Sunday, January 4, 2026

Ravens - Steelers Tonight! Best Game Ever? Probably Not But Certainly In The Hunt -- January 4, 2026

Locator: 49796NFL.

Final 55 seconds: 

  • Steelers: 26 (kicker misses the point-after TD)
  • Ravens: 24.

with 55 seconds left and three timeouts for the Ravens.  

Kick-off return: almost takes it back for the win.

Gets to midfield.

1st and ten: eight-yard pass.

2nd and two: five-yard penalty the Ravens.

2nd and seven: incomplete pass

3rd and seven, 31 seconds left, plenty of time with three timeouts: incomplete pass

4th and seven, 21 seconds left: Ravens with a timeout 

4th and seven, 21 seconds left, after timeout: completed pass at 22-yard line; time-out with 12 seconds left. Last timeout. Three-point field goal try -- no, one more play to get best hash mark --

Two second left: field goal -- misses to the right -- the home crowd goes wild. It's over, Aaron Rodgers wins. Holy mackerel!

Wow, I have no dog in this fight; sentimentally I wanted the home team to win but the way Lamar Jackson played ... I would have been thrilled with a Ravens win .... and then the field goal kicker misses a chip shot. Ravens kicker, a rookie. Also, a relative ship shot.

Can't wait to hear Scott Van Pelt discuss this game, and then "First Take" tomorrow morning. 

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Folks In The US Complain About The Price Of Beef -- "We" Call It "Affordability" -- It Gets Tedious -- January 4, 2026

Locator: 49795SUSHI.

Link here. 

A 535-pound of tuna can yield approximately 12,000 slices of sushi.

$3.2 million / 12,000 slices = $275 / serving of sushi. WHOLESALE. 

What's the most Americans pay for a quarter pound of waygu beef?

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Khameini Preparing To Flee To Russia? January 4, 2026

Locator: 49794IRAN.

This, of course, would be too good to be true, but my hunch: Trump and his advisors are watching this very, very closely. What would it take to overthrow Khamenei? I think daily flights of a mixture of B-52s, B-2s, and the B-1Bs dropping leaflets day in and day out would be enough to do the trick with a little bit of help on the ground from Mossad. 

Yesterday I posted this:

Iran's Khomeini: looking on with interest. 

  • getting out the scrapbook; reviewing how the Shah was ousted/overthrown;
  • measuring drapes for new Moscow apartment;
  • will get credit check / reference from Bashar al-Assad who recently moved to one-room apartment in Moscow;
    • not known if apartment included a landlord-provided refrigerator.

Popping up this evening on The PowerLine blog -- link here --

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How Many Edible Fruits Are There On Earth? 

There isn't a single exact number, but estimates suggest thousands of edible fruit species exist, with some sources claiming over 20,000 edible plant species in total, though humans commonly consume only about 200 plant types, with a few dozen dominating the market. 

While common grocery stores offer a small selection, the world holds a vast, largely untapped variety of fruits, with even single types like apples having thousands of cultivated varieties. 

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From The X-Files -- Absolutely Unnecessary But Just Simply Too Good Not To Post -- January 4, 2026

Locator: 49793HUMOR.

Link here.  

Mayor Mamdani says he was briefed on the Venezuelan-Maduro extraction. 

The only reason I'm posting this is for the thread -- consider it a humorous interlude. 

From Chuck Schumer on the Venezuelan-Maduro extraction: "This is the best I've got."  

It would be nice if the Minnesota-Somali scam got that much attention from Congress. 

One still needs to ask how Walz came out of obscurity -- deus ex machina -- to become the vice presidential nominee for the Democratic Party. Politics runs on money. My hunch: the dots connect. The Democrats certainly didn't need Walz to take Minnesota; the Dems had Minnesota locked up. But there you have it -- an assistant football coach -- perhaps a man that knew too much -- was the right choice for the Democrats. Lots of dots to connect.  

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Nvidia, Groq, And HBM -- January 4, 2026

Locator: 49792GROQ.

More Explanation To An Earlier Note 


 A bit more: 

Earlier 

Micron: link here. I highly recommend this AI prompt:

Tech. Insider's talk. Curious. A very respected/knowledgeable tech analyst says, "I don't think people realize how bullish the Nvidia + Groq deal was for Micron." That analyst suggested that the AI cycle is currently memory constrained. What are your thoughts regarding Nvidia + Groq? 
Then after an hour's worth of discussion, the epiphany: the current "moat" for hyperscalers. The moat for hyperscalers (Nvidia) and consumer electronics (Apple) is NOT capital, talent, and not even design. The moat is something entirely different -- I'll post on x. 
Bottom line: without memory, compute is worthless. That's not me saying that -- that is a direct quote from ChatGPT.
 
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From The X-Files -- January 4, 2026

Locator: 49791ARCHIVES.

Micron: link here. I highly recommend this AI prompt:

Tech. Insider's talk. Curious. A very respected/knowledgeable tech analyst says, "I don't think people realize how bullish the Nvidia + Groq deal was for Micron." That analyst suggested that the AI cycle is currently memory constrained. What are your thoughts regarding Nvidia + Groq? 
Then after an hour's worth of discussion, the epiphany: the current "moat" for hyperscalers. The moat for hyperscalers (Nvidia) and consumer electronics (Apple) is NOT capital, talent, and not even design. The moat is something entirely different -- I'll post on x. 
Bottom line: without memory, compute is worthless. That's not me saying that -- that is a direct quote from ChatGPT.

AMD: link here. 

AVGO: link here. 

MSFT: link here. 


Know what caught my attention? Answer: "3.3GW."  The bar has been set at 2GW. If Microsoft does get to 3.3, that sets a new bar. 

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Observations From The Peanut Gallery -- January 4, 2026

Locator: 49790ARCHIVES.

Quick read: it may be time to take 30 seconds out of your busy schedule to read the wiki entry for the Bay of Pigs invasion. Seriously. Link here.

Trump: with three incredibly successful and audacious military acts -- all in his first year of a four-year term -- he was inaugurated January 20, 2025, slightly less than a full year ago -- Gaza (Hamas hostages), Iran (nuclear facilities), and now Venezuela, one can only imagine Trump seeing this as a "window" that may never open again: Cuba, Mexican drug cartels, Colombian drug cartels, Iran (again). TR: "walk softly but carry a big stick." DJT: "talk loudly, carry a big stick, and don't be afraid to use it."

North Texas weather: we had to turn on the air conditioner today. Early January. Global warming, and I love it. 

NFL: it's my understanding that tonight's SNF game between the Pittsburgh Steelers and the Baltimore Ravens will determine a) who wins the AFC North Division; and, b) who moves on in the championship series. 

Only one team from the AFC North will play in the post-season; no wildcard team will come from this division. If their franchise quarterbacks play, it will be Aaron Rogers vs Lamar Jackson. Can you say record views? 

With a Ravens win, both teams finish the season 9 - 8 but because the Ravens would have a better division record, they take the divisional championship.

Dallas Cowboys: theme song on flight home back to Dallas. Link here. America's team hasn't won a national conference championship in 30 years. Thirty years. Let that sink in.

US politics: GOP presidential nominee, for 2028 election -- it is SecState Marco Rubio's to lose. 

  • 15 vice presidents have become president
    • eight succeeded to the office upon death of their boss; of those four, only four went on to be elected president on their own; so, 11 VPs succeeded on their own?
  • Secretaries of State: six have gone on to become president, all in the 19th century
  • state governors: 17
  • US senators: 17
  • no prior political office: four (Zachary Taylor, US Grant, Ike, and The Don)  
  • Rubio: US rep; US senator; SecState; never governor
  • JD Vance: two years as US senator before being picked by Trump to be the latter's VP

Venezuela: brilliant on so many levels. 


Meanwhile, under Carter: eight killed and only eight Sea Stallion helicopters:

Quick! Name one successful military operation under President Biden.

Catbird's seat: Chevron. Mike Wirth is on speed dial Trump. Wirth and Chris Wright vying for Trump's attention. Trump wants price of gasoline to drop below $1.99. Could we see WTI below $40 two years from now?

Politician most likely to crash and burn politically: current mayor of NYC.

Tech and investing (large cap; well-known names):

  • everybody's favorite: Nvidia
    • for me, tough choice where to put money if given only two choices, NVID or AMD 
  • most undervalued: Amazon [later, see below]
  • keeps showing up on every list: Micron
  • interesting: Broadcom
  • even more interesting: Oracle 
  • most perplexing: Qualcomm
  • AI: ChatGPT; Anthropic; Google. The rest fade away.  

Personal investing: most perplexing -- BRK.  

Personal investing: major change this year -- will move from three ETFs to two ETFs in 2026. 

  • currently: SCHB, SCHD, SCHG
  • will go to: SCHB, SCHD
  • rationale: SCHG and SCHB -- I can't see much difference

Perplexing.

  • is Trump the only non-politician politician who can think strategically? Venezuela was on its way to becoming a Chinese satellite. China desperately needed that oil. 

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Amazon

Several hours after posting the original post above, I came across this gem. Link here. 

Which then leads immediately to this AI prompt: 

With regard to an earlier conversation -- the queue for "memory" with a focus on Nvidia and Micron -- where to you think Amazon Web Services (AWS) ranks in the queue for memory?

 An absolutely fascinating discussion. Link here.

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Initial Production Data For Wells Coming Off Confidetial List This Next Week -- January 4, 2026

Locator: 49789B.

The wells; 

  • 40582, conf, KODA Resources, Stout 1831-5BH, Fertile Valley, npd, 
  • 41293, conf, Hess, GO-Morgan-156-97-1806H-2, Dollar Joe, 
DateOil RunsMCF Sold
10-20252226840729
9-20252419141573
8-20252056732809
7-20252298639138
  • 42031, conf, WGO Resources, Ueckert 1-8, Wildcat, NWSW 9-139-104, npd, 
  • 41363, conf, BR, Sadie IA UTFH, Elidah, npd, 
  • 41195, conf, Hess, GN-Stundal-158-97-1819H-2, New Home, 
DateOil RunsMCF Sold
10-20251421018770
9-20251105914995
8-20251358517144
7-2025730510754
  • 41386, conf, Hess, GN-Stundal-LE-158-97-1819H-1, New Home, 
DateOil RunsMCF Sold
10-20251822626125
9-20251138713268
8-20251952222498
7-20251791611845
  • 40581, conf, KODA Resources, Stout 1831-4BH, Fertile Valley, npd, 
  • 41349, conf, Iron Oil Operating, Patten 3-27-15H, Parshall, 
DateOil RunsMCF Sold
11-2025178784096
10-2025191164125
9-2025186014647
8-2025159983669
7-202512712334
  • 40970, conf, Devon Energy, Costanza 24-13 7TFH, Siverston, 
DateOil RunsMCF Sold
11-20251659650094
10-20252286163495
9-20253093765182
8-20251846845475
7-202556205118054
  • 40620, conf, KODA Resources, Amber 1336-8BH, Fertile Valley, 
DateOil RunsMCF Sold
10-2025264249061
9-2025297698204
7-2025144215987
  • 40619, conf, KODA Resources, Amber 1336-7BH, Fertile Valley, 
DateOil RunsMCF Sold
10-2025257469156
9-2025284628178
7-2025164156991
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Wells Coming Off The Confidential List This Next Week -- January 4, 2025

Locator: 49788B.

The wells: 

Wednesday, January 14, 2026: 21 for the month, 21 for the quarter, 21 for the year,
40582, conf, KODA Resources, Stout 1831-5BH, 

Tuesday, January 13, 2026: 20 for the month, 20 for the quarter, 20 for the year,
41293, conf, Hess, GO-Morgan-156-97-1806H-2, 

Monday, January 12, 2026: 19 for the month, 19 for the quarter, 19 for the year,
42031, conf, WGO Resources, Ueckert 1-8, 
41363, conf, BR, Sadie IA UTFH, 
41195, conf, Hess, GN-Stundal-158-97-1819H-2, 

Sunday, January 11, 2026: 16 for the month, 16 for the quarter, 16 for the year,
41386, conf, Hess, GN-Stundal-LE-158-97-1819H-1, 
40581, conf, KODA Resources, Stout 1831-4BH, 

Saturday, January 10, 2026: 14 for the month, 14 for the quarter, 14 for the year,
41349, conf, Iron Oil Operating, Patten 3-27-15H, 

Friday, January 9, 2026: 13 for the month, 13 for the quarter, 13 for the year,
None.

Thursday, January 8, 2026: 13 for the month, 13 for the quarter, 13 for the year, 
None.

Wednesday, January 7, 2026: 13 for the month, 13 for the quarter, 13 for the year,
40970, conf, Devon Energy, Costanza 24-13 7TFH, 

Tuesday, January 6, 2026: 12 for the month, 12 for the quarter, 12 for the year,  
None.

Monday, January 5, 2026: 12 for the month, 12 for the quarter, 12 for the year, 
40620, conf, KODA Resources, Amber 1336-8BH,

Sunday, January 4, 2026: 11 for the month, 11 for the quarter, 11 for the year, 
None.

Saturday, January 3, 2026: 11 for the month, 11 for the quarter, 11 for the year, 
40619, conf, KODA Resources, Amber 1336-7BH, 

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