Tuesday, June 27, 2023

Apple: Top Story For The Day -- June 27, 2023

Locator: 45082AAPL. 

Chips tracked here. 

Apple is tracked here.

Link here. 

Look how much information is packed in this short article.


**********************************
Transistor Count Updated Over At Wiki

The previous update, just three months ago:

March 10, 2023: update, link here.

NOW -- JUNE 27, 2023, same link, updated:

Note:
Intel has been added to the list after a long absence but it introduced a 10-nm chip (2023) when Appl had shipped products with their 5-nm chip, and then, a few months later, Apple announces it will ship the Mac Pro with the M3 chip this year (2023).

Pre-market: WTI Down $1.50 — June 27, 2023

Locator: 45081WTI.  

Right before July 4th five-day weekend.

Saudi Arabia Could Cut Crude Oil Exports To The US -- The News Had Absolutely No Effect On Price Of Oil -- Crying Wolf Too Many Times -- June 27, 2023

Locator: 45080SAUDI.

I saw this headline a few days ago, but never clicked on the link or read the article, thinking it was a joke, but for some reason I was curious who wrote it. 

Written by Charles Kennedy so I have to take the article seriously.

A lot of good data points in this article and some good reasoning.

However, after scrolling through the blog, word search "Saudi," it certainly seems Saudi "cries wolf" a lot, threatening to cut back on oil production.

From May 4, 2019: this was a great graph -- one of the best ever, but I've never seen an update, unfortunately. 


There is now talk among some analysts that Saudi's production is maxing out at 9 million bopd.

Random Screenshot Of Liberty Resources Activity In Enget Lake -- June 27, 2023

Locator: 45079B.

From the NDIC.


Enget Lake is on the northeast fringe of a sweet spot in the Bakken. The oil field is immediately east of East Tioga and immediately southwest of the field discovered by an MDU subsidiary years ago (if I recall correctly) that has not amounted to much, the Cottonwood oil field in Burke County.

Ten Little Monkeys Jumping On The Bed: One Fell Off And Broke His Head -- EVs -- RIDE Declares Bankruptcy -- June 27, 2023

Locator: 45078EVS.

EVs are tracked here.

From yesterday, less than 24 hours ago:

Today, less than 24 hours later:


This is a huge story on so many levels.