Locator: 51680CHIPS.
Locator: 51680CAT.
Unrelated to anything else on the blog: NetSPI and Synack have agreed to merge. KKR is backing this merger. Link here. ChatGPT says:
Given your interest in how AI is changing the economics of entire industries, I think this merger is worth watching closely. It may be an early example of a broader category in which the winning company isn't the one with the best autonomous AI, but the one that figures out how to put AI agents and scarce human expertise together most efficiently.
Updates
Later, 1:46 p.m CT:
- earlier I posted an Eisenhower adage on how to solve a problem;
- there is a corollary, how to not lose a war: never surrender; simply let it drag on. Examples: both Ukraine and Russia; a singleton: Iran.
We're now getting word (link here) that earlier today:
Original Post
Due to family activities today, blogging will be delayed.
When I get a chance, I will complete this discussion: link here.
It has to do with hyperscalers and chips: Trainium, Nvidia, and Maia.
So, we'll get back to that later. It started out when I was updating my understanding of these chips, and, interestingly enough, has an investing element.
By the way, in passing, CAT is the second best ticker in the DOW so far this year in 2026. Amazing. Link here.
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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.
