Has Trump Announced THE DEAL? 12:48 P.M. CT -- June 11, 2026

Locator: 50960THEDEAL. 

My hunch: Iran fears the F-35s, but what they really fear: the Tomahawk missiles. 

Drones have a niche. So do the Tomahawk missiles.  

If true about a deal in the Mideast, my blogging today my be simply related to reading and music. 

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Back to the Bakken

WTI: $86.77.

Active rigs: 29.

Five new permits, #43022 - #43026, inclusive:

• Operators: Phoenix Operating (4); Hess
• Fields: Black Slough (Burke County); Hawkeye (McKenzie County)
• Comments:
• Phoenix Operating has permits for four Willas wells, SESW 6-161-92, 
• to be sited 358 / 488 FSL and 2091 FWL;
• Hess has a permit for an HA-State well, NWNW 15-152-92, 
• to be sited 963 FNL and 1211 FWL.

Permitted for re-entry:

• 41258, conf, Marlo Operating, Tosco Branch 2, Bowman County; wildcat; to be sited NENE 19-129-103, 800 FNL ad 676 FEL.

Four permits renewed:

• XTO, four Twin State Federal permits, Sand Creek, McKenzie County. 

Palo Alto -- The History -- As Told By Malcolm Harris, c. 2024 -- Posted June 11, 2026

Locator: 50959AI. 

One doesn't have to have ever lived in California to understand the 20th century -- the entire 20th century -- but it sure helps. My coming of age years were spent in California and in some ways California continues to feel like my real home. It's funny how California does that to one. And then there's Silicon Valley.

From the history of Palo Alto as told by Malcolm Harris, c. 2024. 

What is all boils down to, from the universe, zooming into "the chip":

• the universe
• the solar system
• earth
• the United States
• California
• Stanford
• US Navy
• radio communications
• WWII 
• the man: Vannevar Bush
• the light bulb -- the triode -- the antenna 
• the chip: Shockley, Brattain, and Bardeen  
• civil rights 

The rich are different than the rest of us.

Yes. They have money. 

Query: 

From Malcolm Harris the history of Palo Algo: Hoover was like a vacuum, sucking up precious metals fro around the world and depositing a hefty share back into Palo Alto's giant tax shelter. Why was Palo Alto a tax shelter -- college?

Reply: 

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Cocktail Trivia

Query:

Was Eddie Huang ("Fresh Off The Boat") any relation to Jensen Huang?

Reply:

Nvidia RTX Spark -- Apple -- The Edge -- Siri AI -- June 11, 2026

Locator: 50958AI. 

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RTX Spark

Query: Nvidia RTX Spark to run AI agents locally. Is this what the Edge is all about and what Apple is already doing? 

Reply:

Google, Samsung, TSMC -- TPU -- Icefish -- 2028 -- Posted June 11, 2026

Locator: 50957GOOGLE. 

Link here.

June 11 (Reuters) - Alphabet's Google is in talks with Samsung Electronics to manufacture part of its next-generation artificial intelligence processor, The Information ‌reported on Thursday, citing two people familiar with the matter.

Google plans ‌for TSMC to make the main computing part of the tensor processing unit, codenamed "Icefish", while Samsung ​may produce a component that helps connect it to memory using its 2-nanometer production technology.

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RTX Spark

Query: Nvidia RTX Spark to run AI agents locally. Is this what the Edge is all about and what Apple is already doing? 

Reply:

Oracle -- Investing -- June 11, 2026

Locator: 50956INVESTING. 

Updates

Later, 12:49 p.m. CT:

Wow, talk about perfect timing. Pure luck.

Original Post -- Earlier This Mornign 

Personal investing: again, for the extended family; not for general readership.  

Posted earlier:

• SpaceX: 4x oversubscribed. 
• "You can howl at the wind, but AI is here to stay." 
• someone said it would take 35+ years for SpaceX to grow into the $135 / share IPO set price
• how long will it take to grow into the new price (which we will see tomorrow)?
• Nvidia's Feynman: strictly on schedule. 
• to be released in 2028 -- that's two years from now.  
• Oracle: the other story. Despite handily beating earnings estimates, the stock is down 17%. 
• Yes, I know about the debt issue. 

Now, some hours later -- new: ask yourself -- where will these two companies be in 35 years?

• SpaceX
• Oracle

I just bought a huge amount of ORCL for Sophia.

In 35 years she will be 47 years old.

"You can howl at the wind, but AI is here to stay." 

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Disclaimer
Brief Reminder 

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 and Oracle to the disclaimer. I am also inappropriately exuberant about all things Broadcom and Oracle.
• Longer version here.