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Thursday, October 15, 2026

Thursday Morning, Part 2 -- October 15, 2026

Locator: 51952INVESTING.

NFL: TNF -- Seattle Seahawks at Denver Broncos. Seahawks favored by 2.5 points.  

AAPL: trading up 0.67%; up $2.29 today; trading at $345.24. 

TTE: eyes massive profit windfall as refining margins soar. Link here to Tsvetana Paraskova.  

Copper shortage? Link here to Charles Kennedy. 

Paducah: DOE announces landmark massive tech innovation campus in western Kentucky. Link here.

  • $100-billion private investment (previous such announcements have led to dismal results)
    • phased buildout targeted for 2032
    • Brookfield Asset management will build the data center campus
    • NextEra Energy will be responsible for providing the power
    • the campus: a massive 1.8-GW artificial intelligence and high-performance computing (HPC) innovation campus
  • footprint 
    • 600 acres for the data center
    • 200 acres for 2-GW power center
    • 300 acres for the 2.6-MW battery energy storage
    • total leased / designated area: 785 acres of federal land 
  • power: a new energy infrastructure
    • 2 GW of natural gas-fired generation coupled with 2.6 GW of battery energy storage
  • specific location
    • to be located at the former US DOE Paducah Gaseous Diffusion Plant
    • 5501 Hobbs Road, Kevil, McCracken County, western Kentucky 

Paducah, Kentucky: I don't know if I would have posted this note but years ago I spent a fair amount of time on the memoirs of US Grant -- I've read it at least twice and parts of it many more times. 

I also made a self-teaching guide for middle-school students. I will send it to our grandsons in Portland, OR, when they are a bit older. The best part of the self-teaching guide: it teaches a lot of US geography. The memoir had a strong connection to Mark Twain, but that's another story of another day. 

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A Musical Interlude
 
This takes me back to both the Greek Theater within Griffith Park and the Hollywood Bowl a bit farther to the west. North Hollywood; Los Feliz (wow); North Vermont Avenue; Highland Avenue. 
 
"Gypsy" by Fleetwood Mac.