Locator: 51383B.
Earnings:
- CoreWeave: earnings after the close -- very, very mixed; share price tomorrow will depend on guidance; revs beat; there was an uptick of about 2%; during conference call CRWV spiked 6%; then surged almost 12%.
- currently building infrastructure for MSFT and META;
- Super Micro Computers: shares pop 10% based on guidance
CoreWeave. See this post also.
Query: CoreWeave seems to have its fingers in a lot of pies. Exactly what is it doing now? Who's paying them to do what?
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Back to the Bakken
WTI: $83.44.
Active rigs in the Bakken: 29.
Fjve new permits, #43200 - #43204 --
- Operator: BR
- Field: Haystack Butte (McKenzie County)
- Comments:
- BR has permits for five HBU Sandstone wells, SESE 15-148-98,
- to be sited 763 / 1051 FSL and 126 FEL.
Three permits renewed:
- XTO: three Roust permits, Hofflund oil field.
Two permits canceled:
- Formentera Operations canceled a Marshall permit, Divide County;
- XTO canceled a Predator Federal permit in Dunn County.
Six producing wells (DUCs) reported as completed:
- 36614, 674, BR, Sandie 2B UTFH, McKenzie;
- 41309, 1,360, BR, Sandie 4A MBH, McKenzie;
- 41363, 1,032, BR, Sandie 1A UTFH, McKenzie;
- 41364, 638, BR, Sandie 1B MBH, McKenzie;
- 42237, 2,425, BR, Sandie 2C MBH-R, McKenzie;
- 42302, 2,000, BR, Sandie 3A MBH-R, McKenzie;
One dry hole reported:
- 36616, dry, BR, Sandie 2C-MBH, SESW 21-151-97, McKenzie County.
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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.
