Locator: 50136ARCHIVES.
I am in such a great mood today. It is amazing all the incredible news that has come out in the past twelve hours. And now, five new permits for the Bakken.
The "stuff" coming out of the Mideast is truly amazing. My two years at Air War College back in 1993 - 1995, and my fifteen years overseas, including two full years in eastern Turkey, and even a few days in northern Iraq, time with the Kurds on the ground -- all now coming back to me.
Speaking of Turkey, Iran, attempted to attack Turkey today, but apparently allies brought down the Iranian ballistic missile. Secretary General of NATO Mark Rutte said that was unacceptable.
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The Book Page
These books were scattered in various places around the house. These are the books I've been reading the last six weeks. Time to get them organized.
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Apple
Today's announcements incredible. The MacBook Neo. Joanna Stern: the Apple netbook I always wanted.
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Micron
Up $21 today -- maybe more -- news coming out of South Korea. Wow.
I have absolutely no idea what's going on. Ever since the war started I quit reading / watching the news / CNBC / etc., with some exceptions, including checking the Micron ticker.
From Market Watch,
“Major selling in Asia in these sectors centered on memory winners like Samsung & Hynix is something to watch as to the impact on U.S. names that are very well-owned,” Mizuho trading-desk analyst Jordan Klein wrote in a note to clients on Tuesday.
But he thought the extreme daily declines for Samsung and SK Hynix shares reflected more that South Korean stocks had become “massively overbought.” In other words, the move wasn’t “a new negative indicator on fundamentals.”
Micron said Tuesday it made progress with a form of low-power server memory as it recently started shipping samples of what it calls “the industry’s highest-capacity LPDRAM module.”
“This milestone represents a transformational step forward for AI data centers, delivering low-power memory capacity that can unlock new system architectures,” the company said in a statement.
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AVGO
The backlog of orders.
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SCOTUS and Immigration
A unanimous ruling coming out of the US Supreme Court today. I think it's a big deal. Waiting to see how the mainstream media frames it. First blush: the robed men and women got it right. But, wow, unanimous.
Unless I'm missing something, the court knows that the judicial system can't adjudicate four million + cases and appeals, coming out of 13 lower courts. There are 13 federal appellate courts, known as the United States Courts of Appeals, which act as the intermediate level of the federal judiciary. They consist of 12 regional circuit courts and one specialized Court of Appeals for the Federal Circuit.