Thread by @LarrySchwe94560

1) As I have been saying for over a year, the age of AI and data centers is upon us. David Blackmon's column today shows that data centers are about to surpass office center construction.
blackmon.substack.com/p/5-big-energy…

2) Our side is missing the ball entirely focusing on ChiCom students, which is a temp placeholder to prevent Chy-na from immediately embargoing rare earth minerals to us. This is a sop, an "inducement" while our own mines and alliances ramp up to produce/mine REMs.

3) Likewise, for Reagan, inflation with a HIGHLY COMPLIANT fed took 1 year to tame. It's come down by about a point and a half, but needs to come down by four more points. Slowly, the Fed is helping, but not like Volcker did with Reagan. It will eventually drop a lot, UNLESS . .

4) AI is real, and yes, it is a bubble. But not all of it. Only Trump and, to a lesser degree, the GOP, understand this and are preparing the energy grid and production for this reality. DemoKKKrats absolutely do not. They are still fighting the already-lost "green wars."

5) The Amazing Zohran, for example, and some other DemoKKKrat insiders, are trying to fight Trump on "affordability." Well, in the short term the administration is looking at a number of quick fixes to bring several individual sticky price points down, including meat/coffee . . .

5) contd . . . via tariffs, lower initial home prices (i.e., lower entrance costs with a 50-year mortgage and now portable mortgages). No one of these things will be an "inflation killer," but all together they will steadily chip away until the Fed gets its head out of its . . .

5) contd . . . well, Powell.

6) But the overarching story---where the jobs will come from---is in data center construction, energy production, yes, some tech/coding, transportation/trans production/construction, and so on.

7) These jobs are mostly NOT H1B visa jobs. Some are.

8) The story, as I keep saying, is in AI/data centers, which will begin to appear like saguaros in the Arizona desert.

9) Actually, I predict the real issue in a year won't be jobs/inflation so much as . . .

9) contd . . . common sense regulation of these centers. For example, any new center will have to supply its own power (likely small nukes). I think that's a given. DemoKKKrats' hatred of nukes will simply prevent them from ever embracing this reality.

10) However, as I have been warning, data centers will use massive amounts of water. The first party to really get this, and to begin an immediate program of a) desalinization plants and b) pipelines will thrive. It won't be DemoKKKrats.

11) No REMs, no future. Trump will trade off short term ChiCom student access for a longer term American future of independence in REMs.

12) But at present, no one is productively debating water. VA and LA have both WARNED about big data centers there using "too much water."

13) With socialist Spamberger as VA gov, they won't be doing a damn thing to provide it. It's not enough to say "You have to provide your own power and water." You have to also, in your regulations, make it POSSIBLE for these companies to provide their own power and water.

14) These are long term (3-5 year) issues that will dominate long after the "affordability" crisis is over. As usual, the mainstream GOP is still 10 years behind. The DemoKKKrats aren't even in this century.

15) So, again according to Blackmon, new Standard Oil investments portend energy price declines; OPEC predicting declinein oil to $58 a barrel.

16) Hoax News meanwhile screeches that data centers are driving energy prices UP because right now there is little grid & state (VA) oppo. cnbc.com/2025/11/12/ele…

17) Meanwhile, Trump may force existing coal plants to stay open longer---again, something DemoKKKrats cannot even contemplate.
canarymedia.com/articles/fossi…

18) Here is an example of precisely how Trump can use ChiCom students as leverage over Chy-na.
wsj.com/world/china/ch…

19) Now, let's add a couple more layers to this: Trump won the shutdown battle. DemoKKKrats clearly lost. If you don't think so, look at some of the freakouts, which I'm not reposting here (I don't support giving mentally deranged Nazis a place on my feed).

20) The markets hit all time highs on this news.


21) While it's not a panacea for everyone, higher markets ABSOLUTELY help all retirees, anyone with a retirement fund (including all younger employees), and anyone at all in the markets.abcnews.go.com/Business/wireS…

22) And guess what? It's all going to start again in 10 weeks when Congress has to do another budget. The current shutdown has caused DD.

Data Delay. That affects companies' planning.
ey.com/en_us/insights…

23) Now, I want you to consider this. As Jeff Childers @jchilders98 observed in his "Coffee & Covid" column there is a WIDE GAP between what people tell pollsters and what they are actually doing when it comes to how they view the economy.
coffeeandcovid.com/p/contentednes…

@jchilders98 24) The infamous "polls" show the lowest consumer sentiment on record.

https://x.com/ForecasterEnten/status/1987902754162119007?s=20

@jchilders98 25) Oohhhhh noooo, Mr. Bill. Except PEOPLE AREN'T ACTING IN LINE WITH THAT "SENTIMENT." Both VISA and Mastercard are showing "broad based strength" and "healthy consumer and business spending."
coffeeandcovid.com/p/contentednes…

@jchilders98 26) Yikes. So put two and two together.

What if companies---because of "DD"---have to make projections based on current realities, not number from various agencies. In other words, based on what they are actually experiencing vs. what the #s say they "should be experiencing?"

27) What does all this mean?
*Trump is chipping away at all the edges to grow the economy/lower prices
*There will be short term tradeoffs to secure longer term absolutely critical REMs
*The investment economy is optimistic.
*The DemoKKKrats are on the losing side of EVERYTHING

28) It is highly likely that at the next budget confrontation, the DemoKKKrats do one of two things: either act civilized & work with the GOP on a sensible budget (we win) OR act like the fascist terrorists they have been and lose still more ground (we win).

29) Finally, in political terms, when the ZAP hits (Zohran's Amazing Pain) NYC--and it's already happening--you're going to see a rapid acceleration of "Escape from New York." Those who can (i.e., money) will move, leaving NYC even more a hollowed out shell.

30) Amazing Zohran plans to raise taxes on the so-called "wealthiest" New Yorkers by about 30% more.
theepochtimes.com/us/how-nyc-may…

31) Trust me, this is just the tip of the ZAP iceberg. His fees, regulations, taxes will crush ordinary New Yorkers they supposedly will help. And of course, moronic Big Apple-ites will blame Trump. But many will just flee.

32) FL/NC and the Sun Belt will get a stream of refugees that will make Gaza look like a Gay Day Parade.

33) It's way too soon to think about the relocation of Wall Street or its equivalent, but that won't be too far behind. History has seen once important trade spots simply dry up and blow away due to tyranny of one sort or another (Phonecia).

34) In short, an economic shift is coming and it has very little to do with the H1B issues and everything to do with AI/energy/water and moronic obstructionism by DemoKKKrats.