Monday, September 22, 2025

Temporarily Suspending All Blogging Regarding NDIC Data -- September 22, 2025

Locator: 49189B.

The NDIC modules that are most important to me are either not working or are so slow to make them worthless.

If you are interested in the Bakken, you will have to find another site.

For now, I'll be blogging on the other subjects that interest me.  

Link here. 

Two New Permits; NDIC's "Daily Activity Report" Still "Down" -- September 22, 2025

Locator: 49188B.

Bullet Train: Trump re-directs $2.4 billion previously meant for California's "bullet train" to other transportation projects around the country. Link here. 

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Back to the Bakken

The "Daily Activity Report" is still "down." Data was provided by a reader, thank you very much. Nothing in today's daily activity report except two new Petro-Hunt permits. 

WTI: $62.64. Link here.

Active rigs: 34.

Two new permits, #42328 and #42329:

  • Operator: Petro-Hunt
  • Field: Little Knife (Billings County)
  • Comments:
    • Petro-Hunt has permits for two Tachenko wells, NWNE 17-144-98, 
      • to be sited 525 FNL and 2472 / 2505 FEL. 

Jargon -- Neoclouds -- Specialized Cloud Provide Services (CPS) -- September 22, 2025

Locator: 49187CLOUDS.

Tag: Nvidia, Oracle, Google, Amazon, cloud services.  

Neoclouds: 


Those Meta Smart Glasses -- September 22, 2025

Locator: 49186META.

My wife absolutely loves her new MacBook Air M4. She cannot believe how fast it is.

My wife used to wear an Apple Watch, but no longer. Various reasons.

Meta glasses. On my wife? LOL. Not gonna happen.  

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The Motley Fool On 
That Nvidia-Intel Partnership

Link here. 

The Motley Fool  was addressing the question: who benefits more from Nvidia's $5 billion stake in Intel. 

Last paragraph, "who's the big winner?"

The deal means much more to Intel than Nvidia, and it could make the difference between Intel continuing to fall behind in AI or regaining its footing, returning to solid growth and profitability. 
While the deal looks like a smart move for Nvidia, it doesn't quite pack the same punch as it does for Intel. Partnering with Nvidia, along with the $5 billion cash infusion, could be a game-changer for Intel.

A reminder. What was the deal all about? 

The chip giants announced Thursday that Nvidia would invest $5 billion in Intel at a share price of $23.28. 

A part of the deal, the two companies will partner on a range of products across the data center and PCs. They will connect architectures through Nvidia NVLink, Nvidia's high-speed interconnect for CPU and GPU processors, combining Nvidia's strength in AI and accelerated computing with Intel's CPUs and x86 architecture. 

Additionally, Intel is planning to build custom x86 CPUs that Nvidia will put into AI infrastructure platforms in data centers. In PCs, Intel plans to build x86 system-on-chips to integrate with Nvidia RTX GPU chiplets, going into a wide range of PCs. 

The partnership does not include Intel's foundry division.

New! Just In Time For The Holidays -- September 22, 2025

Locator: 49185MMF.

Tag: MMF, MMFs, money market funds,

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I can't remember if I shared the story only with some readers via e-mail or if I posted it on the blog. Doesn't matter. This is exactly what I said.

Ah, yes. Here it is. My very, very prescient blog on MMFs and this "wall of cash." Link here. 

Link here. 

Link here.