l
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.
l
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.
*********************************
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:
*****************************
AMD Accelerators
AI query: AMD is known for making CPUs. Does AMD make an accelerator (GPU, TPU, NPU)?
Reply:
**********************************
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.
l
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 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.
**************************
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
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.
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.
Locator: 50627WELLS.
The wells:
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 2-2026 | 25214 | 8470 |
| 1-2026 | 28923 | 7838 |
| 12-2025 | 25077 | 5400 |
| 11-2025 | 13477 | 3084 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 2-2026 | 31855 | 30035 |
| 1-2026 | 24294 | 28807 |
| 12-2025 | 31134 | 6322 |
| 11-2025 | 19675 | 4472 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 2-2026 | 31388 | 28068 |
| 1-2026 | 33420 | 31468 |
| 12-2025 | 38285 | 6857 |
| 11-2025 | 26063 | 4440 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 2-2026 | 6645 | 8492 |
| 1-2026 | 29919 | 39223 |
| 12-2025 | 28294 | 31458 |
| 11-2025 | 48188 | 44774 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 2-2026 | 16690 | 5667 |
| 1-2026 | 20991 | 10788 |
| 12-2025 | 16818 | 6680 |
| 11-2025 | 3421 | 1930 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 2-2026 | 23108 | 7377 |
| 1-2026 | 30874 | 8149 |
| 12-2025 | 36839 | 7112 |
| 11-2025 | 17159 | 4379 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 2-2026 | 16005 | 5737 |
| 1-2026 | 23419 | 7029 |
| 12-2025 | 33402 | 7728 |
| 11-2025 | 18888 | 4739 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 2-2026 | 12918 | 14828 |
| 1-2026 | 22188 | 25445 |
| 12-2025 | 27880 | 29237 |
| 11-2025 | 36277 | 31905 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 2-2026 | 15100 | 18677 |
| 1-2026 | 15786 | 18448 |
| 12-2025 | 14767 | 15281 |
| 11-2025 | 30318 | 32575 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 2-2026 | 21122 | 27532 |
| 1-2026 | 30995 | 36950 |
| 12-2025 | 39118 | 45503 |
| 11-2025 | 43350 | 41452 |
| 10-2025 | 878 | 1081 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 2-2026 | 16972 | 29523 |
| 1-2026 | 28158 | 42885 |
| 12-2025 | 33817 | 42279 |
| 11-2025 | 52148 | 51147 |
| 10-2025 | 8481 | 4723 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 2-2026 | 23059 | 18838 |
| 1-2026 | 10751 | 9980 |
| 12-2025 | 22637 | 19104 |
| 11-2025 | 44414 | 20062 |
| 10-2025 | 7049 | 2446 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 2-2026 | 19725 | 7641 |
| 1-2026 | 26706 | 10595 |
| 12-2025 | 31906 | 9829 |
| 11-2025 | 31441 | 9552 |
| 10-2025 | 3714 | 998 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 2-2026 | 26401 | 31440 |
| 1-2026 | 30230 | 37270 |
| 12-2025 | 45074 | 53343 |
| 11-2025 | 55901 | 54870 |
| 10-2025 | 2811 | 1892 |
| ate | Oil Runs | MCF Sold |
|---|---|---|
| 2-2026 | 20343 | 24563 |
| 1-2026 | 26260 | 26367 |
| 12-2025 | 18478 | 18722 |
| 11-2025 | 25042 | 24347 |
| 10-2025 | 4970 | 3786 |
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,