Locator: 51256TECH.
Trump: comes between Micron and Apple. Fascinating. Link here.
Trump: Trump calls them tariffs; the EU calls them fines. Link here.
Google: trending toward $1 billion / day in revenue for "search." Link here. The company just delivered one of the strongest quarters of the AI cycle with Cloud revenue growing 82% and operating margins reaching 36%.
And that's it.
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Enbridge
One of my favorite stocks. I have had positions in ENB for as long as I can remember.
For one reason or another I was looking at ENB this evening -- I guess it had to do with its Canadian Sunrise project. And then I stumbled on this Motley Fool article:
I had those dividends automatically re-invested in Enbridge for many years, but now those quarterly payments have become so big they are being used for tech.
Having said that, Costco (COST) would have been a much better investment over the last 30 years, but this past year? ENB, over 20%; and, COST? Much more volatile and essentially flat (about 0%). The interesting thing? Right now, it looks like this may hold true for the next several years.
By the way, one could substitute BRKB for COST in the above note.
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Disclaimer
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 to the disclaimer. I am also inappropriately exuberant about all things Broadcom. Now, I've added Amazon. And QCOM. Longer version here.
