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Soft Landing For AI Retreat ? – Even More National Security Concerns

1st know that the AI industry as a whole could not continue it’s trajectory just because of the circular finance methods that had been employed. At least it is not likely to sink the entire US economy in a sudden realization to what everyone already knew but failed to properly react to.

After the mid-term election 2026, it became clear the building out of data centers was not going to continue without regard to environmental concerns and other local impact concerns.

Then we had the ‘honeypot scandal’ with Nvidia CEO and a Chinese spy. Whereas their slightly older chips were being shipped to China through a shell company. Yea, lots of scandal I will not address at this time. It’s outside the general point I am about to make.

At the same time of all of this, a company by the name of Microsoft had been cleaning up on many data centers that were failed entities and had purchased them for 20 cents on the dollar or less. But very selective as to their needs and wants in a well thought out plan for it’s future use needs.

But now even Microsoft is pulling back with contracts with Oracle.

Reference:

I commend Microsoft for it’s level headed play and others will follow their lead on this. They already have.

So, what is my warning here ?

There are going to be many failed data centers as we all know just with the projects that have already started as it is over-built. All of these centers are using Nvidia chips to power them. They are the best.

So what happens to these chips that are now ‘off the national security radar’ because they were sold to US companies for use in US data centers.

Going to be a a lot of starving companies where as the CEO’s will be trying to get a return of whatever may be valuable in old hard cash as they plummet. That money will not be going to it’s investors nor it’s debtors likely using the number one tool of tax cheats and criminals worldwide…. cyber-coins.

Will those chips end up in the hands of the Chinese ? Through 3rd party brokers ? Nobody is watching. This is not going to add to the US economy then or later.

The markets will fall. Justifiably so because the over investment was putting the US government at odds with them just because of all the competition for it’s debt. Yea… mind blowing.

How this will actually impact the economy is hard to say as there are pluses and minuses for it as long as it is not knee-jerk reactionary to facts that all investors already know but fail to properly react to.

Hope for that soft landing or you will have a larger issue keeping an eye on those chips.

FAA Flight Shutdown May Have A Much Larger Story…

I will be upfront and say that I do not have any factual evidence as to what just transpired with the FAA shutdown.

But in fact nobody does. What we have are explanations that do not make sense. And in fact are counter to each other.

So, I ain’t buying it.

A AI hack only makes a little sense if it is a rouge agent or a directed hack by a human using AI. A failed upgrade might make sense if you were not trying to deploy it during a busy Friday afternoon as opposed to a slow time in the middle of the night.

Blaming it on the old systems while you are upgrading them is totally out of bounds if they are being ‘replaced by new’.

What does make more sense…

It is perfectly clear after the failed impeachment of Hegseth that Israel’s lobby is alive and well inside of even the democratic party for they want no delay in their narrow window to restart hostilities with Iran and they can’t do this alone and might serve both nations leaders in their own respective power struggles inside their own country.

After watching details of the recent issues with Microsoft shutdown, the details of which are also very sketchy, it seemed to me that the issue was a hack in similar form of method that Israel used to take out Iran’s nuclear program more than a decade ago. Of course we can summarize they were helped by the US with that goal. Top level stuff.

So, this is what makes ‘sense to me’.

Israel staged both attacks, perhaps aided by AI, but not necessarily, but this time frame says it was not likely a total manual job. Humans are not that fast.

They want it to look like the Iranians did the deed and give Trump a reason to support hostilities again before the dem’s take control in 2027.

Know that the Iranians are terrible hackers. The are relatively new to the game. But with the aid of Russia, they came up quickly. North Korea was also aided by Russia a long time ago.

Why would Russia have an interest in aiding these two ? To carry out deeds for Russia by proxy. Even if they fully understand what they are doing, they may be mislead in reasons to do it.

So… Yea… Israel or should I say Benjamin Netanyahu has the most to gain in this action. He needs reasons to stay in power as well.

But it’s not working. You can tell by the governments response they understand in a way that denying reality is the way to stop it and therefore not state any real facts as that would be bad for Trump and the Republicans as there would likely be people in the intel agency’s that would speak out no matter the fallout.

Where my mind has changed…

I was against Israeli ‘lobby groups’ in the US. But now I want them eradicated.

Hopefully the next congress with bring some reform to this power they seem to hold. I think Netanyahu fears just that. Be worried if nothing is done here.

It is a lesson about how much control of our lives is increasingly met with computer infrastructure where the obvious is not obvious. You trust what they are telling you is true but the folks telling you that can not fathom all the possibilities even if they truly believe in what they are saying.

You don’t know what you don’t know. We are left to guess based on what we CAN SEE !

Addendum:

Post 26 Election Original Jokes

Sometimes I am really on fire for these…. but not often…

I find it funny someone …AKA John Barron can make accusations about anyone named Dan Sullivan.

There was a big blood-bath in Washington and the Republicans are caught hiding their knives.

The Washington swamp is revamping but alive and well in the form of a ‘Reflecting Pool’… not quite habitable for them yet.

How may Republicans does it take to start a war with Iran ? … Obviously ONE

Who gets to cancel a war in Iran … How many spines are there in congress ?

Sure gas prices are higher, but we are making a lots and lots of money…. (not a joke but a quote that is not funny at all).

If we now have a dept of war, just who is in charge of defense now ?

Trump in Hollywood before anyone knew…? he played Willard Stiles in the 1971 movie ‘WILLARD’ as practice for POTUS. Leading a bunch of rats at will.

Trump says the voting machines are at fault. I think he has been talking to my-pillow again.

Just what happens after the election ?

My predictions.

Yes we will have some count wranglings and some may take days to a month to resolve. I doubt any can change the general picture of the outcome.

Since I see the democrats making a big sweep, you are going to have a lot of republicans who are going out on their ass, you can watch for these things…

Many lobbyist see this lame duck of congress as the last opportunity to get some rule changes and they are willing to pay well for it as compared to waiting 6+ likely years.

The Trump admin is still wanting to delay anything with the Epstein files, but they may not have to pay as it is likely they have compromat on many of these public officials and that has been controlling them all this time. So, I guess it depends on if any have something to hide legally or otherwise. Many may be retiring from politics and many will be taking prominent positions working for the corporate world that interfaces with the government.(a inside man who knows how the gears turn and which gears to grease and how).

The question becomes, does enough of them hold grudges against the admin that are deep enough to end Trump before they leave ? It could happen.

If they want any political credibility in politics going forward, they will do something as the wind on this is very strong and not going away anytime soon.

Those that have a criminal involvement in things like Epstein, may find a pardon being waved around but only if they pass things for the admin. They have nothing to look forward to.

At the same time, a large effort to preserve records by others. Lots of scrambling going on that may not be so visible.

But this is a point where we potentially can get a lot of bad legislation in favor of large private interest. Keep that in mind. It’s a great money making opportunity for those on the way out, and it looks like there will be many. They will not be around to be accountable for their actions and you will forget what they did when they show up on a ballot at a later time.

Keep the above in mind as you watch it play out and connect the dots as needed. Your voice may be required again.

Give the dem’s a year to show something and hold their feet to the fire as well. But keep in mind, it can take 6+ years to unwind all of this and legislate, so that much of it can not happen again. The dem’s will not have a ‘veto proof’ majority so they are limited to what they can do unless they can muster one with the republicans. And that could be the case, but we have to wait and see what political winds blow. It may take action from you to push things over that edge to get what ‘you’ deserve.

I can say that I completely ignore ‘name calling’ adds & false facts. I actually hold it against the perpetrator of them. Tell me something of substance to be considered. That is what I look for.

Anything less than what a candidate will do is political opinion vaporware. I don’t need my opinion changed, I need my intellect feed. Think about that 2 years from now. You will need it.

How Much Does Your Opinion Cost Texas ?

Just How Much Does Your Opinion Cost In Texas ? Actually, I don’t care. It is your opinion and you are free to sell it to anyone you like.

But since when are you willing to sell your vote to a rich immigrant ? Does it come with a kiss ? A cheesecake ? what ?

Not your grandfathers Texas.

A demo of how AI investing works !

Coming to a AI venture capitalist near you. Or in person if you buy the IPO’s.

Gotta be a fall guy.

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