of 72: it takes nine years to double one's money at 8%
• the average 20-year annual S&P 500 return runs between 9% and 11% (per AI prompt) with many caveats.

 

*********************************DisclaimerBrief 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.

Best Update On Intel -- December 25, 2025

Locator: 49750INTEL.
Locator: 49750INTC.

Link here. No paywall. A few ads. A very, very long article.

Note the editor-in-chief of RCR Wireless News who wrote this very, very long article:

The headline:

The lede:

More:

Tesla A 15 And Tesla A 16 Chips -- With Musk's SpaceX In Texas, Now Tesla's Chips To Be Fabbed In Texas -- December 25, 2025

Locator: 49749TESLACHIPS.

AI prompt: Tesla A15 And Tesla A16 Chips -- this was just part of the reply -- do not confuse these with Apple's A-series chips (link here). 

From EV Magazine, link here:

Also from AI:

Is Apple fabricating any chips in Texas?

****************************
Texas' "Silicon Valley"

 

I honestly don't know what gets me more excited: all the oil activity, "tech"activity, HEB buildout, and Buc-ee's in Texas representing how fast that state's economy is growing OR following the "tech" story in general, unrelated to Texas. What's more exciting to me: tech or Texas? I honestly don't know. 

And the FIFA World Cup (soccer) will make a huge presence know in 2026. 

Investing -- Best Performers -- 2025 -- Posted December 25, 2025

Locator: 49748INVESTING. 

Link here.  Best, worse, top three in each of three major indices -- S&P 500, Nasdaq, and Dow Jones --  

*********************************DisclaimerBrief 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.

TSMC's Top Three Customers In 206: Nvidia, Apple, Broadcom -- December 25, 2025

Locator: 49747TSMC. 

Beth, link here. One of the best threads so far today. The comments will highlight and augment Beth's post.

The wealth wizard, link here. Note Groq.

*********************************DisclaimerBrief 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.

 

Nvidia Acquires Grok -- December 25, 2025

Locator: 49746GROK. 

Shay, link here. Once you've read the headline(s), this is the post I found most helpful.

• Joann Stern, WSJ, broke the story on my x thread, but it was Shay who really provided the back story.
• in case Shay's link above disappears, here is what he wrote: link here. 

Jonathan Ross, linked here.

The wealth wizard, link here. Note Groq.

*********************************DisclaimerBrief 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.