TonyC @[email protected]🍥

The Chinese language is highly contextual. Know your context:

安全装備が破壊されたのでメルトダウンやらありそう

🇺🇸James Carville, a longtime Democratic strategist, went straight at Trump, no filter. He’s basically saying Trump doesn’t see what’s coming yet, but when it hits, it’s going to hit hard. From there, he walks through how things start slipping. Calls stop getting answered. People around him slowly start backing off. On the surface it might look normal, but behind it, investigations are already kicking in. And those don’t stay small. He says they follow the money, pull in family, and dig into everything tied to him. Then it just builds. More legal trouble, even outside the U.S., less protection, and allies slowly turning. At the same time, old records and documents start coming out. Step by step, the picture he paints is Trump getting more isolated, with fewer people around him and more pressure closing in. Source: Politicon YT

🦔 About half of the US data centers planned to open in 2026 are expected to be delayed or canceled, according to analysts at Sightline Climate. Of the 12 gigawatts of data center capacity announced for this year, only a third is actually under construction. The problem is not money or ambition but electrical components. Transformers, switchgear, and batteries make up less than 10% of data center construction costs but are impossible to build without. US manufacturing cannot meet demand so builders have been sourcing from China, Canada, Mexico, and South Korea. Transformer delivery times have stretched to as long as five years. US imports of high-power transformers from China jumped from fewer than 1,500 in all of 2022 to more than 8,000 in the first ten months of 2025 alone. My Take This is the physical reality underneath the AI infrastructure announcements and it deserves more attention than it gets. Hyperscalers have committed over $650 billion in AI infrastructure spending this year. The Atlantic piece I shared last week laid out how the supply chain for this buildout runs directly through the Middle East and China. This story is the electrical component version of the same problem. The US cannot build the data centers it has announced because it cannot manufacture the parts fast enough, and the parts it can get come primarily from China, the country it is simultaneously trying to decouple from through tariffs. The numbers get more difficult the further out you look. For data centers planned to open in 2027, only 6.3 gigawatts are under construction against 21.5 gigawatts announced. For 2028 through 2032 the vast majority haven't broken ground. There is a growing gap between what has been promised to investors and what is physically being built, and that gap sits underneath valuations that assume the buildout happens on schedule. Hedgie🤗

So Israel is… - Creating a mini state in Argentina - Buying 40 Greek islands - Establishing New Jerusalem in Ukraine - Already running independent Oblast in Russia - Annexing Gaza, West Bank, and S. Lebanon While simultaneously passing “Antisemitism” laws and establishing armed private security forces inside every western nation.