Monday, July 27, 2026

End-Of-Day Report Pending -- July 27, 2026

Locator: 51275B. 

Cramer

  • now recommending his followers not invest / trade in tech like Nvidia based on the deal announced over the weekend;
  • what is he saying about Intel now? Cramer says he's buying it aggressively;
  • what is he saying about CrowdStrike? Cramer loves it. 
  • so, there you go. 
  • my hunch: some buying opportunities.
  • watch AMD closely vis a vis Nvidia -- it's all about ratio between CPUs / GPUs 

AAPL: with its jump today, to a new high, market cap:

  • NVDA: $4.78 trillion.
  • AAPL: $4.93 trillion.
  • whoever hits the $5 trillion mark first will get a lot of free "noise" on CNBC.  
    • in fact, I bet this is a very active gamble in prediction markets. 
      • NVDA would need to get to $205.55;
      • AAPL would need to get to $343.09. 

******************************************
Back to the Bakken

WTI: $82. 61. Some of us remember that we used to be happy with $60-oil. LOL.

Active rigs: 23.

Five new permits, #43155 - #43159, inclusive:

  • Operator: Enerplus
  • Field: Dublin (Williams County)
  • Comments:
    • Enerplus has permits for four Cub 5700 wells and one Mary 5700 well, SWSE 10-157-100, 
      • to be sited 383 / 514 FSL and 2053 / 2069FEL.