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META: Sarah Eisen asked THE question -- why does META need to spend so much money -- one gets the feeling that "we" are seeing a turning point in AI -- moving to a new level -- starting to sort out the next group of winners and losers.
- BRKB: safe harbor -- it's one of the few big names that is green, and BRKB is very green (up $3.50)
- AAPL: another safe harbor -- was green earlier in the morning, now minimally negative
- WTI: just below $100 after jumping 2% with Houthi / Saudi events; traded briefly above $100 earlier but has since dropped back.
Qualcom: what is Qualcom doing now? Link. Link here: https://share.google/aimode/NI2U5PyVFyPXkIr6j.
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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. Nothing on this site should be seen as recommendations for the general public. On the other hand, I have no problem if members of my extended family "see" recommendations I might be making - but only members of my extended family, limited to my children and my grandchildren. Longer version here.
