Locator: 44576B.
Two tycoons mentioned. Slim and Warren.
The long game.
Monday, December 30, 2024
Summary Of Bakken Deals -- 2024
Locator: 44575B.
Previously posted. Just the usual, occasional housekeeping.
Bakken deals are tracked at the sidebar at the right.
The deals:
Silver Hill Energy Partners enter(s) the Bakken, January 31, 2024 -- link here.
Chord to merge with Enerplus, February 21, 2024 -- link here.
COP - MRO deal, May 29, 2024 -- link here.
Devon Energy to buy Grayson Mills assets in the Williston Basin, July 8, 2024 -- link here.
Tech Investing; LNG Exports -- Plaquemines -- December 30, 2024
Locator: 44574TECH.
For those with traditional IRAs and turning 73 years of age or older in 2025, tomorrow is a most critical day.
On another note, link here:
In a graphic like this, ticker symbols missing are as important than those on the list.
Intel, Oracle, Dell, QCOM, AVGO, Micron, META, AMZN are not on the list.
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Disclaimer
Brief
Reminder
- 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 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.
- Longer version here.
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LNG
Canoo -- EVGO -- Reverse Stock Split -- The Day The Music Died -- December 30, 2024
Locator: 44573EVS.
The day the music died.
Micron, ASML, Apple, Boise, Idaho, And All That Jazz -- December 30, 2024
Locator: 44572TECH.
At midnight tonight, if you have time for just one more article, this is it.
Note the byline.
Quick: name the chip company located in Idaho.
I first paid attention to all of this after reading Chip War, c. 2022.
The article begins:
BOISE, Idaho—Brienna Hall has the most valuable role that you’ll never see at the most vital company that you’ve never heard of.
Until she began working at ASML last year, she didn’t know the first thing about the company. She also didn’t know what she would be doing as a customer-support engineer—a “fancy mechanic,” as she calls herself.
And she had absolutely no idea that it would be essential to the global economy.
When she reports for her shift at a chip plant, Hall slips into a bunny suit. She enters a room where the pristine air is 100 times cleaner than a hospital operating room’s. Then she makes her way over to an unfathomably complex machine.
Her job is to know everything about it—so that she can fix it.
“I thought I had the coolest job ever,” Hall says. “I didn’t process the fact that this job is necessary for our entire world to exist as it does.”
The piece of equipment that the entire world has come to rely on—and she is specially trained to handle—is called an extreme ultraviolet lithography machine.
It’s the machine that produces the most advanced microchips on the planet. It was built with scientific technologies that sound more like science fiction—breakthroughs so improbable that they were once dismissed as impossible. And it has transformed wafers of silicon into the engines of modern life.
Even today, there are only a few hundred of these EUV machines in existence—and they are ludicrously expensive. The one that Hall maintains cost $170 million, while the latest models sell for roughly $370 million.
But maybe the most remarkable thing about these invaluable machines is that they’re all made by the same company: ASML.
ASML is the glue holding the chip business together. That’s because this one Dutch company is responsible for all of the EUV lithography systems that help make the chips in so many of your devices. Like your phone. And your computer. And your tablet. And your TV. Maybe even your car, too.
These machines have become indispensable. And they depend on the invisible work of Brienna Hall.
She’s one of the engineers assigned to the fabrication plants—or fabs—where ASML customers manufacture their semiconductors. Hall is based here in Boise, the headquarters of Micron Technology, where I hopped into a bunny suit of my own and followed her inside the chip fab.
Then I got a rare, behind-the-scenes peek at what might just be the most important machine ever made.
Brienna Hall?
Hall, 29, grew up in Seattle as a Girl Scout obsessed with tying the perfect knot. She was president of the Edmonds College rocketry club when she got her associate degree. At Washington State University, she majored in materials science and engineering—and transcribed notes for a professor writing a textbook on quantum mechanics. She loves planning camping trips even though she doesn’t actually like camping. In her spare time, she works with her hands, quilting and piecing together elaborate Ravensburger jigsaw puzzles.
All of which turned out to be excellent preparation for navigating a machine with more than 100,000 parts.
“You’re always problem-solving,” said Alex Jordan, another ASML engineer. “How can I be more efficient? Where can I optimize this? And what if we tried that?”
When the company recruits for customer-support positions, ASML looks for diligent, disciplined and detail-oriented engineers. Hall had the right kind of technical mind and temperament for the job. When one of her professors heard that a semiconductor company was hiring, Hall passed along her résumé and soon received emails from ASML asking her to apply.
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