Sunday, April 26, 2026

Anticipation -- Sunday Night -- April 26, 2026

Locator: 50633ANTICIPATION.

Sunday night headlines: does this look like an AI bubble?

Posted without comment: 


Baker Hughes (BKR): somewhat old news; forgot to post it earlier. Link here.

 

Tusk: link here.



All you ever do is bring me down. Link here. 

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Only One Thing Concerns Me About The Market -- New Fed Chairman May Head Off My Concerns -- April 26, 2026

Locator: 50632ECONOMY.

My only concern about the global economy: a global recession led by the airlines. 

Airlines have huge debt issues, so a dovish Fed would go a long way to offsetting the current issues facing the airlines. A government bailout of Spirit Airlines would speak volumes. So, we'll see. 

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The AppEconomy

Link here. 

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Investing

I might post the P/E but I never make an investing decision based on the P/E.

P/E? Nope. The only thing I pay attention to is the PEG.  

INTC's P/E: 

As of late April 2026, Intel Corporation's (INTC) trailing twelve-month (TTM) P/E ratio is highly volatile and negative, reported by various sources in the range of -131 to -1,141, reflecting recent losses. The Forward P/E ratio is high, often cited over 120-160, indicating anticipated low earnings relative to the current stock price.

INTC's PEG:  

Intel Corporation (INTC) shows varied Price/Earnings-to-Growth (PEG) ratios based on different calculation methods. As of April 2026, some sources indicate a trailing PEG of 2.17, while others show a negative -8.31 based on recent earnings figures, indicating highly inconsistent earnings growth compared to stock price performance, with 5-year expected PEG metrics often not fully defined, reports.

Micron?

Micron Technology (MU) currently exhibits an exceptionally low PEG ratio, noted at 0.2x in April 2026, indicating the stock is potentially undervalued relative to its high earnings growth—fueled by AI demand and high-bandwidth memory (HBM). The company expects over 70% annual earnings growth.

Micron and Intel are not competing directly with each other. They may be competing for the investment dollar bu they are not competing for the same business. 

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CPUs: The Tide Has Turned -- How Do We Know? Intel -- Who Benefits Most? AMD -- April 26, 2026

Locator: 50631CPUS.

CPUs: AMD, Nvidia, and Intel. When thinking about these three, one needs to keep the company in mind vs the shares: for example, Nvidia vs NVID; and, Intel and INTC. 

I'll update CPUs elsewhere. I've updated them frequently. 

  • Nvidia: Vera (coming)
  • AMD: Turin (now); Venice (coming)
  • Intel: A14 (coming)

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Accelerators

AI query: With regard to blades there are CPUs and GPUs. Could one say that GPUs, TPUs, and NPUs, are in a different class than CPUs and  if lumped together, could be called accelerators?

Reply:

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AMD Accelerators 

AI query: AMD is known for making CPUs. Does AMD make an accelerator (GPU, TPU, NPU)?

Reply: 

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TPUs

AI query: what is the difference between Google-branded TPUs and Broadcom's TPUs?

Reply: 

When scanning through all this, there is something very, very obvious about Nvidia, AMD, and Intel. I wonder if readers can see what I'm seeing? 

Reply: for the reader to think about. It's very, very interesting. Major, major implications. 

By the way, Apple led the way in a lot of these areas. Particularly in packaging. 

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Tectonic Changes In The Mideast -- Qatar (Natural Gas) And Saudi Arabia (Oil) Became More And More Irrelevant Each Passing Day -- Europe Has No Dog In This Fight -- April 26, 2026

Locator: 50630MAGA.

Tectonic changes in the Mideast. It will be interesting when Peter Zeihan and Daniel Yergin connect the dots. With every passing day that the strait remains closed and Iran's coast is blockaded, the Mideast becomes more irrelevant. 

  • The Russian Urals: selling for $121. Link here. A little background to the Russian Urals, from March 2, 2022 -- link here. Brent running about $105; WTI at $95.  
  • Jet fuel from Nigeria: link here. 
  • American oil tanker to Japan: link here. 

The other tectonic change -- blades: AI, the fourth (actually the sixth) industrial revolution, but we'll save that for another stand-alone post. The story belongs to AMD; or, perhaps better said, the story belongs to the CPU. 

With regard to blades keep your eyes on CPUs, accelerators (GPUs, TPUs, NPUs) and HBM. 

Nvidia has the accelerator sector all to itself; no longer. Analysts are finally getting wise -- there was too much emphasis on GPUs at the expense of CPUs, and GPUs were not the end-all, be-all -- there were also TPUs (Broadcom) and NPUs (Apple). 

HBM: another story. It's SK Hynix, Samsung, and MU. That's it. Only one is American. And Samsung is facing labor strife: 

Now, to the stand-alone blog.  

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The Book Page

Two books today -- continuing to read these two --

The Jewish Annotated New Testament, NRSV, Amy-Jill Levine And Marc Zvi Brettler --  c. 2011, with new preface, 2016; and, 

Palo Alto: A History of California, Capitalism, and The World, Malcolm Harris, c. 2023. 

From the former (The Jewish Annotated New Testament): Ioudaios. Link here.

From the latter: Herbert Hoover and the building of the Hoover Dam, pp. 150 - 154:

  • Herbert Hoover, rivaling anything Trump ever did as a builder;
  • bringing the US into the modern era;
  • clearly MAG: making America great before the two world wars;
  • making California what it is today;
  • Hoover's associative model; transformed California's --
  • agricultural industry; and,
  • the aeronautical industry.
  • water for agriculture 

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Random Factoid -- Essays And Length -- April 26, 206

Locator: 50629ESSAYS.

College essays:

A 500-word essay that is double-spaced using a 12-point font (such as Times New Roman) typically takes two pages. Standard academic formatting assumes roughly 250 words per page when using double-spacing, 1-inch margins, and 12-point font. 

A 1,052-word document would take four pages using those parameters.  

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So, Some Investors Claim They Got Bilked -- Sounds Like Sour Grapes To Me -- April 26, 2026

Locator: 50628WINE.

Previously posted.

Updates

April 26, 2026: what's the story of Ilhan Omar's husband and a $30-million winery?

Later, 7:48 p.m. CT: saw this just minutes after the original post. Strange, huh? Link here. True? I have no idea. I'll ask ChatGPT tomorrow, if I remember, but it doesn't surprise me. Accounting error? LOL. 

 

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Initial Production Data For Wells Coming Off Confidential List This Next Week -- April 26, 2026

Locator: 50627WELLS.

The wells: 

  • 42102, conf, Hunt Oil, Burke 155-90-36-25H-1, Parshall, 
DateOil RunsMCF Sold
2-2026252148470
1-2026289237838
12-2025250775400
11-2025134773084
  • 41890, conf, Oasis, Feiring State 5793 13-16 3BU, Big Butte, 
DateOil RunsMCF Sold
2-20263185530035
1-20262429428807
12-2025311346322
11-2025196754472
  • 41889, conf, Oasis, Feiring State 5793 13-16 2BU, Big Butte, 
DateOil RunsMCF Sold
2-20263138828068
1-20263342031468
12-2025382856857
11-2025260634440
  • 41359, conf, Devon Energy, Marvin 27-34 2H, Camp, 
DateOil RunsMCF Sold
2-202666458492
1-20262991939223
12-20252829431458
11-20254818844774
  • 42206, conf,  Silver Hill Energy, Minnesota W 158-92-4-28-1MBHX, Cottonwood, npd, 
  • 41845, conf, Hunt Oil, Kandiyohi 159-90-5-17H-3, Vanville, 
DateOil RunsMCF Sold
2-2026166905667
1-20262099110788
12-2025168186680
11-202534211930
  • 42379, conf, Silver Hill Energy, Nebraska E 158-92-5-29-20MBHX, Cottonwood, npd, 
  • 42187, conf, BR, Omlid 8-8-7-TFH-ULW, Elidah, npd, 
  • 42205, conf, Silver Hill Energy, Nebraska E 158-92-5-29-3MBHX, Cottonwood, npd, 
  • 42204, conf, Silver Hill Energy, Texas E 158-92-8-20-3MBHX, Cottonwood, npd, 
  • 42104, conf, Hunt Oil, Meyer 155-90-31-30H-3, Parshall, 
DateOil RunsMCF Sold
2-2026231087377
1-2026308748149
12-2025368397112
11-2025171594379
  • 42103, conf, Hunt Oil, Burke 155-90-36-25H-2, Parshall, 
DateOil RunsMCF Sold
2-2026160055737
1-2026234197029
12-2025334027728
11-2025188884739
  • 41644, conf, Hess, EN-Rohde-157-94-3625H-3, Big Butte, 
DateOil RunsMCF Sold
2-20261291814828
1-20262218825445
12-20252788029237
11-20253627731905
  • 41613, conf, BR, Sivertson 6H, Elidah, npd, 
  • 40960, conf, Hess, EN-Rohde-157-94-3625H-2, Big Butte, 
DateOil RunsMCF Sold
2-20261510018677
1-20261578618448
12-20251476715281
11-20253031832575
  • 42080, conf, XTO, GBU Hera 33X-7F, Grinnell, npd, 
  • 42079, conf, XTO, GBU Hera 33X-7A, Grinnell, npd, 
  • 41734, conf, Hess, EN-Hilleren-157-94-1336H-2, Big Butte, 
DateOil RunsMCF Sold
2-20262112227532
1-20263099536950
12-20253911845503
11-20254335041452
10-20258781081
  • 41614, conf, BR, Sivertson 6I, Elidah, npd, 
  • 41360, conf, Devon Energy, Marvin 27-34 3H, Camp, 
DateOil RunsMCF Sold
2-20261697229523
1-20262815842885
12-20253381742279
11-20255214851147
10-202584814723
  • 42081, conf, XTO, GBU Hera 33X-7B, Grinnell, npd, 
  • 41861, conf, Devon Energy, Finn 13-25F 3H, Briar Creek, 
DateOil RunsMCF Sold
2-20262305918838
1-2026107519980
12-20252263719104
11-20254441420062
10-202570492446
  • 42185, conf, BR, Omlid 7-8-7 MBH, Elidah, npd, 
  • 42110, conf, Prima Exploration, Gummy Bear 1H, Smoky Butte, npd,
  • 42082, conf, XTO, GBU Hera 33X-7G, Grinnell, npd, 
  • 41482, conf, Devon Energy, Barbara 31-30F 7H, Grinnell, npd, 
  • 41319, conf, Hunt Oil, Shell 153-89-17-6H-1, Parshall, 
DateOil RunsMCF Sold
2-2026197257641
1-20262670610595
12-2025319069829
11-2025314419552
10-20253714998
  • 40571, conf, Hess, EN-Hilleren-157-94-1336H-1, Big Butte, 
DateOil RunsMCF Sold
2-20262640131440
1-20263023037270
12-20254507453343
11-20255590154870
10-202528111892
  • 42111, conf, Prima Exploration, Gummy Bear 2H, Smoky Butte, npd, 
  • 42084, conf, XTO, GBU Hera 33X-7H, Grinnell, npd, 
  • 42083, conf, XTO, GBU Hera 33X-7D, Grinnell, npd,
  • 41098, conf, Enerplus, Hamilton 146-97-35-26-4H-WLL, Little Knife,
ateOil RunsMCF Sold
2-20262034324563
1-20262626026367
12-20251847818722
11-20252504224347
10-202549703786
  • 42085, conf, XTO, GBU Hera 33X-7C, Grinnell, npd, 
  • 41097, conf, Enerplus, Lind 145-97-2-11-6H, Little Knife, npd, 
  • 41096, conf, Enerplus, Lind 145-97-2-11-5H, Little Knife, npd, 
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New Wells Coming Off Confidential List This Next Week -- April 26, 2026

Locator: 50626WELLS.

The wells: 

Wednesday, May 6, 2026: 15 for the month, 115 for the quarter, 272 for the year, 
42102, conf, Hunt Oil, Burke 155-90-36-25H-1,  
41890, conf, Oasis, Feiring State 5793 13-16 3BU
41889, conf, Oasis, Feiring State 5793 13-16 2BU, 

Tuesday, May 5, 2026: 12 for the month, 112 for the quarter, 269 for the year,  
41359, conf, Devon Energy, Marvin 27-34 2H, 

Monday, May 4, 2026: 11 for the month, 111 for the quarter, 268 for the year,  
42206, conf,  Silver Hill Energy, Minnesota W 158-92-4-28-1MBHX,
41845, conf, Hunt Oil, Kandiyohi 159-90-5-17H-3, 

Sunday, May 3, 2026: 9 for the month, 109 for the quarter, 266 for the year,  
42379, conf, Silver Hill Energy, Nebraska E 158-92-5-29-20MBHX
42187, conf, BR, Omlid 8-8-7-TFH-ULW, 

Saturday, May 2, 2026: 7 for the month, 107 for the quarter, 264 for the year,  
42205, conf, Silver Hill Energy, Nebraska E 158-92-5-29-3MBHX, 

Friday, May 1, 2026: 6 for the month, 106 for the quarter, 263 for the year,  
42204, conf, Silver Hill Energy, Texas E 158-92-8-20-3MBHX, 
42104, conf, Hunt Oil, Meyer 155-90-31-30H-3,
42103, conf, Hunt Oil, Burke 155-90-36-25H-2,
41644, conf, Hess, EN-Rohde-157-94-3625H-3,
41613, conf, BR, Sivertson 6H, 
40960, conf, Hess, EN-Rohde-157-94-3625H-2, 

Thursday, April 30, 2026: 100 for the month, 100 for the quarter, 257 for the year,  
None.

Wednesday, April 29, 2026: 100 for the month, 100 for the quarter, 257 for the year, 
42080, conf, XTO, GBU Hera 33X-7F, 
42079, conf, XTO, GBU Hera 33X-7A,
41734, conf, Hess, EN-Hilleren-157-94-1336H-2, 
41614, conf, BR, Sivertson 6I, 
41360, conf, Devon Energy, Marvin 27-34 3H, 

Tuesday, April 28, 2026: 95 for the month, 95 for the quarter, 252 for the year, 
42081, conf, XTO, GBU Hera 33X-7B, 
41861, conf, Devon Energy, Finn 13-25F 3H, 

Monday, April 27, 2026: 93 for the month, 93 for the quarter, 250 for the year,
42185, conf, BR, Omlid 7-8-7 MBH, 
42110, conf, Prima Exploration, Gummy Bear 1H, 
42082, conf, XTO, GBU Hera 33X-7G, 
41482, conf, Devon Energy, Barbara 31-30F 7H, 
41319, conf, Hunt Oil, Shell 153-89-17-6H-1, 
40571, conf, Hess, EN-Hilleren-157-94-1336H-1, 

Sunday, April 26, 2026: 87 for the month, 87 for the quarter, 244 for the year,
42111, conf, Prima Exploration, Gummy Bear 2H, 
42084, conf, GBU Hera 33X-7H, 
42083, conf, XTO, GBU Hera 33X-7D, 
41098, conf, Enerplus, Hamilton 146-97-35-26-4H-WLL, 

Saturday, April 25, 2026: 83 for the month, 83 for the quarter, 240 for the year,  
42085, conf, XTO, GBU Hera 33X-7C, 
41097, conf, Enerplus, Lind 145-97-2-11-6H, 
41096, conf, Enerplus, Lind 145-97-2-11-5H, 

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