Wednesday, July 8, 2026

Tech Notes -- July 8, 2026

Locator: 51133TECH.

Schwab: I'm not sure if this is accurate. 

It's 12:21 p.m. CT, July 8, 2026. Holy mackerel -- my Schwab portfolio is having an incredible day: a) it's overweight in oil; and, b) it's way overweight in AAPL, currently up very nicely on some incredible Apple news, including: a) a new server chip in-house; b) AVGO; and, c) QCOM. See disclaimer.

Apple: only ASUS, at 0.2%, and Apple, at 10.1% this quarter and 9.9% the quarter before, reported positive growth, y/y.


 Apple: announcing some interesting (continuing) partnerships with Broadcom and Qualcomm. 


 And then there's TSM:

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The Book Page

The Story of Semiconductors, John Orton, c. 2009.

Probably the best book ever on this subject. Hard to find. Available for $150.00 at Amazon but one can find it for resale for as little as $4.99. I just checked: Amazon now has it for around $80 for hardcover; $75 for paperback. 

Notes at two sites:

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Disclaimer
Brief 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. 
  • 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 and Oracle to the disclaimer. I am also inappropriately exuberant about all things Broadcom and Oracle.
  • Longer version here.

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