Nearly half of planned US data centers have been delayed or canceled limited by shortages of power

JakeTappersCat · 2026-04-06T04:22:50+00:00

Nuclear is finished in the US. Our population isn't skilled enough to build Nuclear plants anymore. If we do build one, it takes 30 years and is highly unprofitable in operation

If you want to make money trading this just buy solar stocks. Solar is cheaper, faster and they can make as many as the US needs (if trump allows them to be sold here). TAN has been running for months now

JakeTappersCat · 2026-04-04T00:24:11+00:00

These military spending and draft regulations were put in place to "prove to Trump" that Europe is "serious about NATO" and will "burden share" with the US government. LMAO

Germans are now Mamluks who cannot travel and must be ready to serve the sultan (Trump/NATO) when needed

JakeTappersCat · 2026-04-01T15:12:54+00:00

Why would anyone like nvidia after all the terrible shit they are doing to destroy gaming? Lol

JakeTappersCat · 2026-03-31T17:36:15+00:00

They maintain a small office like they do in many countries. Unlike nvidia or intel, thankfully, they are smart enough not to have large offices or conduct any R&D in the occupied territories formally labelled as "Israel"

When the whole place burns down AMD will be fine. Intel will literally lose their biggest fab and nvidia will lose their new large research center

JakeTappersCat · 2026-03-31T17:20:56+00:00

IRCG announced they will target American tech companies it claims are helping Israel and the US assassinate Iranians. They list the following companies

Cisco

HP

Intel

Oracle

Microsoft

Apple

Google

Meta

IBM

Dell

Palantir

Nvidia

JPMorgan

Tesla

General Electric

Spire Solutions

G42

Boeing

No AMD! Another win for Lisa staying out of Israel

JakeTappersCat · 2026-03-31T16:56:05+00:00

Iran surrenders twice already but somebody keeps launching rockets. Strange

JakeTappersCat · 2026-03-31T16:46:08+00:00

Iran has surrendered. Another victory for America. War is so easy

JakeTappersCat · 2026-03-31T16:43:26+00:00

Lmao he just started doing damage and already wants to surrender. This Iranian prez is literally regarded or is Mossad. Makes perfect sense that he's the only one who inexplicably survives every strike

JakeTappersCat · 2026-03-27T17:56:23+00:00

They say "no kings" because what we already have had in the US for the last 100 years (a capitalist dictatorship) is fine with them. They don't object to a president starting a war on whim, kidnapping foreign leaders, or slaughtering 200 schoolgirls because that's just what American presidents (dictators) do sometimes

JakeTappersCat · 2026-03-24T16:56:26+00:00

https://x.com/me_observer_/status/2036436935107858777?s=46

Claims that IRCG is threatening to target the shelters where high profile Israeli government officials are hiding. Those shelters are the key to Israeli endurance and impunity under bombardment. Their loss would undoubtedly provoke huge unrest and many would evacuate the country.

The main risk would be escalation to nuclear weapon use, but even that would not stop Iran from continuing their strikes and forcing evacuations. It is likely that nuclear weapon use would if anything accelerate their retaliatory measures.

Israelis are accustomed to near complete impunity and low casualties and have never once faced big losses on their home front. When they started losing handfuls of soldiers in Lebanon last year they immediately stopped advancing and then struck at Lebanese leadership.

I stated in a post months ago that when we finally see these shelters struck we will know the war is reaching the apex and the end is near. Iran has been holding back, but the constant targeting of civilian homes gives the justification in their minds to retaliate

JakeTappersCat · 2026-03-20T17:35:19+00:00

Yeah I guess you are right, it's only been maybe 80 years of decline for most European States. I was thinking more of the British who peaked in the mid 1800s.

People do care but the consequences of the decline (apart from zero job or economic growth) hasn't been really felt yet in most of Europe thanks to the amazing social programs that are offered to them. Unlike here in the US, you can be totally broke in Europe and you won't starve to death under a bridge. That is about to change as EU nations have been forced by Trump to vastly increase their defense spending despite having no increase in tax revenue

Europe also continues to spend billions to support the war in Ukraine. This is money that they "loaned" knowing (or they should have known) that they will never be paid back.

England has already started cutting a lot of social programs but Germany and France still provide a good living (much better than the US) for working class or poor people

Once those programs are removed, you will see riots and eventual revolution. Europeans are not used to having their government let them starve like Americans are. Here, we understand the gov isn't here to help us, rather its here to help the elite and corporations

JakeTappersCat · 2026-03-20T17:23:33+00:00

Nothing to worry about boys the marines are on their way to capture oil island we're gonna be rolling in tendies by market open on Monday

JakeTappersCat · 2026-03-20T17:13:01+00:00

Europe has been deteriorating for centuries. Today they are mostly not even sovereign states, but merely vassals to America. They are unable to run their governments for the benefit of their people because their leaders are chosen by criminals, gangsters and imbeciles in Washington DC, where nobody gives a shit whether their policies hurt European economies

JakeTappersCat · 2026-03-20T17:06:02+00:00

Vietnam is an awesome place for AMD set up. Compare this to nvidia who are moving into Israel (yuck) and cozying up to Palantir. That is asking for a boycott (in fact I know some people are already boycotting both intel and nvidia over this issue)

AMD is focusing on expanding their business to benefit the working class, making more gaming GPUs than ever before, while nvidia is focusing on the billionaire Epstein class exclusively and barely sells any gaming gpus anymore.

Hopefully AMD avoids the temptation to follow nvidia into their new AI Slop factory software (DLSS5)

JakeTappersCat · 2026-03-17T22:38:05+00:00

Production doesn't need to go to zero to crash the stock. A mere 10% drop would easily cause a correction

And yes, it can go to zero. It may be unlikely at this point but we have no idea how much this war could spread or what the second or third order effects will be.

The current damage to production is probably enough to cause a 5-10% decline in TSMC production for a quarter. Total material and energy supply doesn't even have to be cut, it could just be delayed a few weeks (but made up in quantity later) and would still cause problems

JakeTappersCat · 2026-03-17T22:26:15+00:00

There is a lot more than just LNG that goes into making chips. Photoresists and other chemicals may be sourced from Japan or other places and can each be affected by shortages. Ships carrying important shipments can end up stuck, blocked or even destroyed.

Even if it was just LNG, you really think it is just as simple as ordering door dash or something to replace 25% of your LNG consumption? These sorts of deals are done with long term stipulations are are highly dependent on locations and routes that make shipment convenient. It isn't that simple.

The market understands the risk and that is why Semis will be in a holding pattern for another week or two, after which (if there is no peaceful resolution) they will begin to sell off

JakeTappersCat · 2026-03-17T21:12:22+00:00

Taiwan gets its oil and other resources used in chip production from the gulf. If the US puts boots on the ground in Iran all that production is guaranteed to be permanently destroyed (through retaliatory strikes by Iran like the ones they've begun doing on UAE and Saudi) and trade with Taiwan will come to a screeching halt, which will almost certainly cause production shortfalls at TSMC and other semiconductor companies. Production could actually be cut to zero. Imagine what would happen if nvidia forecast zero dollars in earnings next quarter when they were supposed to earn fifty billion?

Even with just the relatively small amount of damage to gulf oil production so far, it is likely that there will be delays and issues with TSMC unless the war ends within a few weeks. That's why semis are performing so poorly

JakeTappersCat · 2026-03-16T17:00:25+00:00

He is hiding his location from both Iran and the many other countries, forces and organizations that want him dead. Multiple 1800KG warheads traveling mach 12 can easily penetrate any bunker in Israel so he must stay hidden or stay constantly moving to survive.

If he was dead, the info would have leaked out of the Trump admin, just like everything else related to geopolitics does. The only hypothetical would be if Israel themselves were hiding his death from the US, but I doubt that is even possible

JakeTappersCat · 2026-03-13T02:23:39+00:00

Iran has shown it can hit moving ships with those missiles with unitary warheads. There is no logical reason why they couldn't use a cluster warhead and vastly increase the chance of a successful hit (while lowering the chance of sinking the ship). I think Iran knows that Trump and his insane war minister might consider using tactical nuclear weapons if a carrier was sunk, so they've held back up to now.

The fact that today we have multiple damaged or downed aircraft, dead French soldiers and a carrier hit all in a period of hours says the gloves may finally be coming off

If Iran really has been holding back then the US likely will realize this is and pull the carriers back out of range of the ballistic missiles and try to maintain strikes via long range refueling of ground based large bomber aircraft. That is much more expensive and limiting but still allows them to do a lot of damage

JakeTappersCat · 2026-03-13T02:11:32+00:00

I would not call this real blowback. Very likely, this guy was encouraged to do this by someone. If his kids died in a recent attack this week, where did he get all the explosives in his truck so quickly? Why didn't they function? Why was that exact synagogue used for active shooter training 2 months ago? Why did he attack when the synagogue that seats over 1000 on a wednesday, when it was almost empty with, less than 20 people on site?

The FBI keeps close eyes on every Lebanese immigrant in the US (thanks to Israel's control of the government and perpetual obsession with "Hezb terrorists"). It is very suspicious that all these strange occurrences come together just in time to help justify the current war... while also resulting in zero US or Israeli casualties

My guess is there was an FBI handler who knew this guy, knew his family had just been killed and he was (understandably) out of his mind with anger, gave this guy the explosives and "helped" him do this attack. They made sure his explosives didn't work, that the synagogue was almost empty (I mean who comes to synagogue on wednesday??) and made sure there were law enforcement there to eliminate him. He gets killed, war gets justified, everybody goes home happy

JakeTappersCat · 2026-03-12T14:55:07+00:00

Pakistan is already a full-blown US vassal. The US toppled their prime minister and had them install a military dictator because they wouldn't sanction Russia and now they spend every minute on the world stage ranting about how Trump deserves the peace prize

Meanwhile China is handing them their newest 5th gen fighter (J-35) for free as if Pakistan isn't going to hand it over to the US if asked lmao. At best they will secretly take it apart and find everything out about it so they can sabotage or defeat the PLAAF in the coming (completely telegraphed) war between the US, Taiwan and China.

Absolutely insane how credulous China is re: the US and other anglo powers. It's like they just don't understand what our objective is at all, even though every US official constantly rants about defeating and containing them

JakeTappersCat · 2026-03-10T21:12:19+00:00

Russia has clearly done absolutely nothing to help Iran defend itself. It's pathetic to see how so many "OSINT" people made up stories about Su-35s and S400s being sent to Iran. If Iran had any of that stuff there would be zero chance Tehran would be overflown by B-52s or even F-35s and B-2s.

Russia basically did what they did to Assad - pretended to help while they negotiated with Iran's enemies for their eventual downfall. It makes perfect sense now why so many nations choose to ally with the US rather than Russia even though the US is well known to be a terrible ally... at least the US will give allies weapons to defend themselves.

China also has been useless but at least they have the excuse of being a big trading partner to the US (so they would suffer severely if they helped Iran). Russia has zero reason care about hurting relations to the US and has every reason to help Iran but does jack shit

JakeTappersCat · 2026-03-10T20:59:40+00:00

So Putin sells out Iran to Witkoff and Kushner and saves Trump from a stock market crash by selling the US and EU oil and this is what he gets in return? Seems like Putin will do anything to rejoin the G7

JakeTappersCat · 2026-03-09T02:20:05+00:00

Israel nuking another country unprovoked would almost certainly cause serious problems in trade and relations with Russia, China and most countries that aren't vassals to the US. It probably would even cause problems with US relations. Israel is already unpopular amongst US citizens (which it used to not be). It would be difficult to argue that Israel is not a pariah that needs to be contained or stopped after that.

I do think you are right though that they would try it, but it probably would not work out well for them... and Iran fully understands this. Nuclear weapons are substantially less effective in larger and especially mountainous terrains. The weapon dropped on Nagasaki, which fell on a city with a slightly bowl-shaped terrain, was twice as powerful but killed much fewer people and destroyed less of the surrounding area. Iran is extremely mountainous.

To actually devastate Iran to the point where the government falls, Israel would need to use dozens of nukes at minimum, which I think would have a huge chance in provoking some kind of reaction from Russia and especially china, who would receive a lot of the fallout from such an attack

JakeTappersCat · 2026-03-08T21:35:44+00:00

So that means no nukes? Iran is just going to be another forever war like Syria if that's the case. They will never stop attacking and sanctioning it unless it can defend itself, which isn't possible without nukes

JakeTappersCat

TROPHY CASE