Anticipation -- AMD -- July 23, 202

Locator: 51233INVESTING.

Updates 

WTI: about 7:30 a.m. CT, trading at $90.95. 

Originall Post 

CNBC is reporting at that WTI has solidly crossed $90 / barrel, up almost 4% overnight. Highest level since June 11, 2026.

The "moon race" between China and the US has now become the "AI race." 

Whoo-hoo! Spectrum service has been restored. Spectrum suffered a 9-hour outage. If this were FIFA Soccer, we would be give +540 minutes stoppage time. 

Both TSLA and GOOG each had a rough earnings call -- huge CAPEX announced for CY2027. Both had negative cash flow this past quarter.

Futures.  

As it stands now, based on futures, four hours before the open, AMD is going to surge.

As is MU.

GLW will do well.

We will see some profit taking over at SCCO.

CSX will have a nice day.

UNP will have a nice day.

 

SRE is in a trading range oscillating around $93. 

 

TTE -- Total Energy -- July 23, 2026

Locator: 51232INVESTING.

WTI: futures -- 4:00 a.m. CT -- trading at $89.42. 

As things stand now, TTE is set to "pop" at the open. Just 4 1/2 hours from now. Still way off its highs.

So will CVX to some degree. Same with COP. 

PSX could have an incredible day.

MPC? Even better.

TTE earnings reported today, July 23, 2026, profits surge 68%:

On another note: the Strait of Homuz is completely closed.  

 

India's Solar Push Is A Drain On The Economy -- July 23, 2026

Locator: 51231INDIA.

Tag: India Solar Energy  

Anecdote: 

We live in a suburb of Dallas-Ft Worth, Texas. Our granddaughter has a very nice friend. Her mom is Indian, having immigrated to the US when she was 18 years old. She came alone and had no one in the US to help her when she arrived. She got a college degree in Michigan and found a job in tech. She works from home ever since Covid. She may or may not receive child support and alimony from her husband. 

About two years ago, she moved from an apartment to a McMansion in the same area as the apartment she moved out of. The McMansion has a swimming pool. A year later she bought a new car (ICE and previously owned). Right now she is spending a couple of weeks with her daughter at her lakeside home in Michigan.  

********************************
Indian Solar Energy 

******************************
Spectrum Cable Update

Spectrum cable is "out" (down, not working) in our area and has been "out" several hours. 

The company has alerted us that they will update us every three hours! I'm working off my cellular data which is much slower than my computer. So, bear with me. 

ERCOT capacity is well above demand, so it's not that. Unless, it's a regional thing. 

Update: Spectrum has now gone nine hours with no solution. Spectrum is still down. Updates are given every three hours. The next update is scheduled for 4:00 a.m. CT. Was it a cooling problem that caused this or did some foreign country hack into Spectrum?

Update, 3:50 a.m. CT: Spectrum has now gone twelve hours with no solution. Spectrum is still down. Updates are given every three hours. The next update is scheduled for 6:00 a.m. CT.  Maybe things are getting better. The updates had been provided every three hours. The next update is only two hours from now. 

One wonders if Spectrum will reimburse us 1/30 of the lost connection? LOL.

Car Sales (Total, ICE, And EV) And The US Economy -- July 23, 2026

Locator: 51230EVS.

Social Security Solvancy Update-- July 23, 2026

Locator: 51229SOCIALSECURITY.

Before we get started on Social Security, an update at 3:09 CT.

Spectrum cable is "out" (down, not working) in our area and has been "out" several hours. The company has alerted us that they will update us every three hours! 

I'm working off my cellular data which is much slower than my computer. So, bear with me. ERCOT capacity is well above demand, so it's not that. Unless, it's a regional thing.  

Update: Spectrum has now gone nine hours with no solution. Spectrum is still down. Updates are given every three hours. The next update is scheduled for 4:00 a.m. CT. 

Was it a cooling problem that caused this or did some foreign country hack into Spectrum?

 **********************************
Social Security Solvency Update

Query: I read somewhere that increasing social security contributions from 6.2% to 6.7% (on each: employer and employee) would also solve the social security solvency issue just as raising the retirement age by one year if done by 2032.

Reply: 

Query: In Germany, what percent of their income pays for their "social security"?

 

Reply: 

Query: In what year did Germany last raise "social security" contributions and does Germany face the same problem as the US with regard to social security solvency issues?

Reply: