Saturday, October 18, 2025

Wow, Wow, Wow -- USC Vs Notre Dame Tonight -- October 18, 2025

Locator: 49443NIGHTOFF.

I'll probably watch less than 30 minutes of the game but it's gonna be a good one. I just turned on the television -- with just a minute or so before the end of the first half -- Notre Dame leads 14 - 10 but USC is ready to kick a field game which will make it 14 - 13 at the half.

Me? I'm going back to reading Andrew Hodges' biography of Alan Turing.  

************************

I get the feeling that the press often thinks that human endeavors and activities are "static." Or that a single individual is working on a specific problem. When one reads Hodges' biography of Alan Turing, one realizes how fast things often move along in the background, unknown to the rest of the world, and that many problems are being worked by many individuals simultaneously who may be completely unaware that others are working the same problems.

We're seeing "that in spades," now, as my dad would say. There are so many smart individuals with so much money available to pursue their research that chatbots are unlikely to proceed in the manner that many think chatbots are going to proceed.  

Most interestingly, it's going to be very difficult for governments to keep up with what's going on. True, also of investors. The press will report setbacks and challenges and some folks will become upset, depressed, irritated. These folks don't realize that really, really smart folks are working these problems.

The rare earths problem? Already I'm seeing reports there are individuals and companies working this problem with solutions in our own backyard. My hunch: the press is making a bigger deal out of this than necessary -- typical of journalists and journalism. I wouldn't be a bit surprised to wake up some morning in the near future when we start seeing articles in The WSJ that the rare earths problem is solved, ot least a lot less concerning than the press is making it out to be. 

Advanced Nvidia chips to China? It's being reported this weekend that Nvidia has gotten out of China completely. I'm not sure what Jensen Huang meant by that but if he is/was being literal, that's amazing. That changes everything. And it changed everything literally overnight. 

A shortage of workers in Texas? That's what is being reported. LOL. Texans will solve that problem quickly and easily. 

Rambling. Not well articulated but ...

... reading books on the Turing Machine and the Manhattan Project suggests that a lot of problems / challenge that the press is concerned about are being solved in the trenches.

*******************************

Babbage: 1837. The difference engine by Charles Babbage.

Turing: 1937Computable Numbers, the Turing Machine. 

A hundred years separated them.  

2037: quantum computers powering large data centers?

AI prompt

Alan Turning and John von Neumann. 1930s. Aiken, Stibitz, Eckert and Mauchly. It seems like a lot of things were happening amazingly fast in 1930s and 1940s, and much of it with serendipity, casual conversations among widely separated engineers brought amazing breakthroughs leading from Babbage to Turning to the Harvard-IBM machine to University of Pennsylvania's ENIAC. Is there a book with the quality of Andrew Hodges' writing that discusses how events unfolded from thought experiments (Babbage / Turing) to a physical machine, ENIAC? 

ChatGPT: seven suggestions. See this link. I'm currently reading one of the suggestions, The Innovators. Excellent. Now I know where this book fits.

 ***************************
Crescent Moon Over Flathead Lake
Photo By Nephew

AMD -- New Price Target -- October 18, 2025

Locator: 49442AMD.

I thought I had posted this earlier, but I can't find it.

Posting.

**********************************
Disclaimer
Brief Reminder 

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.  

A Refracked Grayson Mill Well -- Moberg Federal In Bear Den -- October 18, 2025

Locator: 49441B.

The well:

  • 22198, 857, Grayson Mill, Moberg Federal 149-95-29-32-3H, Bear Den, t5/12; cum 726K 8/25;  
BAKKEN2-20252364596653643120471175241058
BAKKEN1-20252687438098751383300
BAKKEN12-202431140001429811724103600
BAKKEN11-202430142901425413457106600
BAKKEN10-202431145331507213551100000
BAKKEN9-202430164511583615801105300
BAKKEN8-202431194571929717602102200
BAKKEN7-2024312047621046206212960627825703
BAKKEN6-2024302696326455277343602835305610
BAKKEN5-2024141425714393203221370860917564
BAKKEN4-20240000000
BAKKEN3-20240000000
BAKKEN2-20240000000
BAKKEN1-20240000000
BAKKEN12-20230000000
BAKKEN11-20230000000
BAKKEN10-202343804025019060
BAKKEN9-202330397473136204120410
BAKKEN8-20233141624311321361831305

One Year Out -- A Petro-Hunt Well, Little Knife -- October 18, 2025

Locator: 49440B.

The wells:

  • 39218, conf, Petro-Hunt, USA 146-97-29A-32-4H, Little Knife, t--;cum 203K 8/25;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN8-20253115243154692476315101150956
BAKKEN7-202531167681646327041168531680944
BAKKEN6-2025301792017945291681819818087111
BAKKEN5-2025311892518931307421916218890272
BAKKEN4-2025302049920479331642081420288526
BAKKEN3-2025312361823602380372268321787896
BAKKEN2-2025282129021326338091988919023866
BAKKEN1-20253124354243493805225895241221773
BAKKEN12-20243123957239763425527355263481007
BAKKEN11-20243020570205592825123034211451889
BAKKEN10-2024224307513610361

Hurricane Season -- 2025 -- October 18, 2025

Locator: 49439HURRICANESEASON.

Link here