LNG Export Chokepoints -- May 1, 2026

 Query: 

The US has too much natural gas; the world not enough with the Iran War -- what's the major chokepoint getting US LNG to Europe, Asia? US pipeline grid (continental); the last mile LNG pipelines in Texas, Louisiana; the export terminals along the Gulf Coast; tankers; existing long-term contracts; something else?

Reply:  

War Powers Act

The War Powers Act is not specifically "enacted" by anyone. It simply takes effect by statute. The courts do not start the process, but the executive branch can be sued by a member of Congress if the member feels the administration is not abiding by the law. Historically, the courts do not get involved. The US Supreme Court considers this a political issue and they won't get involved; this is pretty much an ironclad issue for SCOTUS.

US Minesweepers -- April 25, 2026

 

Lucent In 2000 -- Is History Repeating Itself? April 25, 2026

AI query: Is the euphoria over AMD, NVDA, MU similar to the euphoria over Lucent in 2000?

 MIT Technology Review: how Lucent lost it. Link here.

 Tom Tunguz: Nvidia is not Lucent. Link here.

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Lucent Imploded 2000 - 2001

AI query: what were the key highlights of Lucent's financial report for the year 1999: market cap, free cash flow, debt, eps, revenue, revenue growth year-over- year. 

Lucent, 1999:

 

AI query: 2hat were the key highlights of Cisco's financial report for the year 1999: market cap, free cash flow, debt, eps, revenue, revenue growth year-over- year.

 

Cisco, 1999: 

Richest Eight Families In Forth Worth, Texas -- April 14, 2026

l

Link here. 

Apple, Amazon Leo, And Globalstar — April 14, 2026

Link here. 

Apple has a deep, multibillion-dollar partnership with Globalstar, initiated in 2022 to power the Emergency SOS via Satellite feature on iPhones. Through significant investments and prepayments exceeding $1.5 billion, Apple secured 85% of Globalstar's network capacity, utilizing it for satellite messaging and emergency services.

Key Details of the Partnership: 

• Infrastructure Investment: Apple's funding allows Globalstar to expand its ground infrastructure and upgrade its satellite constellation. 
• Capacity Control: Under the agreement, 85% of Globalstar’s network capacity is reserved for Apple services. 
• Financial Support: Apple has provided over $1.5 billion in payments, including funding for new satellites and supporting Globalstar’s operational costs. 
• Service Scope: The partnership enables iPhone 14 and newer models to connect directly to satellites to send emergency texts and location data in areas without cellular coverage. 
• Recent Developments: In November 2024, Globalstar announced a $1.7 billion investment from Apple to launch a new, enhanced constellation. 
• Ownership Stake: Apple holds a 20% stake in Globalstar, strengthening the long-term partnership.  

Amazon-Globalstar Merger (April 2026): As of April 2026, Amazon is set to acquire Globalstar for $11.6 billion. Despite this merger, reports indicate the Apple-Globalstar agreement remains intact, and Apple will continue to use the network for its satellite services. 

Other Collaborations: While Globalstar is the primary partner, Apple has also explored, or currently works with, other providers for satellite technology to expand beyond emergency-only services, though Globalstar remains central to their current strategy. 

Amazon Leo:

Amazon Leo is Amazon’s low Earth orbit (LEO) satellite broadband network, formerly known as Project Kuiper, designed to provide high-speed, low-latency internet to households, businesses, and governments worldwide. Utilizing over 3,000 satellites, it aims to connect underserved areas, with service options planned for in-flight Wi-Fi and direct-to-device connectivity.

Micron -- April 13, 2026

Links: four important links below. 

Micron could surge another 40%. Link here. 
The queue for storage. Link here.

• Nvidia
• Apple
• AWS

Largest fab being built in the US. Link here.

Revenue: google -- micron revenue quarterly history 5-year

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Micron vs Sandisk

AI prompt: I think it can be safe to say that Micron and Sandisk are not in direct competition. Though both are in the storage business, they are in different markets. Is that correct?

Reply: