Core of the core of the core

Someone didn’t learn any lessons from the Chiefsaholic saga

@ShaleTier7 @rocks_boffin

@rocks_boffin These rocks may be unfamiliar to you because they are oil saturated. Let me know if you need anything else.

Fun fact -- in Bahrain, there's only one producing oil field -- the Awali field. The shallowest interval in this field is a 6-10° bitumen that's very comparable to the Grosmont Carbonates in Alberta! Both have massive porosity and huge vugs that hold insane amounts of bitumen. Bahrain tried to seam flood the Aruma bitumen zone in 2015 but hasn't produced it successfully. Similar actually to Laricina Energy Grosmont SAGD pilot, though that suspended in 2015. We've never been able to figure out the Grosmont Carbonates because of those vugs (and generally, heterogenous rock), but maybe one day with foam assisted SAGD or some other tech we can get a AB x Bahrain mash-up and produce this oil. Maps below show regional oil and gas fields, Awali field up close with bitumen shows flagged, and a companion of both breccia core slabs.

🦔 Oracle laid off between 20,000 and 30,000 employees Tuesday morning, roughly 18% of its global workforce, via a single email sent at 6am EST with no prior warning. System access was revoked almost immediately after. The cuts are expected to free up $8-10 billion in cash flow. Oracle's stock has lost more than half its value since September 2025 and the company now carries over $124 billion in debt, up from $89 billion a year ago, with free cash flow running negative $10 billion last quarter. My Take Oracle posted a 95% jump in net income last quarter and still eliminated 18% of its workforce by email before most people finished their morning coffee. This is not a company in distress in the traditional sense. It's a company that made an enormous debt-funded bet on AI infrastructure and is now converting its workforce into cash flow to service that debt. We've covered Oracle's AI gamble for months. The $300 billion OpenAI deal through Stargate, $50 billion in capital expenditure this fiscal year, over $124 billion in total debt. Multiple US banks have pulled back from financing Oracle-linked data center projects. Bondholders have sued Oracle claiming it concealed how much additional debt the OpenAI deal would require. The credit default swap spread hit a three-year high earlier this year, meaning debt investors are genuinely nervous about getting paid back. The workers who got that 6am email built the products Oracle has monetized for decades. The bet that eliminated their jobs was made by people who were already paid regardless of how it turns out. That is the part of the AI infrastructure race that doesn't show up in the capex announcements. Hedgie🤗

@RoysEnergy Burrata looks great

Le Plongeoir in Nice 🇫🇷 was an amazing restaurant experience. Right on the water, one of the best views in the city. Highly recommend if you ever find yourself here. Sea Bream, Filet, Burrata, Octopus and Lemon Cake all excellent. 🇪🇺 is still a great vacation. 🇺🇸 bound tomorrow.

@okie_jayhawk @Tejanobrown the one place i would risk gas station hot dogs over any of the "restuarants"

@Tejanobrown Watonga is the Odessa of Oklahoma, so basically

Just ate the worst lunch of my life

We talk a lot about speed. We don't talk enough about brakes.

👀

@okie_jayhawk Lmao

This is solid gold

I just got off the phone with the president. He said he's 10 feet tall and can fly when he wants to just by flapping his arms really fast.

Wait so they do death markets outside the US? If I had never heard of Kalshi, and this was my first introduction...wow.

Once you see this move from your boy at the bar —it’s time to get the crew out of there

Absurd…equivalent buying at near 700b basically. With a lockup and carry above. Example of great company, shitty investment offer (if even real)

If anything, it’s just a reminder that tournaments crown champions but not necessarily the best team. I know that doesn’t make people feel better but single-elimination tourneys are meant for entertainment and not necessarily finding out what’s the best team.

@rocks_boffin @wtxoil That’s one to take to the bank

Buddy's buddy has a plugged Austin Chalk well on his place in Burleson County which he wants to re-enter. Spent about 30 mins going through reports this morning, my conclusion:

@parkertankus @LinaWatson1 🤔

@LinaWatson1 I do. This Major County deal might be worth making a run at. Claims 120nma in 3 sections around semi-recent OCC. Will let you know if he bites at my offer.

how's my deal flow? well today I did get inbounds who are wanting to sell their crumbs in Major and Sequoyah counties...:suspender pop: so if yall know anyone to sell these baggies to who want "oil and gas assets" please holler.

Duke fans right now

I have to apologize to my Oklahoma friends. I claimed that your brisket is the worst. Turns out I was wrong and New England holds that title. Please accept my apology.

@FracSlap He’d seen some things

a young fracslap

@wtxoil @Jack_McClendon Post your meat

@Jack_McClendon How does one go about crossing over?

This American / Japanese crossover on Twitter has been amazing. I have deep respect for the country and its people.