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Headline Round Up!
*Big Tech’s Soaring Profits Have an Ugly Side: OpenAI’s Losses!
*Open AI Declares Not Seeking Government Backstop on $1 Trillion Plus in Infrastructure Deals as Previous Comments by CFO Sarah Friar “…Muddied The Point…”?
*Open AI Already Projecting Losses Could Swell to $74 Billion in 2028?
*Scion Asset Management Founder Michael Burry Talks Up His Short Trades on AI & Tech?
*Currently Valued near $43 Billion, But CoreWeave Starts to Unravel?
*Anthropic Commits $50 Billion to Build AI Data Centers With Projects Coming Online in 2026.
*Google’s AI Models Win Siri Competition; Will Run Apple’s AI!
*AMD Raises Growth Projections: $1 Trillion on Data Center Spending by 2030.
*How Are The Latest AI Megadeals Being Financed?
*Microsoft’s New AI “Super Factory” Gets Contracts from Mistral AI, xAI, and OpenAI!
*Texas! Alright, Alright, Alright! McConaughey Backed 1Password Tops $400 Million in Annual Recurring Revenue.
*Texas! Coinbase Moves Incorporation to Texas from Delaware.
*Texas! Chevron Chooses West Texas for First Natural Gas Fired AI Data Center Power Project.
*Natural Gas Futures Skyrocket This Week on Record Liquified Natural Gas (LNG) Export Demand!
*LNG Freight Rates Surge by 50% This Week as Europe Races to Refill!
*Crude Oil and Natural Gas Production Declined in Lower 48 States Since 2010?
*LNG’s Record Breaking Year as 2025 Sales & Purchase Agreements Quadruple Those of 2024?
*The Punchline? The Energy Sector is Near All Time Low at 2.6% of S&P 500 Index?
*BH Group of Miami Says New York Buyers Fleeing The State Signed Real Estate Contracts Near Double Last Year’s Volume in Florida?
*BWX Technologies, Inc. Has Record Nuclear Solutions Backlog of $7.4 Billion, up 119% from Year Ago!
Profit Report
2026 IRA and 401k New Contribution Limits
From Buffett’s Final Letter :
“Decide what you would like your obituary to say and live the life to deserve it. Greatness does not come about through accumulating great amounts of money, great amounts of publicity or great power in government. When you help someone in any of thousands of ways, you help the world. Kindness is costless but also priceless. Whether you are religious or not, it’s hard to beat The Golden Rule as a guide to behavior. I write this as one who has been thoughtless countless times and made many mistakes but also became very lucky in learning from some wonderful friends how to behave better (still a long way from perfect, however). Keep in mind that the cleaning lady is as much a human being as the Chairman.
I wish all who read this a very happy Thanksgiving. Yes, even the jerks; it’s never too late to change. Remember to thank America for maximizing your opportunities. But it is – inevitably – capricious and sometimes venal in distributing its rewards. Choose your heroes very carefully and then emulate them. You will never be perfect, but you can always be better.”
ADP National Employment Report, Seasonally Adjusted Private Non-Farm Level Change Index – Monthly (10/31/2022 – 10/31/2025)
– Courtesy of Bloomberg LP
Invesco QQQ Trust 1 – Daily (10/31/2025 – 11/14/2025)
– Courtesy of Bloomberg LP
SPDR Dow Jones Industrial Average ETF (Exchange Traded Fund) Trust – Daily (12/31/2024 – 11/14/2025)
– Courtesy of Bloomberg LP
BWX Technologies, Inc. – Daily (11/15/2022 – 11/14/2025)
– Courtesy of Bloomberg LP
Oklo, Inc. – Daily (11/15/2022 – 11/14/2025)
– Courtesy of Bloomberg LP
Strategy, Inc. – Daily (11/14/2024 – 11/14/2025)
– Courtesy of Bloomberg LP
Exxon Mobil Corp. – Daily (11/03/2025 – 11/14/2025)
– Courtesy of Bloomberg LP
VictoryShares Free Cash Flow ETF (Exchange Traded Fund) – Daily (12/31/2024 – 11/14/2025)
– Courtesy of Bloomberg LP
