Locator: 49750INTEL.
Locator: 49750INTC.
Link here. No paywall. A few ads. A very, very long article.
Note the editor-in-chief of RCR Wireless News who wrote this very, very long article:
The headline:
The lede:
More:
Thursday, December 25, 2025
Tesla A 15 And Tesla A 16 Chips -- With Musk's SpaceX In Texas, Now Tesla's Chips To Be Fabbed In Texas -- December 25, 2025
Locator: 49749TESLACHIPS.
AI prompt: Tesla A15 And Tesla A16 Chips -- this was just part of the reply -- do not confuse these with Apple's A-series chips (link here).
From EV Magazine, link here:
Also from AI:
Is Apple fabricating any chips in Texas?
****************************
Texas' "Silicon Valley"
And the FIFA World Cup (soccer) will make a huge presence know in 2026.
Investing -- Best Performers -- 2025 -- Posted December 25, 2025
Locator: 49748INVESTING.
Link here. Best, worse, top three in each of three major indices -- S&P 500, Nasdaq, and Dow Jones --
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.
- Many posts are not proofread for several days after they've been posted.
- 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.
- And Oracle.
- Longer version here.
TSMC's Top Three Customers In 206: Nvidia, Apple, Broadcom -- December 25, 2025
Locator: 49747TSMC.
Beth, link here. One of the best threads so far today. The comments will highlight and augment Beth's post.
The wealth wizard, link here. Note Groq.
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.
- Many posts are not proofread for several days after they've been posted.
- 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.
- And Oracle.
- Longer version here.
Nvidia Acquires Groq -- A Manufacturer Of Integrated Circuits -- December 25, 2025
Locator: 49746GROQ.
Again, we're talking about Groq, Inc., not Monsters, Inc (the movie) or Grok, the Musk xAI chatbot. Note the spelling of Groq.
Chips are tracked at a tab at the top of the page.
Note: this story is about "Groq," a chipmaking company. It is not about Grok, the xAI chatbot.
Grok, the xAI chatbot: Grok is a generative artificial intelligence chatbot developed by xAI.
It was launched in November 2023 by Elon Musk as an initiative based on the large language model of the same name.
Groq, the AI company that builds hardware, or blades, or in this case, an "integrated circuit."
Groq, Inc. is an American artificial intelligence (AI) company that builds an AI accelerator application-specific integrated circuit (ASIC) that they call the Language Processing Unit (LPU) and related hardware to accelerate the inference performance of AI workloads.
Examples of the types of AI workloads that run on Groq's LPU are: large language models (LLMs), image classification, and predictive analysis.
AI prompt: what's the difference between the Xilinx field gated array (bought by AMD) and Groq's application-specific integrated circuit?
Groq is headquartered in Mountain View, CA, and has offices in San Jose, CA; Liberty Lake, WA; Toronto, Canada; and, London, U.K. with remote employees throughout North America and Europe.
Updates
December 26, 2025: this is a very, very interesting story. I assume that we're going to be hearing a lot about this "business deal" for quite some time. It seems to be a page from the playbook of BRK (Warren Buffett and Charlie Munger) -- "buying companies" but the companies continue to operate "entirely" autonomously but BRK provides financial, investing, and accounting support. Much could be said.
This is the first full story from CNBC after this deal was announced. Link here. Nvidia has a market cap trending toward $5 trillion. The $20 billion earmarked for Grok amounts to 0.4% of $5 trillion. If my parents gave me $1 allowance when I was growing up, it would be like me paying half a cent for something I really, really liked and really, really wanted. It was not unusual for me to find a penny on the ground on any given day when I was growing up.
AI prompt: Nvidia entered this agreement as a defensive move. What was the purpose of the defensive move?
Original Note
Shay, link here. Once you've read the headline(s), this is the post I found most helpful.
- Joann Stern, WSJ, broke the story on my x thread, but it was Shay who really provided the back story.
- in case Shay's link above disappears, here is what he wrote: link here.
Jonathan Ross, linked here.
The wealth wizard, link here. Note Groq.
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.
- Many posts are not proofread for several days after they've been posted.
- 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.
- And Oracle.
- Longer version here.
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