Locator: 50045CRAMER.
Leads off with interview with AMD CEO -- Lisa Su -- after huge announcement with META. Ticker surges 15% or thereabouts.
AAPL: holy mackerel -- AAPL surges -- up 2.4% at the open; up $6.42 at the open; trading at $272.60. Nathan won't be mentioning this on "Fast Money" later today. [Later, up 7.64; up 2.9%; bac of $4 trillion market cap.]
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Jargon
HALO:
Locator: 50044LDCS.
LDCs
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February 24, 2026
February 24, 2026: currently the US has 4,028 large data centers.
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February 17, 2028
Locator: 50043X.
My favorite thread today? Canadian hockey coach whining about losing -- link here. there are so may story lines here. You know, it's pretty funny. Olympic hockey -- overtime -- 3 v 3. The US got an incredible opportunity in regulation time when they were at the wrong end of a 5 v 3 power play -- LOL. So, in regulation time, the US (3 players) beat Canada (with five players) in a power play, get great practice for overtime when its 3 v 3. LOL. And, then, of course, there are the "Americas" that are upset the US won. LOL.
My favorite x posting today? Shudda, cudda wudda -- link here:
Jamie Dimon: the new economy? He's anxious about it. I used to listen to Jamie Dimon -- then remembered he's a banker. I pay little attention to him.
Locator: 50042LAUGH.
Ticker: AMD -- leading the NASDAQ 100 this a.m. before opening.
Ticker: MU -- up $7 / share in pre-market trading today; up almost 2% in pre-market trading.
Micron: one of the last things I wrote yesterday --
Market: I have to laugh.
Folks seem upset that the market dropped 1% to 2% today -- Micron is up 261% over the past six months. Is anyone paying attention? And, on top of that, for those companies that have not done as well, this provides a buying opportunity. But more important, on days like this, the market is providing more clarity for investors, if not traders.
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Back to the Bakken
WTI: $66.89.
New wells reporting:
RBN Energy: as LNG exports and Haynesville production rise, natural gas storage takes center stage. Link here. Archived.
New LNG export capacity near the Texas/Louisiana border, rising natural gas production in the Haynesville (and the Western Haynesville), and new pipelines transporting that gas south to the Gulf Coast have spurred a lot of interest in gas storage — and storage developers are responding. In today’s RBN blog, we’ll discuss existing and planned storage facilities between “the Haynesvilles” and the greater Sabine River area, the pipes they tie into, and the role all that storage will play as regional gas production and LNG export volumes increase.
The infrastructure buildout along the border between the Lone Star and Bayou states is well underway. According to RBN’s weekly LNG Voyager report, liquefaction trains (striped dark-blue diamonds in Figure 1 below) with a combined capacity of 75 MMtpa (10 Bcf/d) have reached a final investment decision (FID) and are under construction along or very near the Sabine-Neches and Calcasieu ship channels, with online dates of between now and 2031. These include:
- Golden Pass LNG (three trains, 18 MMtpa, 2.4 Bcf/d) in Sabine Pass, TX, whose first train is starting up now and whose second and third are slated to do the same in Q2 and Q4 of this year.
- Port Arthur LNG, whose four 6.5-MMtpa trains (26 MMtpa combined capacity, 3.4 Bcf/d) will come online in 2027, 2028, 2030 and 2031.
- CP2 LNG — Venture Global’s follow-up to Calcasieu Pass LNG — whose 26 smaller trains (combined capacity 14.4 MMtpa/1.9 Bcf/d) will begin producing in 2027.
- Louisiana LNG (first-phase capacity 16.5 MMtpa/2.2 Bcf/d), scheduled to start coming online in 2029.