Sunday, July 12, 2026

Sunday Night -- July 12, 2026

Locator: 51151ARCHIVES.

Updates

Later, 12:15 a.m., July 13, 2026: I'm still re-reading Atom by Lawrence M. Krauss, c. 2001 -- all I can say is that AI is going to change the way education is taught in ways we haven't even begun to imagine yet. 

Obviously at the post-graduate level, AI is incredibly important. To what extent AI is being used / accepted at the undergraduate level, I have no idea. But I'm quite sure that AI is not being effectively used at the high school, middle school, or elementary school yet. My notes for Atom are here.

Later, 9:07 p.m. CT: lots of reports coming from various sources that US and Iran are back to trading missiles in the last several hours, or something to that effect. 

Original Post 

Top eleven states in which to liveCNBC's annual ranking. 

These are the 2026 results. As soon as you see the list, well, IYKYK. Link here
North Dakota made the top eleven list, coming in at #9. Beating out California, Texas, Florida -- none of which made the top 11. North Dakota beat out Massachusetts, #10 -- assuming I'm reading the list correctly. Hawaii was #6. Both North Dakota and Hawaii had identical grade ratings B+. 
Minnesota was #4. Vermont was #1 -- top of the list for Bernie Sanders. New Jersey was #3. It's hard to get much bluer than those three states.

Ten worst states, link here. Tennessee is the worse state (#50) and Texas is #49. IYKYK. It seems most of the states had one thing in common -- think UT(#45). Indiana was most surprising (#48).

US exports of crude oil, link here. Trending toward 6 million bbls of oil per day; compare to 30,000 bbls of crude oil / day in 2010B.

  • Almost a 40%increase month-over-month. Something tells me Chris Wright, US Secretary of Energy and Doug Burgum, US Secretary of the Interior, have mixed feelings. But not very mixed.

US petroleum exports:

Lincoln's corollary to the Declaration of Independence, link here. A rambling thought. The article at the link was published just shortly after former president noted that the founding fathers (which do not include Abraham Lincoln) were not perfect when discussing race. Somehow he forgot to mention it was a Republican that took on that issue, and how the southern Democrats dealt with the issue. 

Investing: three stocks for the long-haul. Amazon, Marvell, and AMD. Link here.

Investing: futures for both the NASDAQ and the Dow Jones were down about 100 points at 8:33 p.m. Sunday night. See CNBC. Later, 9:43 p.m. the NASDAQ futures were down 250 points and the Dow Jones was down 175 points. It's early in the 3rd quarter.

USPS: Forever Stamps now cost 82 cents / first ounce, first class mail. Previously posted. 

WTI: tonight -- 8:53 p.m. ET -- $74.22. Later, at 9:00 p.m., WTI had risen 4.08%, up $2.91, trading at $74.32Later, 9:40, WTI at $74.51.  

The previous price reported for WTI was close-of-day, Friday, July 10, 2026: $71.41. 

Oracle -- July 12, 2026

Locator: 51150ORACLE.

For the archives -- Lindsey Graham: sudden death over the weekend. 

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Investing

Most profitable semiconductor stocks, link here. Amazon and Apple are probably not identified as semicondustor stocks for this analysis. Intel is not on the list -- this analysis is "profits," not share price history. Oracle is definitely not on the list.

Oracle: link here -- to see comments from folks following Oracle -- 

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Disclaimer

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've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom. Now, I've added Amazon. And QCOM.
  • Longer version here 
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    The Book Page

    Atom: An Odyssey From The Big Bang To Life On Earth ... And Beyond, Lawrence M. Krauss, c. 2001 

    Notes are kept at this blog, link here

    EVs -- Update -- July 12, 2026

    Locator: 51149EVS. 

    Updates

    Later, 9:15 p.m., over at x: -- EVs....that reminds me, I need to check my "energy" portfolio. 

    Later, 8: 32 p.m., link here:

    Original Post 

    You know it's a slow day when I blog about EVs.

    Two links:

    • ten best -selling EVs in the US so far in 2026, link here

    247,226 EVs were sold in the US in Q2, up 14.7% from the first quarter.

    while EV sales are still recovering after the $7,500 federal tax credit expired last September, the market is stabilizing as new models roll out.


     Why the drop in Cadillac Lyriq?

    Global EV sales topped 2 million in June, but the headline numbers hide a widening split between the world’s biggest markets. 
    Europe is on a tear, thanks to government incentives, high gas prices, and a growing lineup of affordable EVs. 
    North America, on the other hand, has continued to lose ground since the Trump administration ended the US federal EV tax credit last September. And in China, automakers are increasingly looking overseas as domestic demand cools.