Wednesday, February 4, 2026

Cramer's First Hour -- First Ten Minutes -- February 4, 2026

Locator: 49907CRAMER.

Sweeping layoffs beginWashington Post. Link here.

Ford: January sales down 5.3% year/year; Phil LeBeau blows it off; blames it on the storm.

ADP: came in at 22K, well below forecast of 45K;

  • multi-millionaire Fed members don't feel the pain;
  • it gets tedious. 

Tetanus vaccine: booster -- every 30 years!

AWS: has never retired a Nvidia A100GPU -- demand is so great. Link here. Despite the chip being six years old.

Bananas: price around the world, 513 cities. Link here

  • per pound:
    • NYC, NY: $1.10
    • Dallas, TX: 75 cents
    • Albany, NY: 65 cents 
    • Raleigh, NC: 57 cents

Hump Day -- February 4, 2026

Locator: 49906B.

WMT: $1-trillion club. Eleven members. Link here.

Palantir's gross profit margin; 85%; up 5 pp Y/Y. Link here. 127% (rule of 40). "An n of 1." Greatest quote ever. The ring to rule them all.

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Back to the Bakken

WTI: $63.44.

New wells reporting

  • Thursday, February 5, 2026: 11 for the month, 64 for the quarter, 64 for the year.
    • None.
  • Wednesday, February 4, 2026: 11 for the month, 64 for the quarter, 64 for the year,
    • 42153, conf, Neptune Operating, Gullickson 36-25 4H, 
    • 41237, conf, Hunt Oil, Clearwater 157-90-14-12H-1,
    • 41236, conf, Hunt Oil, Clearwater 157-9-14-11H-3, 
    • 41234, conf, Hunt Oil, Clearwater 157-90-14-11H-1,
    • 41461, conf, CLR, Garfield FIU 2-5HSL, 

RBN Energy: LNG exports, data centers have North American gas poised for rapid growth. Link here. Archived