Crusoe Modular Data Center Breaks Ground In Snyder, TX -- July 29, 2026

Locator: 51287LDC.
Pageviews: 69,787,315. 00:03 a.m. CT, July 29, 2026. 

In the news tonight. Link here.

Snyder, TX, is located WSW of Dallas-Ft Worth TX. 

Wednesday Night — July 29, 2026

Locator: 51286B.
Pageviews: 69,779,677. 11:00 p.m. CT, July 29, 2026. 

Daimler truck facility to shut down completely; transfer all US operations to East Coast. Not yet in TWSJ.  

Iran strikes: resume again, by US and Saudi Arabia, 8:00 p.m. ET tonight. Data continues to suggest that his has been a less-than-half-hearted effort by US allies other than Israel. Either folks in Washington, DC, have not read or not following the writings of Sun Tzu, The Art of War.  From today's WSJ, how many times have we heard this? Is the administration admitting that it purposely failed to take out Iran's missile capability -- the one that killed American soldiers last week?

Now, as Trump moves to strike back after Iran’s surprise missile attack Tuesday, the president will decide how far to go. He could greenlight Cooper’s option of 10 to 14 days of intensive airstrikes intended to cripple Iran’s missile capability despite warnings that the U.S. is running low on air-defensive munitions. Or, he could opt for a more limited military strike in the hopes diplomacy could be pursued. 

Mideast: IRGC now taking out Egyptian LG import hubs. Link here. 

QCOM earnings crushed. Link here. Reports over at MacRumors that QCOM shipments to Apple will decrease faster than expected starting this year. Source? QCOM itself.

Meta: huge reality lab looses continue. Link here. Earnings here. App Economy. Link here. First comments: this was not good; hopefully Zuckerberg has a good conference call.

MSFT: Commercial RPO has more than doubled over the past five quarters -- a powerful flywheel. Link here. MSFT crushed their earnings. Link here.

Cloud growth: GOOG huge; Azure flat; AWS steady. Link here. I like this one better. Link here.

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Back to the Bakken

WTI: $84.87. Like shooting fish in a barrel.

Active rigs: 27.

Five new permits, #43165 - #43170, inclusive:

• Operator: Hunt Oil; Burlington Resources
• Fields: Alexandria (Divide County); Jim Creek (Dunn County);
• Comments: 
• Hunt Oil has permits for three Alexandria wells, SESE 34-161-100, 
• to be sited 326 FSL and 616 / 764 FEL;
• BR has permits for one Hawkeye well and one Kelly well, NENW 11-145-96, 
• to be sited 391 / 393 FL and 1654 / 1846 FWL. 

One producing well (a DUC) was reported:

• 42181, 1,360, BR, Aber rombie 2-12UTFH, McKenzie County;

Tech Notes -- July 29, 2026

Locator: 51285TECH.
Pageviews: 69,695,691 14:29 p.m. CT, July 29, 2026. 

Before we get to tech, breaking news, two hours ago, Trump has just commented on it:

The solution is obvious.

The IRGC has just gone rogue. Link here. He’s just now figuring it out. This has been obvious for years to anyone paying attention. Apparently Trump had to let the IRGC make it even more obvious. Hamas, Hezbollah, and the IRGC. The problem for Trump: no center of gravity. For the IRGC, this is survival vs martyrdom and 70 virgins.

For investors: excitement tomorrow. Link here.

All eyes are on AAPL. Mine are on Amazon.

Now, back to tech. 

Beth:

Evan: 

BRKB: Up Yesterday, Down Today -- So What's Going On? July 29, 2026

Locator: 51284CAITLIN.
Pageviews: 69,620,858 12:06. m.m, July 29, 2026. 

I wanted to post this note yesterday but I ran out of time.

Mom-and-pop retail investors have quit investing in BRKB.

Meanwhile, mom-and-pop traders have found BRKB as a safe haven to park money during particularly volatile times.  

That pretty much explains everything. 

For me? I park money in dividend-paying ETFs: SCHB, SCHD, SCHG, and IHE.  

There will be footnote to this story if things develop tomorrow the way analysts expect things to unfold.  

BRKB: not a safe haven.

I've never paid much (any?) attention to the Fed, but now after about ten years of listening to Steve Liesman, Trump, Jamie Dimon, Jay Powell, and, now Kevin Warsh, my thoughts: the "Fed" as it stands now could easily be replaced by one man, Jamie Dimon. If you wanted two: Jamie Dimon and Warren Buffett. If you need three, to break a tie, add CNBC's Steve Liesman. 

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Disclaimer

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. 

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. Now, I've added Amazon. And QCOM.

Caitlin Clark Continues To Topple Records -- July 29, 2026

Locator: 51284CAITLIN.
Pageviews: 69, 613, 959 9:45. a.m, July 29, 2026. 

Sports: Fever set WNBA scoring record. 

Caitlin Clark and Kelsey Mitchell combined for 60 points as Indiana beat Seattle and topped 100 points for a record fourth straight game. I honestly do not know how Caitlin Clark holds up like this under pressure. And only in her second season. 

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The Book Page

July 29, 2026: from "Friends of the Library," Portland, OR, three new books for less than $15 --

• Metazoa: Animal Life and The Birth of the Mind, Peter Godfrey-Smith, c. 2020. $4.00 (original: $28.00);
• The Directors: The Playboy Interviews, edited by Stephen Randall and the editors of Playboy Magazine, c. 2006. $6.00 (original: $22.95);
• The American Language, Supplement Two, H. L. Mencken, c. 1948. $4.00 (original: $28.00); The Definitive Editioin of "The American Language was published in 1936. A single copy of the second supplement is available at Amazon for $49.99 but one can get the 3-volume set for $18.99. Or one can get the two-volume supplement set for $12. I've long wanted the 3-set series. 

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Destroying Rare Books

There was a story in the press this past week that a company was destroying old, and rare books, often only one copy left in the world, to scan them and train their chatbots on.

Bothers me not. IYKYK. In fact, I'm thrilled. On so many levels. It is the words that are important, not the physical medium.