Locator: 49906B.
WMT: $1-trillion club. Eleven members. Link here.
Palantir's gross profit margin; 85%; up 5 pp Y/Y. Link here. 127% (rule of 40). "An n of 1." Greatest quote ever. The ring to rule them all.
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Back to the Bakken
WTI: $63.44.
New wells reporting:
- Thursday, February 5, 2026: 11 for the month, 64 for the quarter, 64 for the year.
- None.
- Wednesday, February 4, 2026: 11 for the month, 64 for the quarter, 64 for the year,
- 42153, conf, Neptune Operating, Gullickson 36-25 4H,
- 41237, conf, Hunt Oil, Clearwater 157-90-14-12H-1,
- 41236, conf, Hunt Oil, Clearwater 157-9-14-11H-3,
- 41234, conf, Hunt Oil, Clearwater 157-90-14-11H-1,
- 41461, conf, CLR, Garfield FIU 2-5HSL,
RBN Energy: LNG exports, data centers have North American gas poised for rapid growth. Link here. Archived.
