Tuesday, October 13, 2026

Four Bedtime Stories -- October 14, 2026

Locator: 51938TECH.

The bedtime "stories: 

  • ASML reports earnings at 12:00 midnight tonight central time tonight -- less than two hours from now;
  • COLA announcement for social security, and military to follow shortly, tomorrow, October 14, 2026 -- likely to be 3.5%;
  • MU: some good words for the company; more on that later;
  • MANGOS: another tech ETF to be announced; this one might be a winner.

See disclaimer. 

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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.
  • ****************************
    Futures

    Right now: 

    • AAPL: down $1 / share;
    • WTI: up another dollar; now trading just over $95;
      • everything suggests things are going to get a whole lot worse before things improve; 
    • CVX: down 44 cents;
      FANG
      : down 15 cents; 
    • MPC: after hitting a 52-week high today (up $18), is up another buck tonight;
    • MU: the bleeding has stopped; 
    • SCCO: not to worry. 

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    More On MU

    Shay posted, link here: "Elon Musk said MU has been "reasonable" on future memory pricing while others have been "extortionate" and that customers won't forget how they were treated. 

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    A New Tech ETF

    That new ETF, from Evan, link here: recently launched, MANGOS (trades as MN). See this PR release, link here. Currently trading for about $25. 

    • Meta Platforms
    • Anthropic
    • Nvidia
    • Google
    • OpenAI
    • SpaceX