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The San Francisco Consensus: How AGI Turned a Six‑Year Plan into a Weekend Project -( $GOOG $NVDA )

by John F. Heerdink, Jr. March 23, 2026 267Views 0Likes

Artificial superintelligence, according to today’s San Francisco skyline of optimists, is no longer a distant sci‑fi mirage but a six‑year infrastructure project—with a power bill big enough to light a small continent. The San Francisco Consensus: Six Years to “Smarter Than Everyone”…

From Pasta to Pipelines: AleAnna Serves a 47% Jump in Proved Gas Reserves -( $ANNA $BOIL $FCG $XLE )

by John F. Heerdink, Jr. March 20, 2026 351Views 0Likes

AleAnna, Inc. (ANNA, $6.53, +72.30%) just turned a dry technical milestone—its year‑end reserves report—into something closer to an Italian energy renaissance, with proved natural gas reserves jumping 47% after a year of active production. For investors hunting for credible growth stories in…

Oil’s 4‑Year High Hangover: How Crude Went From Panic to Pullback Overnight -( $BNO $USO $VDE $XLE )

by John F. Heerdink, Jr. March 9, 2026 368Views 0Likes

Oil’s latest whiplash session today delivered a rare gift to anxious markets: a reminder that even in wartime, panic pricing has a half‑life. Oil Soars, Then Sinks: A War Premium With Stage Fright Brent and West Texas Intermediate futures briefly sprinted above…

From Benicia to the Bahamas: The Surprising Supply Chain Behind California’s Gas Spike -( $PSX $VLO )

by John F. Heerdink, Jr. February 16, 2026 381Views 0Likes

California drivers are discovering that “California premium” at the pump comes with a 40‑cent surprise this February, as refinery shutdowns tighten supply and push the statewide average to roughly the mid‑4‑dollar range per gallon. In true Golden State fashion, the market is…

Leidos’ $2.4 Billion Power Play: Why the ENTRUST Deal Could Supercharge Its Energy Future ( $LDOS $SPY )

by John F. Heerdink, Jr. February 2, 2026 466Views 0Likes

Leidos (LDOS) is betting that the future of power isn’t just about electrons—it’s about engineering, data and a lot of capital expenditure, and it’s writing a $2.4 billion all‑cash check for ENTRUST Solutions Group to prove it. The deal doesn’t just bulk…

Inside America’s Data Center Mania: Trillions for AI, But Not Enough Workers to Wire It -( $F $SPY )

by John F. Heerdink, Jr. January 18, 2026 270Views 0Likes

America is racing to build the AI future, but Ford’s Jim Farley is warning that the country may run out of people to pour the concrete, pull the cable, and keep the servers humming long before it runs out of capital. At…

GE Vernova Doubles Dividend: How a New Energy Powerhouse Just Joined Wall Street’s Cash‑Return Elite -( $GEV $SPY )

by Vista Partners LLC December 11, 2025 518Views 0Likes

GE Vernova’s (NYSE: GEV) decision to double its quarterly dividend for early 2026 reads less like a routine board action and more like a coming‑of‑age announcement from Wall Street’s newest power broker in the energy transition trade. In a market where “capital…

Tag: energy

The San Francisco Consensus: How AGI Turned a Six‑Year Plan into a Weekend Project -( $GOOG $NVDA )

From Pasta to Pipelines: AleAnna Serves a 47% Jump in Proved Gas Reserves -( $ANNA $BOIL $FCG $XLE )

Oil’s 4‑Year High Hangover: How Crude Went From Panic to Pullback Overnight -( $BNO $USO $VDE $XLE )

From Benicia to the Bahamas: The Surprising Supply Chain Behind California’s Gas Spike -( $PSX $VLO )

Leidos’ $2.4 Billion Power Play: Why the ENTRUST Deal Could Supercharge Its Energy Future ( $LDOS $SPY )

Inside America’s Data Center Mania: Trillions for AI, But Not Enough Workers to Wire It -( $F $SPY )

GE Vernova Doubles Dividend: How a New Energy Powerhouse Just Joined Wall Street’s Cash‑Return Elite -( $GEV $SPY )

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