Back to episode — Episode 3015 CWSA 11/11/25
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th China is to educate their elites in our schools, right? Would that be the worst idea? You don't think that the intelligence people could get to our Ivy League colleges and say, "All right, you're going to have a whole bunch of Chinese students and under these conditions, we think it's good for America. You've got to make sure that you propagandize them, make sure that they have, I don't know, l…
← Previous segment →ell you what, you're going to have to let the Chinese students in. I'm getting too much pressure from the elites who want to send their kids there. I'll give you your minerals, but you've got to open the colleges." Would that be a good play? If you thought that was true, and I'm not saying it is, wouldn't it be a good play to at least consider taking in a good number of Chinese students? They might. So don't assume you know what Trump is thinking because he gets different information than you do on stuff like that.
Well, SoftBank, the company, is selling its entire stake in Nvidia for $5.88 billion. Now, you might say, "Uh oh, do they think that Nvidia is no longer a good investment?" It's probably not that exactly, but rather they're freeing up cash for more OpenAI investments. So it looks like they want to put their money on the software side, not the hardware side with Nvidia. Now, I told you I sold my Nvidia earlier in the year after pretty good gains because I didn't trust that a hardware company could have a sustainable long-term advantage when the stakes are this high. When the stakes are this high, it guarantees, it just guarantees that the best players in the world are going to flow in and try to take some of that margin. Guaranteed. There's no way around that. And since we don't know how good those competitors would be, it would be misleading to say, "Oh, Nvidia is doing really well, so therefore they'll just always do well into infinity."
Well, here's some news. Apparently Elon Musk is very serious about starting his own chip company and getting the cost of his chips down to about 10% of what the Nvidia chips cost and also being way better. Now Elon already believes that he can take out Nvidia if it were anyone else. How many times do we ever say this? We say this all the time. If anyone else said that, you would say, "Well, I don't know about that." But if Elon says, "Well, looks like I'm going to have to build a chip fabrication plant to get enough chips. And if I'm going to build a plant, it's not going to be just as good as everybody else's plant. It's going to be this giant, what do you call it? A megalopolis so enormous you can't even visualize it." So it'd be enormous. It would make more chips than other people because he'll need more. And if he makes his own chips, he's going to own every AI market he wants because he's the only one who'll have enough chips.
So if you were SoftBank and you had $5.88 billion in one AI chip company and Elon Musk just said in public, you know, I think I might compete with that and beat it with a 90% cheaper product. Even if Nvidia was so nimble that they could match that, it would still take 90% off their profit, right? I mean, roughly speaking. So I don't give financial advice as you know. This is not financial advice. If you had followed my financial advice and sold Nvidia when I did, you would have lost a lot of money compared to holding until now. So keep in mind I'm not good at investing. I'll tell you that as often as you need to hear it because I know it's kind of tempting. If you like my opinions on some political thing, you'll think, well, then maybe he's also good at investing. Nobody's good at it. Nobody's good at investing. Nobody is. A lot of it is luck and insider trading.
All right. Apparently there was some kind of, Jim Hoft, Gateway Pundit, says there was some kind of leaked phone call that showed that the State Department is backing their color revolution with global partners. I can't tell if this is the same thing that Mike Benz was talking about or not, but apparently there's newly surfaced recordings shared by Data Republican, an account on X. Former USAID employees openly discussed moving internal groups off federal systems into encrypted Signal chats ahead of the presidential inauguration. That would have been Trump in January and then linking up with international partners to mobilize against authoritarianism. So when you hear that these big networks are mobilizing against authoritarianism, that should be thought of as a color revolution. How many Democrats do you think know what a color revolution is? I'll bet most of my audience does. Certainly all of Mike Benz's audience does, but how many Democrats would even know what that is? A color revolution. That's when the United States overthrows other countries. But apparently the same tools have been used internally which is very illegal and inappropriate.
All right. Here's a story that I wouldn't mention except I like Rand Paul. So I'm going to give him a little boost on his messaging. Apparently there's some kind of legislation cooking that would ruin the totally legal hemp production in his state, Kentucky. So apparently all of the hemp people would be put out of business by whatever change this is. I don't know what the change is, but there's no reason the hemp business should be crippled. That would be not understanding what hemp is. You can't get high smoking hemp. You know, it's related to cannabis, but doesn't get you high. That's why it's legal. Why in the world would they do something to take out an entire industry in 23 states? So I don't know the details there, but I'm going to trust Rand Paul. And I'll give him a little boost because I think he's one of the good guys. He doesn't always agree with me. He doesn't always agree with Trump, but I just think he's one of the good guys. So I'll give him a boost on that. Whoever is in charge of that hemp thing, give that a rethink. I think Rand is probably right on that.
Russia is upping its UAV, that would be the drones warfare game. Now they have a 62-mile range attack drone swarms. So they can attack with a swarm within 62 miles. That's still sort of front-line-ish. Anyway, so as I've long predicted, the robot war is pretty much a robot war. When was the last time you heard a casualty estimate out of Ukraine? Anybody?
All right, here's a little test. Tell me how many soldiers were killed. Let's say just Ukrainian soldiers last week. Number of Ukrainian soldiers killed last week. Anybody? I don't think it was in the news. Why would it not be in the news? There's only one reason I can think of why casualty numbers for a major war would no longer be in the news. Can you think of a second reason? The first reason is it's a very low number, right? Well, what if only three people died? I'm not saying that's true. Could have been thousands. We don't know one way or the other. Maybe it's thousands. But what if it was three? Why are they not telling us if it were thousands? Don't you think they would have told us? Because the news likes to report on whatever is bad and thousands a week would be super bad. Or even just to show that Trump is wrong about the number of people dying because I think he said something like 5,000 a week or something. And if that's not right, wouldn't you expect Daniel Dale would jump right in and say, "No, no, it was only three people." I mean, if it was. So I'm not saying it was three people. I'm saying it's a war where they stopped counting casualties. I don't believe they ever stopped in Gaza, did they? I mean, the numbers might have been fraudulent, but I don't think they stopped reporting them. So we don't know what's going on there, but I suspect that it has turned into an all-robot war and that the only thing that they should be reporting is what they are, which is how many drones were deployed last night and how many hit their target and how many got shot down. So maybe that's all
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we need. There's a new paper that claims that everything you know about the universe expansion is wrong. Futurism is writing about this. Victor Tangermann. Not everybody agrees, but if you've ever followed Scott, stop all the scenarios of if I'm right. How about you give me a reason? How about you do your own podcast and don't give me advice in the middle of the podcast? How about that? How's you…
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