Monday, February 9, 2026

Goodnight, Y'All -- February 9, 2026

Locator: 49945NORWAY. 

Apple Gets Ready To Draw Blood -- February 9, 2026

Locator: 49945APPLE. 

Personal comment: APPL may simply be the best 30-year investment. Period. Dot. 

Apple: an n of one. 

Link here

From the linked article:

While competitors face increasing component coats and shrinking demand, Apple’s spring 2026 collection seemingly strikes a far more optimistic note. Apple is broadening its market, while others contract, and right now appears focused on delivering faster, better products at mid-range prices.

The company is on the cusp of introducing new Macs, tablets, and smartphones aimed directly at the market segment its competitors dominate, capitalizing on their woes by applying additional pricing pressure. All these devices will run all the artificial intelligence you want them to run, while remaining resolutely the systems that already lead in any user satisfaction survey you want to name.

What’s coming?

Most of what Apple has planned has already been discussed; those plans include the first iteration of much improved Siri and Apple Intelligence services, supported by the tactical partnership with Google Gemini. 

And also: 

  • The iPhone 17e: Replacing the iPhone 16e, the $599 smartphone will carry an A19 chip along with Apple’s own networking and 5G chips. It will boast the same 6.1-in. display and 48 megapixel camera as the current model and will have MagSafe support. Given the positive reception to the base iPhone 17, the budget-friendly model should be popular as it delivers a lot of phone for the price. It’s expected to appear later this month.
  •  A new entry-level iPad equipped with the A18 chip — and an M4-powered iPad Air. This brings AI to the entry-level model for the first time; both will be available as an optional 5G-capable device thanks to Apple’s own 5G chip.
  • Pro Macs: Apple isn’t just about the mid-range; it’s about to apply pressure at the high-end, too, with new MacBook Pro models equipped with M5 Pro and M5 Max chips. These are expected to instantly bump Apple’s existing M5 MacBook to third place in the processor performance charts, which Apple now dominates in this price range. 

 So much more at the link.

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Disclaimer
Briefly

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 am also inappropriately exuberant about all things Broadcom.
  • Longer version here.   
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    Musical Interlude

    Back to black.

    Link here

    Monday, February 9, 2026

    Locator: 49943B. 

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    Back to the Bakken

    WTI: $64.33.

    Active rigs: 26.

    One new permit, #42702:

    • Operator: WGO Resources
    • Field: Sentinel Butte (Golden Valley)
    • Comments: 
      • Sentinel Butte has a permit for a Moe well, NWSW 34-140-104,
        •  to be sited 1592 FSL and 964 FWL, spacing unit, W/2 section 34 = 320 acres.

    Six permits renewed:

    • Silver Hill Energy: six permits -- two LFM2 permits, Leaf Mountain, Burke County; three Rice permits, East Tioga, Burke County; and, one Oliver W permit, Gros Ventre, Burke County.

    The Market -- February 9, 2026

    Locator: 49942MARKET.

    This is for my extended family, not for general readership; this is the fastest way to get information out to all extended family member. See the blog's disclaimer.

    The Dow finishes at a new record, BRK-B finishes lower, again:

    BRK-B finishes lower, again: 

    Spam Musubi, Apple, And Investing -- February 9, 2026

    Locator: 49941SPAM.

    Spam musubi: has its own wiki page

    Amazon: important to read this entire thread.  

    Oracle: at Barron's

    Above was posted before I checked the market today, up over 10% today:

    Fracking: for those who can think -- https://www.foxnews.com/opinion/ive-done-thousands-fracking-jobs-heres-truth-activists-wont-tell.

    Top 3 stocks -- top Wall Street analysts: link here. Long term growth potential.

    • #1: Apple
    • #2: MongoDB
    • #3: Western Digital

    Steve Jobs: a remembrance. Link here

    Holy Mackerel! The Number Of New Products, Updates Being Released By Apple Over The Next Few Months Could Be Staggering -- February 9, 2026

    Locator: 49940AAPL.

    Steve Jobs.

    Steve Jobs kept it simple. Like an iceberg. 

    Link to MacRumors. Scroll through the entries. It is simply amazing.

    Apple's 50th anniversary coincides with America's 250th anniversary. 

    Link here

    Tim Cook only needs to release this again.


    Best presentation ever by any CEO? It helps to have a great product but it's even better to have it presented the way only Steve Jobs could do it.

    The Bakken -- February 9, 2026

    Locator: 49938B.

    Fracking: for those who can think -- https://www.foxnews.com/opinion/ive-done-thousands-fracking-jobs-heres-truth-activists-wont-tell. 

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    Back to the Bakken

    WTI: $63.85.

    New wells reporting:

    • Tuesday, February 10, 2026: 16 for the month, 69 for the quarter, 69 for the year,
      • None.
    • Monday, February 9, 2026: 16 for the month, 69 for the quarter, 69 for the year,
      • 41815, conf, BR, Rolla 6B,
      • 41354, conf, Hess, GO-Dustin Brose-156-98-2932H-3,
    • Sunday, February 8, 2026: 14 for the month, 67 for the quarter, 67 for the year,
      • 41335, conf, Hess, BW-Stoveland-149-1003H-4,
    • Saturday, February 7, 2026: 13 for the month, 66 for the quarter, 66 for the year,
      • None.

    RBN Energy: the sunshine state is a heavyweight in natural gas consumption. Link here. Archived.

    Florida is the nation’s fourth-largest consumer of natural gas, but unlike the three states ahead of it — Texas, Louisiana and California — the Sunshine State produces virtually no gas of its own. And get this: Florida’s gas consumption has tripled over the past 25 years, mostly due to the development of nearly 30 gigawatts (GW) of new gas-fired power plants. That buildout spurred the expansion of existing gas pipelines and the construction of new ones. In today’s RBN blog, we examine Florida’s remarkable growth and whether additional pipeline capacity might be needed.

    This is an awesome time of year to go to Florida, so long as you’re OK with alligators, long lines at Walt Disney World and $38 hamburgers. Hurricane season is long past, the weather is balmy, and February is one of the driest months, so the odds are good that your round of golf or afternoon at the beach won’t be marred by a nasty thunderstorm. If you haven’t visited in a few years, you’ll be amazed at how crowded it is. The state is now home to more than 24 million (up from 16 million in 2000), and during the winter months “snowbirds” from up north swell the population by a million or so and shorter-term tourists add another half-a-mil, mostly in Orlando and along the coasts.

    All that growth — and the shift away from coal-fired generation to other sources — has helped to transform Florida’s energy profile, especially gas. Back in 2000, the state’s natural gas consumption averaged just under 1.5 Bcf/d; by 2024-25, usage had 3X’ed to more than 4.6 Bcf/d. Gas consumption there is heavily weighted toward power generation. As shown in Figure 1 below, an astonishing 87% (blue bar segments) is now used to fuel gas-fired combined-cycle and combustion-turbine units the state’s electric utilities have been building with abandon, mostly to keep pace with the double-headed monster of population growth and air-conditioning demand. The rest is split between industrial use (orange bar segments; 8%) and residential/commercial (res/comm; green bar segments; 5%).