Democrats still want to trans your kids, censorship shellgames squashed, Google is declared a monopoly, socialists behave badly, more illegal alien depravity, some 2026 contenders jump in, pie-in-the-sky plans for high speed rail in Texas bite the dust, more Cybertruck drag-racing, and a Very Good Boy indeed.
It’s the Friday LinkSwarm!
Yes, Democrats are still all in on transing your kids. “Dad shares horrifying story of his daughter being groomed and transitioned behind his back at school.”
Just yesterday, a dad named Dustin Gonzales in the Jeffco Public School District of Colorado spoke at a school board meeting and shared a heartbreaking story that’s now all too familiar: his daughter was groomed by teachers and gender-transitioned behind his back.
Dad claims his daughter changed her gender identity secretly with a school therapist, who kept him in the dark about it.
The school didn’t ask me or inform me, they replaced me. By the time I found out, I was already labeled ‘the problem.’ My objections weren’t treated as concerns, they were treated as opposition. my voice was dismissed as ‘hateful,’ my presence undermined.
The father claims the school then got the therapist and an investigator involved, to separate the girl from her dad.
I’m here to make sure what happened to me, to my family, never happens to another parent in this district.
The father is now at risk of losing his daughter as a result of a new Colorado bill that would take kids away from parents who aren’t “affirming.”
Secretary of State Marco Rubio has just killed the Biden administration’s last-ditch effort to shelter the government’s Ministry of Truth, the Global Engagement Center (GEC).
In a new op-ed published by The Federalist (a target of the GEC along with yours truly), Rubio writes;
GEC was supposed to be dead already. But, as many have learned the hard way, in Washington, D.C., few things ever truly die. When Republicans in Congress sunset GEC’s funding at the end of last year, the Biden State Department simply slapped on a new name. The GEC became the Counter Foreign Information Manipulation and Interference (R-FIMI) office, with the same roster of employees. With this new name, they hoped to survive the transition to the new administration.
Today, we are putting that to an end. Whatever name it goes by, GEC is dead. It will not return.
Alphabet’s Google illegally dominates two markets for online advertising technology, a judge ruled on Thursday, dealing another blow to the tech giant and paving the way for U.S. antitrust prosecutors to seek a breakup of its ad products.
U.S. District Judge Leonie Brinkema in Alexandria, Virginia, found Google liable for “willfully acquiring and maintaining monopoly power” in markets for publisher ad servers and the market for ad exchanges which sit between buyers and sellers.
The decision clears the way for another hearing to determine what Google must do to restore competition in those markets, such as sell off parts of its business at another trial that has yet to be scheduled. It is the second court ruling that Google holds an illegal monopoly, following a similar judgment in a case over online search.
Publisher ad servers are platforms used by websites to store and manage their digital ad inventory. Along with ad exchanges, the technology lets news publishers and other online content providers make money by selling ads. Those funds are the “lifeblood” of the internet, Brinkema wrote.
“In addition to depriving rivals of the ability to compete, this exclusionary conduct substantially harmed Google’s publisher customers, the competitive process, and, ultimately, consumers of information on the open web,” Brinkema wrote.
However, antitrust enforcers failed to prove a separate claim that the company had a monopoly in advertiser ad networks, she wrote.
U.S. Attorney General Pamela Bondi called the ruling “a landmark victory in the ongoing fight to stop Google from monopolizing the digital public square.”
“A 13-year-old boy in California was allegedly sexually abused and murdered by his soccer coach and, as it turns out, the soccer coach was an illegal alien. Immigration and Customs Enforcement (ICE) has lodged a detainer with the Los Angeles County jail for Mario Edgardo Garcia-Aquino, a 43-year-old Salvadoran citizen living unlawfully in the United States, the agency confirmed Wednesday to the Daily Caller News Foundation. Garcia-Aquino is accused of killing 13-year-old Oscar ‘Omar’ Hernandez, a San Fernando Valley, California, resident found dead earlier in April.”
Evidently the cartels have expensive taste. “A federal grand jury has charged two men who allegedly tried to smuggle five high-caliber sniper rifles to Mexico last month, and prosecutors are seeking the forfeiture of the firearms, five .50-caliber Barrett long guns and four magazines for .50-caliber bullets. Wednesday’s charges of unlawful smuggling of goods from the United States stem from the March 12 arrest of Oscar Sanchez Gonzalez and Arturo Martinez Aguilar as they allegedly attempted to drive to Mexico over the Calexico West port of entry.” (Hat tip: Dwight.)
Smith says people asking him to run is an indictment of the Democratic Party.
“I have no choice, because I’ve had elected officials, and I’m not going to give their names, elected officials coming up to me. I’ve had folks who are pundits come up to me. I’ve had folks that got a lot of money, billionaires and others that have talked to me about exploratory committees and things of that nature. I’m not a politician. I’ve never had a desire to be a politician,” Smith told ABC News’ “This Week” co-anchor Jonathan Karl.
Smith reiterated that because of the number of people asking him to consider a run, he has to leave the door open.
Smith usually strikes me as a moderately annoying “hot take” artist, but he has been condemning the Democrat Party about their lurch to the right on several issues, and has discussed that with the likes of Dave Rubin. Smith has no business running for President, but would be immediately be a more sane alternative than anyone else named as a Democratic front-runner.
When police raided a factory in Georgia, they found dozens of Chinese nationals being kept in near slave-like conditions, and authorities say they were pressed into service by a forced labor trafficking ring.
Last month, agents from several agencies raided Wellmade Industries in Cartersville, Georgia, 40 miles north of Atlanta, and what they found shocked them, according to the Atlanta Journal-Constitution.
Federal officials said that around 60 Chinese nationals were being held in tiny rooms and forced to work long hours in the flooring manufacturing plant. The exploited workers at Wellmade are just a few of the many exploited workers the Trump administration has rooted out.
ICE Homeland Security Investigations Atlanta Special Agent in Charge Steven N. Schrank said the conditions these workers were living in was “horrific,” and noted that he and his fellow agents were investigating eight other locations for similar offenses.
Three Wellmade Industries officers were arrested, including company owner, Zhu Chen, his nephew, Jiayi Chen, and company associate Jian Jun Lu.
At the bond hearings for the suspects, assistant district attorney Austin Waldo claimed that officials of the company immediately confiscated the workers’ travel and ID documents as soon as they arrived at the plant to make it harder for them to leave.
Well, this would have made my Nvidia roundup had it dropped a day earlier, and not in a good way. “Nvidia CEO Jensen Huang boarded a private jet to Beijing shortly after the U.S. Commerce Department announced new export licensing requirements for the company’s H20 AI chips for the Chinese market. Once there, Huang met with the head of a Chinese state-backed trade body, where he reaffirmed Nvidia’s commitment to the Chinese market despite a deepening trade war.”
Baltimore student: “Hey, doesn’t Maryland law require a United States flag in every classroom?” Baltimore County Board of Education: “Hey, you’re suspended and we’re calling the cops on you.”
The East Plano Islamic Center’s planned development faces continued scrutiny from Texas officials.
U.S. Sen. John Cornyn is calling on the U.S. Department of Justice to investigate EPIC for potential religious discrimination.
In a letter to U.S. Attorney General Pam Bondi and Assistant U.S. Attorney General Harmeet Dhillon, Cornyn expressed concern that a “master-planned ‘community of thousands of Muslims’” could violate the Fair Housing Act of 1968 by discriminating against Christians, Jews, and other non-muslim minorities.
“Religious discrimination, whether explicit or implicit, is unconstitutional under the First and Fourteenth Amendments,” wrote Cornyn. “Religious freedom is a cornerstone of our nation’s values, and I am concerned this community potentially undermines this vital protection.”
Sanity in the UK: “U.K. Supreme Court Rules Males Don’t Qualify as Women Under Anti-Discrimination Law, in Landmark Ruling.”
The United Kingdom’s supreme court ruled Wednesday that males who identify as women do not fall qualify as women under anti-discrimination law, a monumental decision that will have major consequences for British law.
The high court defined “woman” based on sex rather than gender identity, keeping it within the bounds of scientific reality rather than giving into the demands of left-wing activists. The ruling specifically addressed the question of whether transgender-identifying males who obtain a gender recognition certificate — a legal document acknowledging them as women — enjoy the same protections extended to females under Britain’s 2010 Equality Act, an anti-discrimination law that covers nine protected characteristics and applies to various sectors of British life.
“The unanimous decision of this court is that the terms ‘woman’ and ‘sex’ in the Equality Act 2010 refer to biological women and biological sex,” said Lord Patrick Hodge, deputy president of the United Kingdom’s Supreme Court, in announcing the ruling.
Bad news: A house exploded two miles from me. I actually heard it, and thought that one of my dogs had run into a wall or something. Worse news: The house belonged to Sara Felix, who I know from the Austin science fiction community, and her husband was in the house at the time. The silver linings are that he’s now out of surgery, though badly burned, and that the family hadn’t actually moved into the house, and were still living in their old house in the same general area.
When your band name stops being ironic: “New Pornographers Drummer Joe Seiders Arrested for Possession of Child Porn.” I have a few of their albums I bought 15 years ago. I considered embedding “Breakin’ the Law” for ironic effect, but it’s a lousy song. (Hat tip: Ed Driscoll at Instapundit.)
A foster mom in Missouri is facing multiple charges of abuse and is accused of trading a teenage girl she was guardian of for a pet monkey, authorities said.
Brenda Ruth Deutsch, 70, of Lincoln County, was charged with two counts of abuse or neglect of a child and one count of endangering the welfare of a child, according to Lincoln County Prosecutor Mike Wood. She was taken into custody last weekend.
Deutsch has fostered more than 200 children for about 15 to 20 years, Wood told NBC News.
While it’s tempting to chalk this up to more “annals in human depravity,” given the age of the alleged perp, I have to wonder if some mental illness/senility/Alzheimers was involved.
Anderson Ronaldo Reyes Giron — a member of the “Most Wanted” list — was taken into custody on April 2 by the Texas Department of Public Safety (DPS) and the Texas Highway Patrol for charges related to deadly conduct from shooting a firearm in Travis County, as well as theft of property in Williamson County. He’s originally from Honduras, from which he came illegally, and was arrested by the Austin Police Department in August 2024 for the afore-listed charges before being let out on bail.
Thanks again, Austin.
“Governor Greg Abbott, the Texas Department of Public Safety (DPS), and the Texas National Guard continue to work together with the Trump Administration to secure the border; stop the smuggling of drugs, weapons, and people into Texas; and prevent, detect, and interdict transnational criminal activity between ports of entry,” a press release from Abbott’s office stated upon announcement of Giron’s arrest.
Giron has been wanted since February 2025 when Travis County issued a warrant for his arrest following the firearm violation, and then when Williamson County similarly filed a warrant after his theft incident.
Former Texas Congresswoman Mayra Flores has officially thrown her hat into the ring to challenge the indicted Congressman Henry Cuellar (R-TX-28) and his 20-year-plus tenure representing Texas’ 28th Congressional District in Washington, D.C.
“I am deeply honored to announce my candidacy for Congress—a chance to serve the people and uphold the values that make our nation great,” Flores posted on X upon announcement of her challenge to Cuellar’s seat.
The first female Mexican-born former congresswoman, Flores comes to the drawing board with experience in Texas elections — first scoring a seat in a special election to represent the Lone Star State on the federal stage after Democratic Congressman Filemon Vela resigned in 2022, allowing her to flip the historically Democratic 34th Congressional District. Flores flipped parties from Democratic to Republican in the early 2000s, primarily citing pro-life motivations.
She also ran against Rep. Vicente Gonzalez twice (D-TX-34), losing first in the 2022 general election and second in 2024, although she notched her numbers up significantly the second time around — losing the election by a 2 percent margin.
Cuellar maintained his seat during the 2024 general election against Republican candidate Jay Furman with nearly 52 percent of the vote — a race rumored as potentially dangerous for Cuellar due to his indictment by the U.S. Department of Justice (DOJ) that year after an FBI investigation in 2022 for alleged bribery and money laundering in coordination with his wife, Imelda Cuellar, and the country of Azerbaijan.
TX-28 favors Democrats with a rating of D-51% per The Texan’s Texas Partisan Index, although President Donald Trump made history in the district during the November election — winning Webb County’s presidential vote, the first Republican president to claim victory there in a century.
Until Flores’ announcement, the only other notable contender for Cuellar’s seat was Webb County Judge Tano Tijerina, who flipped parties in December 2024.
For more on Cueller’s indictment, see here and here.
“With Attorney General Ken Paxton officially running for U.S. Senate against Sen. John Cornyn, the race to replace him is heating up. After former U.S. Attorney John Bash became the first to enter the race, State Sen. Mayes Middleton has now launched his own campaign for Texas attorney general, pitching himself as a conservative fighter ready to take the reins.” I regularly get press releases from Middleton’s office, and he seems a pretty solid conservative.
The U.S. Department of Transportation officially terminated a $63.9 million federal grant intended for the planning and development of a high-speed rail line between Dallas and Houston.
Transportation Secretary Sean Duffy said the move will save taxpayers millions while allowing Amtrak to focus on improving existing operations.
Personally, I’d kill Amtrack and hand the assets to the states to subsidize if they felt like.
Originally pitched as a private venture, the Texas Central Railway project aimed to connect two of Texas’ largest cities with a 205-mph bullet train, promising a 90-minute travel time.
The project has faced strong opposition from landowners and lawmakers since it was proposed in 2009.
As cost estimates soared from $12 billion to over $40 billion, the project became increasingly reliant on federal funding.
Duffy was blunt in his assessment: “Underwriting this project is a waste of taxpayer funds and a distraction from Amtrak’s core mission of improving its existing subpar services.”
“If the private sector believes this project is feasible, they should carry the pre-construction work forward, rather than relying on Amtrak and the American taxpayer to bail them out,” Duffy added.
State Sen. Charles Schwertner (R-Georgetown) posted on X, “Thank you to President Trump and Secretary Duffy for standing up for taxpayers and terminating the $63.9 million grant to Amtrak for the proposed high-speed rail project between Houston and Dallas.”
Even the $10 billion version was a boondoggle that wouldn’t have made money and required taxpayer subsidies to stay afloat, and more likely never would have been completed anyway. High speed passenger rail works in Japan because they already had high urban density and an existing rail system and culture to support it. Texas has none of those things, and even if it was built it would never be profitable here (or just about anywhere else).
And just to drive the point home: The highest density high speed rail in Japan seats 1,634 passengers. Assume passengers pay $100 a ticket each way, the train is entirely full, and the Texas high speed rail train runs six times a day (all optimistic and unlikely assumptions), 365 days a year, and you get $357,846,000 a year in gross revenue, which means, even without the including the cost to run the train, it would take just under 112 years to make back the initial investment.
Despite his new position as a vice chair of the DNC, gun control weasel David Hogg wants to primary old Democrats. In this particular task I wish the little weasel the best of luck.
This is your mayor on social justice. “The mayor of South Fulton faces an eviction action at an Atlanta apartment complex, Fulton County court documents show, adding another development to what’s been a turbulent year so far for the city leader. Mayor Khalid Kamau, who has gone recently by Mayor Kobi, has had eviction proceedings initiated against him in Fulton County Magistrate Court by an apartment complex at 6200 Bakers Ferry Rd. Court documents show the complex filed to initiate eviction after alleging Kamau failed to pay rent in March.”
Snip.
Documents show the amount of past due rent was listed at $1,663.77. A late fee of $100, utilities of $39.77 and “other fees” amounting to $175 are also being sought.
Kamau has been at odds in recent weeks and under scrutiny from the South Fulton City Council over his spending and alleged “abuse” of the position.
He in turn has defended himself from what he has termed the City Council’s “overreach” after his access to city buildings was revoked and his budget frozen in February, and said he has faced resistance from the council throughout his tenure.
The move by the city council came after reports on the mayor’s trips — which spanned four continents in four months — as well as updates at City Hall that included a film studio and refurbished conference/pool table room. The City Council voted to redistribute several pieces of new electronic equipment to the city IT department and send back the film studio.
I know you’ll be shocked, shocked to learn that Kamau is a Democratic Socialist…
Your feel-good dog story of the week: A dog named Buford kept a two-year old boy safe after the latter wandered seven miles from his home. Another article states that Buford is an Anatolian Pyrenees.
I’m still between jobs. Feel free to hit the tip jar if you’re so inclined.
On Monday, Nvidia announced that it has started producing its Blackwell AI GPUs at TSMC’s plant in Phoenix, Arizona, while companies within the state package and test them.
TSMC, or Taiwan Semiconductor Manufacturing Co., is the world’s biggest chipmaker and announced a $100 billion investment in US chipmaking last month. It began producing chips using the 4nm process at its Arizona factory in January and has plans to make chips with the more efficient 2nm technology by the end of the decade.
Nvidia doesn’t say which Blackwell chips it has started producing at TSMC’s plant and whether it includes the latest Blackwell Ultra GB300 chip it revealed earlier this year. Blackwell chips use TSMC’s custom 4NP process, according to Nvidia’s website.
The world’s leading manufacturer of graphics processing units (GPU) and advanced chips has announced it will build new plants in Texas, amid global economic shake-ups.
Note: Plants, not fabs.
NVIDIA has announced partnerships with Foxconn and Wistron to build “supercomputer manufacturing plants” in both Dallas and Houston. These global companies are “expanding their global footprint” and their international presence for the purposes of “hardening supply chain resilience” in their partnership with NVIDIA.
“Manufacturing NVIDIA AI chips and supercomputers for American AI factories is expected to create hundreds of thousands of jobs and drive trillions of dollars in economic security over the coming decades,” the announcement states.
The mass production of chips at these plants is expected to begin in the next 12 to 15 months. The $500 billion investment in AI infrastructure within the U.S. does not make mention of direct government subsidies or public financial incentives related to NVIDIA’s recent announcement.
I’m quoting that summary because it demonstrates that it’s easy to misunderstand things about the industry if you aren’t familiar with it. The way it’s worded make you think the “plants” are the Texas facilities they’re going to be building in 12-15 months, but the actual Nvidia press release makes clear than TSMC is doing the fabbing:
NVIDIA is working with its manufacturing partners to design and build factories that, for the first time, will produce NVIDIA AI supercomputers entirely in the U.S.
Together with leading manufacturing partners, the company has commissioned more than a million square feet of manufacturing space to build and test NVIDIA Blackwell chips in Arizona and AI supercomputers in Texas.
Note the more precise wording.
NVIDIA Blackwell chips have started production at TSMC’s chip plants in Phoenix, Arizona. NVIDIA is building supercomputer manufacturing plants in Texas, with Foxconn in Houston and with Wistron in Dallas. Mass production at both plants is expected to ramp up in the next 12-15 months.
The AI chip and supercomputer supply chain is complex and demands the most advanced manufacturing, packaging, assembly and test technologies. NVIDIA is partnering with Amkor and SPIL for packaging and testing operations in Arizona.
Within the next four years, NVIDIA plans to produce up to half a trillion dollars of AI infrastructure in the United States through partnerships with TSMC, Foxconn, Wistron, Amkor and SPIL. These world-leading companies are deepening their partnership with NVIDIA, growing their businesses while expanding their global footprint and hardening supply chain resilience.
Now, if that half trillion does get spent (no guarantee, since press releases aren’t legally binding; try to contain your shock), that would certainly buy a lot of cutting edge fabs. Nvidia is one of the few companies that has the financial resources to build their own cutting edge fabs (Apple is another), but I get the impression that they’re going to partner with TSMC. In fact, I wouldn’t be surprised if they follow the Apple model, where they tell a company “Here’s X amount of money, go build a fab. You’ll give us the first 24 months of production at x-cost per chip, and after that the fab is yours free and clear.” This is one of the tools Apple used to become the dominate tech buyer, and what some call a monopsony.
As far as building their own supercomputers, that’s great for Texas and not so great for Hewett Packard Enterprise, which finished their acquisition of Cray in 2021.
The Trump administration has effectively barred Nvidia (NVDA) from selling its custom artificial intelligence processors to customers in China. The move will force the AI chip leader to write off up to $5.5 billion in inventory and purchase commitments in its fiscal first quarter. Nvidia stock fell Wednesday.
Late Tuesday, Nvidia disclosed in a regulatory filing that the U.S. government is now requiring it to get an export license to sell its H20 processor in China and other restricted countries. Nvidia said it was informed of the move on April 9, the same day NPR erroneously reported that the White House would not seek further restrictions on the chips Nvidia can sell in China.
Your tax dollars at work.
Nvidia said the U.S. government told it on Monday that the license requirement will be in effect for the indefinite future.
Wall Street analysts say Nvidia’s write-off indicates that the company believes it won’t be granted licenses to sell H20 processors in China.
The H20 was designed for the Chinese market to comply with Biden-era restrictions on selling advanced processors there. The H20 is less capable than the Blackwell series chips Nvidia sells in the U.S. and other markets.
“With Nvidia writing off associated H20 inventory, it appears the company is taking the position that it will not be granted licenses to ship product to Chinese customers (with no other geography likely to take the governed silicon given the availability of more powerful standard Hopper or Blackwell SKUs),” Wedbush analyst Matt Bryson said in a client note Wednesday. SKU stands for “stock keeping unit,” a unique identifier for products used in inventory management.
China represents a little over 10% of Nvidia’s revenue.
The Trump Administrations believes (probably correctly) that AI is a key strategic industry and that we don’t need to give China any help there.
A half trillion dollars is a lot of cheddar, even for the (as of today) company with the third largest market cap in the world…
The Trump administration released new guidance late Friday night on its tariff on China, exempting electronic devices such as smartphones and laptops.
The guidance, posted by U.S. Customs and Border Protection, which oversees collecting taxes on imports, could relieve some anxiety among consumers and tech giants like Apple and Microsoft, which manufacture many of their products in China, The Wall Street Journal reported. Around 20 electronic products — which also include memory cards and machines used to make flatscreens and tablets — will now be exempted from Trump’s massive “reciprocal” tariff on China. The exemption comes after the president increased the tariff on China in recent days in response to China’s retaliatory tariff on U.S. goods.
Stephen Miller, the White House deputy chief of staff for policy and Homeland Security adviser, wrote on X, “These products are subject to the tariff under the original IEEPA [International Emergency Economic Powers Act] on China of 20 percent.” The IEEPA tariff was the first one Trump imposed on China after taking office in January. The tariff was levied on China, along with Canada and Mexico, in an attempt to “hold” the countries “to their promises of halting illegal immigration and stopping poisonous fentanyl and other drugs from flowing into our country.”
The Trump administration has suggested that the tariff on China will encourage companies, including Big Tech companies, to manufacture their products on U.S. soil, arguing that the move would be better for the economy and national security.
“President Trump has made it clear America cannot rely on China to manufacture critical technologies such as semiconductors, chips, smartphones, and laptops,” Press Secretary Karoline Leavitt said on Saturday, according to the Wall Street Journal. She added, “Companies are hustling to onshore their manufacturing in the United States as soon as possible.”
Next came word that the pause in semiconductor tariffs will only be a month or two.
Commerce Secretary Howard Lutnick said Sunday that the administration’s decision Friday night to exempt a range of electronic devices from tariffs implemented earlier this month was only a temporary reprieve, with the secretary announcing that those items would be subject to “semiconductor tariffs” that will likely come in “a month or two.”
“All those products are going to come under semiconductors, and they’re going to have a special focus type of tariff to make sure that those products get reshored. We need to have semiconductors, we need to have chips, and we need to have flat panels* — we need to have these things made in America. We can’t be reliant on Southeast Asia for all of the things that operate for us,” Lutnick told “This Week” co-anchor Jonathan Karl.
He continued, “So what [President Donald Trump’s] doing is he’s saying they’re exempt from the reciprocal tariffs, but they’re included in the semiconductor tariffs, which are coming in probably a month or two. So these are coming soon.”
With all respect to President Trump and Secretary Lutnick, you can’t set up a new fab to manufacture semiconductors in America in two months. In fact, you’d be really hard-pressed to do it in two years. It usually takes a fab about three years to get up and running. Bosch took three years to get their 65nm fab in Dresden up and running, and Samsung broke ground on their Taylor fab in 2022 and it hasn’t entered production yet.
Setting up a semiconductor fabrication plant is much more difficult and time-consuming than setting up just about any other factory.
As I’ve mentioned before, you can’t just take an existing building and turn it into a fab, it has to be specially built from the ground up with exacting standards for cleanroom air filtering, concrete slab level uniformity, etc. You need extremely exacting air purity handling equipment, as well as a system for running de-ionized water throughout the plant. Then you need to purchase, install, bring up and qualify all the hundreds of pieces of semiconductor equipment necessary to run a modern fab. And 2-3 years is probably the lead time to get an ASML EUV stepper, if you’re going to be building a cutting edge fab. (If the goal is to reshore the semiconductor industry, then you probably need to build a lot of less-demanding fabs as well.)
I’m in favor of the Trump Administration using tariffs to bring other countries to the negotiating table to eliminate their tariffs on American goods, and for kicking China out of the global free trade order for repeatedly breaking the rules and just being general asshats. But a two-month difference in tariff implementation dates isn’t going to change the timeline for opening new semiconductor fabrication plants in America.
*Flat panel display manufacturing uses some of the same semiconductor processes to make displays. The technology is less demanding overall, but the substrate sizes are considerably larger. Because the feature size is less demanding, I imagine bring-up and qualification is somewhat quicker, but I’ve never worked on a flat panel display machine, so I have no idea how the lead time varies to obtain and install that equipment.
President Trump announced his tariffs on countries, especially those that tariff goods from the United States.
President Donald Trump on Wednesday imposed sweeping new tariffs on all imported goods and unveiled a detailed list of reciprocal duties targeting more than 60 countries, asserting that the move is necessary to combat trade imbalances and restore U.S. manufacturing.
“This is Liberation Day,” Trump said during a Rose Garden ceremony, holding up a printed chart of countries and their new tariff rates. “For decades, our country has been looted, pillaged, raped and plundered by nations near and far, both friend and foe alike.”
The tariffs, which he described as “reciprocal,” fulfill a key campaign pledge and are aimed at pressuring trade partners to lower their own barriers. The administration expects the new rates to remain in place until the U.S. narrows a $1.2 trillion trade imbalance recorded last year.
But the extensive list of tariffs also threatens to upend the U.S. economy, as many — but not all — economists say they amount to taxes on American companies that will be passed down to consumers.
Trump held up a chart while speaking at the White House, showing the United States would charge a 34 percent tax on imports from China, a 20 percent tax on imports from the European Union, 25 percent on South Korea, 24 percent on Japan and 32 percent on Taiwan.
The centerpiece of the announcement is a 10 percent universal baseline tariff on all imports, effective immediately. For instance, Chinese imports are now subject to cascading tariffs of 10, 20 and 34 percent, for a total of 54 percent.
In addition, Trump’s administration imposed country-specific reciprocal tariffs on nations it accuses of unfair trade practices — including India, Vietnam, and the European Union, in adding to China. The rates are calibrated at approximately half the rate those countries impose on U.S. goods.
For example, China, which Trump said charges 67 percent in tariffs on U.S. goods when factoring in non-tariff barriers, will now face a 34 percent reciprocal tariff under the new system, in addition to the 10 percent baseline tariff and the 20 percent tariffs already in effect. Vietnam, assessed at 90 percent, will face a 46 percent tariff; India at 52 percent will now see 26 percent duties; and the EU, which imposes 39 percent, will be met with a 20 percent response, according to the White House chart.
This is a “devil in the details” issue that has a lot of ramifications depending on how the directives are written. But several of those countries are big players in semiconductors, so here’s a quick and dirty look at winners and losers if those tariffs stay in place a significant amount of time.
The main countries here, along with the reciprocal tariffs being applied to them:
Taiwan (32%)
South Korea (25%)
China (34%)
European Union (not a country, but they play one on TV) (20%)
Japan (24%)
Singapore (10%)
Israel (17%)
Save a few smaller, older fabs here and there, that’s pretty much 99% of semiconductor manufacturing, though Vietnam (46%) and the Philippines (17%) do a lot of semiconductor package assembly work, and the tariffs may apply to them, depending on wording.
So let’s look at the business Losers and Winners in the space. (Note: You might find this post useful, as it defines some of the semiconductor industry terms used here.)
Losers
TSMC: As the world’s biggest and most important chip foundry, the Taiwanese tariffs will hit TSMC hard. Their U.S. fab in Arizona isn’t ready for production yet, so all their chips will (theoretically) get hit with tariffs, assuming Trump doesn’t grant them a waiver because they’re already constructing a plant. But if they do go into effect, possibly even more heavily impacted will be:
TSMC customers, including Apple, Nvidia and AMD. All three get their very highest-end, cutting edge, sub-10nm chips fabbed there. For Apple, the M-series and A-series chips made there form the heart of all their Macs and iPhones. Likewise, Nvidia gets its highest end GPU/AI/etc. chips fabbed by TSMC. AMD’s most powerful CPU’s are also fabbed by TSMC, though some lower end chips are made elsewhere (like GlobalFoundries).
Tokyo Electron: Japan’s biggest semiconductor equipment manufacturer assembles pretty much all their equipment in their home country. 24% tariffs may make their equipment uneconomical compared to rivals Applied Materials and LAM Research.
South Korean DRAM manufacturers Samsung and SK Hynix: 25% tariffs will definitely impact sales in a market segment whose overall margins (robust in booms, and barely breaking even during busts) are thinner than others.
Every American electronics company that uses DRAM. Which is pretty much every American electronics company.
Every American AI boom company. Their data center costs are going up, while those of their foreign competitors are not.
Korean flat panel display manufacturers Samsung and LG Semicon, who between them control over 50% of the market.
Every American TV and monitor manufacturer, the vast majority of which have their devices manufactured overseas.
UMC: They’d fallen woefully behind TSMC for foundry work, and they won’t be winning much additional American business now.
Every company trying to build a sub-10nm fab in the U.S., as steppers from Netherlands-based ASML just got more expensive and the competition to obtain them might have increased.
Pretty much every fab in China just got more screwed…but they were pretty screwed (and trailing badly) before.
American fabless chip startups: Their costs for getting chips to market probably increased.
Winners
Applied Materials, LAM Research and KLA Tencor. Buying competing Tokyo Electron equipment just got more expensive, and a bunch of companies now have incentives to build fabs in America.
Intel: Assuming they’ve finally got their process technology sorted out (a big if), they’re well-positioned to take CPU market share from AMD and to grow their under-performing foundry business.
Micron (sort of): As the only American DRAM manufacturer, they can probably earn more per each chip produced domestically. But Micron has a lot of overseas fabs these days, and building new domestic DRAM fabs will take years.
GlobalFoundries: The costs of their global competitors just increased, so they can probably win more business for their domestic foundries…if they have the available wafer starts. But they have a lot of foreign fabs as well.
Samsung‘s US foundry business. Presumably the wafer starts for their Austin and Taylor fabs will see increased demand.
Maybe Texas Instruments, but I’m not sure how much mixed-signal and analog competition they have, and that’s their bread and butter.
Neutral
ASML: Being in the Netherlands and having TSMC as their biggest customer, you figure they’d be hurt, but no. You can’t get EUV steppers from anyone else, and I get the impression they’re building EUV steppers as fast as they possibly can already. Anyone building a cutting-edge fab will just have to pay more to get them.
Tower Semiconductor: Half their foundries are in Israel and half in the U.S., so I figure it’s a wash.
That’s my quick and dirty analysis. Of course, Trump is using tariffs like a battering ram to smash foreign tariffs, and if he’s immediately successful, there probably will only be minor hiccups in the global supply chain. But if not, a whole lot of disruption might lie ahead, and it usually takes a minimum of 3-5 years to bring a new fab online.
I know that any time I talk about semiconductors, a significant percentage of my readership’s eyes glaze over, but this is Big Freaking News.
Intel shares rose 6% in premarket trading after Reuters reported that Taiwan Semiconductor Manufacturing, or TSMC, had approached US chip designers Nvidia, Advanced Micro Devices, and Broadcom about taking stakes in a joint venture that would operate the struggling chipmaker’s factories.
Four sources told Reuters that the Taiwanese chipmaking giant would run Intel’s foundry division under the new proposal, producing chips tailored to customer requirements but not owning more than 50%. The sources added that Qualcomm has also been approached about the venture.
TSMC is far and away the largest chip foundry (a company that builds chips for other companies, but doesn’t design its own chips) in the world, and the one with a clear technological lead over everyone else. TSMC has the third largest market cap of any semiconductor company.
Broadcom is the second-largest semiconductor company in the world by market cap, and they have their fingers in a lot of different pies: networking, wireless, storage, you name it. They’re generally considered a fabless chip designer, but the company is such a weird amalgamation of other companies (what we call Broadcom used to be Avago until they acquired Broadcom in 2016) that they might still have a lower end fab or two lurking somewhere in the company. They also use TSMC as a foundry, though I’m not sure how extensively. They’ve also recently made a big move into software, acquiring CA Associates and VMWare, among others.
Nvidia is a fabless chip designer (the sort of company that contracts with foundries to fab their chips) that went heavily into high end GPUs (the chips that render video for your PC, in Nvidia’s case geared toward high end games and other highly demanding tasks), then crypto-mining chips, and more recently into chips geared for AI applications, all very lucrative market segments, which has made Nvidia not only first among semiconductor market cap, but among the largest companies by market cap in the world (along with Apple and Microsoft). Nvidia has their chips fabricated by TSMC, as well as some by Samsung and GlobalFoundries, which was spun off from…
Advanced Micro Devices, which used to be an Integrated Device Manufacturer (or IDM, a company designs their own chips and builds them in their own fabs) creating Intel-compatible CPUs, but eventually spun off their fabrication plants as GlobalFoundries because they couldn’t keep up with Intel’s capital spending. AMD also has some of their highest end chips fabricated by TSMC. If AMD were to help take over Intel, it would be an extremely ironic ending to a longtime rivalry.
Qualcomm is a lot like Broadcom: A mostly fabless design house with its fingers in lots of different pies, and they’re about the sixth largest semiconductor company by market cap. Broadcom tried to acquire Qualcomm in 2017-18 and was blocked by the Trump45 administration.
Intel is an IDM, and for decades was the undisputed “chipzilla” of the semiconductor world. Intel’s CPUs were the dominant processor for the vast majority of the last 40 years and a huge ingredient for helping create the PC revolution. Intel used to be the technology process leader as well, but somewhere along the way they screwed up their sub-10nm process nodes, allowing TSMC to take the process technology crown. Indeed, they screwed up so badly that they’ve been forced to have TSMC fab some of its highest end chips. Despite having a vast number of fabs, Intel’s market cap has slipped down to 16th among semiconductor companies.
Back to the piece:
The sources noted that the Trump administration is exploring ways to revive Intel and strengthen US manufacturing under the ‘America First’ agenda. They added that TSMC’s joint venture pitch to chip designers took place before the company, alongside President Trump, announced plans last month to invest $100 billion in semiconductor manufacturing in the US, building on its existing $65 billion investment in its Phoenix, Arizona, factories.
Any deal between TSMC and Intel would be subjected to approval from the Trump administration.
If the Trump Administration’s goal is to increase available sub-10nm wafer starts (and it should be) and maintain American control of Intel’s fabs, then this proposal is a win-win. Intel’s fabs plus TSMC’s tech would create a foundry powerhouse. It wouldn’t happen overnight (nothing in semiconductors happens overnight), but probably in 12-24 months, depending on how quickly the new entity can acquire the necessary pieces of equipment to upgrade Intel’s fabs to thee new tech (I’m guessing that the availability of ASML steppers will, as usual, be the gating factor). And all this without the tens of billions in taxpayer subsidies for the CHIPS Act.
If this goes through, it would have mostly winners, with a few losers:
Winners
Every company that’s part of the deal. TSMC gets to radically expand production capacity without spending $20 billion+ to build a new fab. Nvidia, AMD, Broadcom and Qualcomm gain a lot more capacity for expanding production of their high end chips. Ditto for Apple (who’s not part of the deal, but who is TSMC’s biggest customer and a big demand driver for cutting edge fab capacity) and every other consumer of sub-10nm chips.
AMD additionally gets the egoboo of partially taking over its longtime hated rival and confirming it’s crown as the x86/x64 chip manufacturer of choice. Plus their then-risky decision to spin off GlobalFoundries looks like a genius move in hindsight.
The Trump Administration, which gets to take credit for vastly increasing American Foundry capacity at zero additional taxpayer expense and keeps Intel under American control.
Semiconductor equipment manufacturers like ASML, Applied Materials, LAM Research, Tokyo Electron and KLA (short term). It’s likely most or all of those companies (along with smaller players like Axcelis and Teradyne) will receive a bump in extra sales from leveling up Intel’s fabs to run TSMC’s process.
American chip startups: With so much high end capacity becoming available, existing and potential chip startups are going to look like more attractive investment capital opportunities.
ARM Holdings: ARM doesn’t make chips, they’re an IP design house that licenses their functional chip blocks to other chip designers. Just about every foundry and IDM is a licensee (yes, including Intel and TSMC), so unleashing more chip designs will almost certainly result in more royalties for ARM. (Nvidia tried to buy ARM in 2020, and regulators quashed that idea good and hard.)
Intel investors, who will either get a big lump-sum payment or shares in the new, probably far more profitable company (depending on how the buyout is structured).
Even Intel wins long-term by unleashing existing fab capacity to take on new business not tied to its faltering CPU manufacturing model. And actually, with TSMC’s process, Intel has a chance to recover in the CPU space as well.
Losers
Samsung: Along with TSMC and Intel, Samsung (which has both IDM and foundry components) has some of the best sub-10nm process tech in the world. They gain a whole lot of unleashed competition and stand on the outside looking in.
Intel‘s dreams of reclaiming their spot at the top of the heap, and suffering the indignity of being partially owned by AMD. How the mighty have fallen.
Every Chinese fab, which goes from “very far behind” to “even further behind.”
Semiconductor equipment manufacturers (long term): They better enjoy the out-of-band upgrade money from retrofitting Intel’s fabs, as it will likely mean a significant delay in anyone building a new cutting edge wafer fab for quite a while. And having two of their biggest customers team up is probably going to put them under a lot of downward pricing pressure.
GlobalFoundries (and other trailing edge foundries) might lose some business, but there’s very little overlap between Intel/TSMC cutting edge processes and GlobalFoundries trailing-edge fabs. Ditto UMC.
Are there anti-trust concerns with such a heavy accumulation of cutting edge process technology? Oh yeah. Big time. But almost all of those concerns were already there in some form or another thanks to the interconnected “cooperation” nature of the industry. All those companies going in with TSMC were already getting chips fabbed by TSMC. Samsung could try to claim that the deal would result in TSMC having a de-facto monopoly on sub-10nm foundry business, but it wouldn’t start with one, and that business isn’t the whole of foundry business (though it is the most profitable part), much less semiconductors as a whole.
Given that this would go a long way toward achieving Trump’s goal of increasing cutting edge fab capacity in America, I would imagine that the Trump47 administration could very well be persuaded to let this deal go through.
Pinkslipapalooza in BureaucratLand, more DOGE savings, the deportation machine gets cranked up, Apple invests in America. Plus some depths of human depravity.
It’s the Friday LinkSwarm!
“Federal Judge Rules In Favor Of Trump Government Layoffs.” “U.S. District Judge Christopher Cooper, who was appointed by Barack Obama, ruled that the labor unions which filed the lawsuit against the government layoffs had to take their case before the Federal Labor Relations Authority (FLRA) rather than a federal court.”
The now-shuttered U.S. Agency for International Development has funneled at least $122 million in approved grants to terror-tied aid charities, including an evangelical Christian group that in 2014 facilitated a $125,000 sub-grant to a Sudanese terrorist organization linked to al-Qaeda’s Osama bin Laden.
USAID has long been complicit in funding humanitarian aid groups associated with designated terrorists, such as Hamas and Hezbollah. This is just one egregious example of the waste, fraud, and abuse within USAID that the Trump administration and the Department of Government Efficiency are working to uncover.
“There’s a fox loose in the henhouse of our foreign aid system—a system intended to uplift lives abroad that instead has funneled millions of taxpayer dollars to radical and terrorist-linked organizations,” Gregg Roman, executive director of the Middle East Forum, said in his testimony before House Oversight’s DOGE Subcommittee on Wednesday.
The Middle East Forum published these findings in a years-long study earlier this month, as DOGE head Elon Musk started targeting USAID and its wasteful, often ideologically-driven spending.
One organization, World Vision, was given $200,000 in taxpayer funding to direct toward the Islamic Relief Agency a decade ago. Of those funds, a $125,000 sub-grant was approved by the Obama administration. A whistleblower came forward to reveal the improper relationship between the two groups.
The evangelical non-governmental organization claimed in 2018 it had no knowledge of the al-Qaeda affiliate’s terrorism ties. In 2010, two members of Islamic Relief’s U.S. branch pleaded guilty to money-laundering, theft of public funds, conspiracy, and other charges. Six years earlier, the Treasury Department designated Islamic Relief as a terror-financing organization.
Despite the scandal, World Vision obtained $200 million in approved grants from USAID last year. It has received an estimated $2 billion since 2008.
Additionally, Helping Hand for Relief and Development received a $78,000 USAID grant in 2023 even after USAID’s inspector general launched an investigation into a prior grant. The group held ties to Pakistan’s Falah-e-Insaniat Foundation, a designated terrorist organization that played a role in the 2008 Mumbai massacre.
Helping Hand is partnered with the Unlimited Friends Association, a charity affiliated with Hamas and known for promoting violent antisemitism.
Another Hamas-tied group, Bayader Association for Environment and Development, received its last USAID grant on October 1, 2023, just before the October 7 terror attack on Israel. Bayader previously featured senior Hamas officials, including the son of the late Ismail Haniyeh, who orchestrated the October 7 massacre.
Other examples of aid groups involved in funding terrorists, sometimes knowingly, include the American Near East Refugee Agency, Palestine Children’s Relief Fund, and Tides Foundation.
Is there no evil in the world George Soros doesn’t have his fingerprints on?
Surprise! Trump’s policies are hugely popular…even among Democrats.
81% of Americans, including 70% of Democrats and 80% of Independents, support deporting illegal aliens who have committed crimes.
76% of Americans support a “full-scale effort” to eliminate government fraud and waste.
76% of Americans want to close the border and add extra security.
69% of Americans, including half of all Democrats, want to ban men from women’s sports – and a similar number want the government to declare that there are only two sexes.
And yet the Left has spent the last month railing against ICE arrests and DOGE audits while stumping for the right to castrate kids and let boys in girls’ restrooms.
Some more key findings:
70% of Americans said government should hire people “strictly on the basis of merit and objective evaluations.”
79% of Americans said the government should make sure that categories “like race, gender, and religion” are not used to discriminate against applicants.
66% of Americans, including more than a third of Democrats, think Democrats shouldn’t oppose everything Trump is doing out of the gate and help Trump eliminate government waste.
58% of Americans say Trump is doing a better job than Biden.
Sen. Markwayne Mullin (R-OK) told Morning Wire that the Senate GOP “has not let up the pressure at all” on Democrats as Republicans ram President Donald Trump’s cabinet appointments through their confirmations.
Senate Republicans, with their 53-47 majority, have cleared nearly all of the president’s most controversial picks after Kash Patel was confirmed to be the next FBI director in a 51-49 vote on Thursday. Mullin, who has gone to bat for each of Trump’s cabinet picks, told Daily Wire Editor-in-Chief John Bickley that the confirmation process had gone smoothly thanks to Republican leadership that is laser-focused on supporting Trump’s agenda.
“What you’ve seen is a new leader in the Senate with Leader [John] Thune. He is just 100 percent grinding the Democrats down from the get-go,” Mullin told Morning Wire.
“And so once the president got confirmed and sworn into office on the 20th, what we did is we immediately started the clock on these nominees, and [we] haven’t stopped,” he added.
The Republican senator from Oklahoma explained that the party didn’t wait for Trump to be sworn in on January 20 to push his nominees through the confirmation process. Since the new Republican-controlled Senate began on January 3, the GOP immediately went to work putting pressure on Democrats to speed up confirmations.
Mullin said that Thune “has literally kept that clock running 24/7, seven days a week” on cabinet confirmations.
After a cabinet nominee gets reported out of committee, “there’s a 24-hour soak,” followed by a 30-hour debate, he explained, adding, “On directors, like Kash Patel, when you invoke cloture on them, you have a two-hour debate. So while you still have a 24-hour soak, you only have two hours of debate on that person. So you can move those faster.”
“Even when we’re not here, the Democrats will negotiate and say, ‘If you don’t make us stay over on the weekend, we’ll allow the clocks to run consecutively, even though we’re not here.’ So we’ll go ahead and invoke cloture on the next person,” Mullin told Morning Wire. “So when we get back here on Monday, we can confirm two people at once. That’s why we’re so far ahead — because Leader Thune has not let up the pressure at all, not one bit on the Democrats.”
Sounds like Thune is a vast improvement over Cocaine Mitch…
The Environmental Protection Agency (EPA) is working with the newly-established Department of Government Efficiency (DOGE) to cancel over $67 million in grants that had been issued by the Biden Administration.
According to Fox News, the EPA is focusing on $77.1 million in spending that was earmarked by the Biden-era EPA for “environmental justice” grants, distributed to 20 different recipients. Although approximately $10 million has already been spent and is irretrievable, EPA Administrator Lee Zeldin announced that the agency was able to successfully cancel $67.4 million in planned funding.
“We will make sure every penny spent by EPA goes towards protecting human health and the environment, and Powering the Great American Comeback,” said Zeldin. “I am proud to partner with DOGE to restore fiscal responsibility and accountability in our government.”
In response, the official X account for DOGE lauded the EPA cuts as “good work.”
Among the canceled grants was a $4.2 million grant to San Diego State University Foundation, which planned to use the money to bring “environmental justice” to “tribal, indigenous, and Pacific Island communities.”
Under Zeldin, the EPA has revealed that the previous administration’s EPA was freely giving at least $20 billion in taxpayer dollars, with the spending being determined solely by eight agency entities “at their discretion.” Among this spending was a $2 billion grant sent to Power Forward Communities, a far-left non-profit with ties to failed Georgia gubernatorial candidate Stacey Abrams.
We’re very fortunate that those on the left were too greedy and incompetent to keep rigging elections…
Tiffany Henyard, the crooked, free-spending mayor of Dolton, Illinois, got slaughtered in a Democratic primary this week. “[Jason] House won the primary with 3,896 votes (87.91%), compared to Henyard’s 536 votes (12.09%).”
Christopher Rufo: Tell me about this culture and how it’s been spreading through the NSA. And talk to me about what it was like, even a year ago or a few months ago, before Trump reentered the White House.
NSA Whistleblower: About ten years ago, they started doing the “employee resource groups”: African-American, veterans, Pride. It was just a meeting here and there, almost like a potluck—culture, food, a speech. Then it started to get more and more. Instead of just one day a month, it was one week a month, or the whole month. You could be hired as a mathematician, a staff officer, or system engineer, but you would spend your time going to these events and having meetings all day about it. They got themselves into position to help craft policy and started pushing the idea that if you want to get promoted, you have to participate in these events.
And then everything became Pride. You would go to a training, and it would be about “privilege” and “how to be a better ally.” A lady would give classes on how to talk “gender-neutral” to people. You had analysts that didn’t want to do the reporting they were supposed to be doing because they were going to have to report on somebody’s “dead name.” They were having this crisis of conscience about reporting the adversary’s actual name because they thought it was their “dead name,” and they didn’t want to disrespect the person. It was like a cult that was hellbent on pushing gender ideology.
Rufo: It seems like this is a clique of very activist male-to-female transgender agents. Tell me about this community.
Whistleblower: There is a very small number of them, but they wield an enormous amount of power. And outside of the sick stuff, you also see a prevalent Marxist philosophy going on with these people in their chat rooms. They hate capitalism. They hate Christians. They’re always espousing socialist and Marxist beliefs.
I know several people at the agency brought that up, like, “Hey, we’re here to fight for the U.S.A. and go after the adversaries.” And they just got hammered. They would just start coming out with “transphobe” and “homophobe” right away or calling you a “racist.” And that’s why a lot of folks are still hesitant to say anything, because you still have people at these agencies in those key spots. It infected everything.
If this is true, intelligence head Tulsi Gabbard needs to purge the Puzzle Palace of all transculters and commies with a pink slip machine gun. (Hat tip: Ace of Spades HQ. )
Bill Clinton advisors saying Democrats are screwed is nothing new, but this time it’s not James Carville.
“It’s very hard to be optimistic about the Democrats,” the advisor to President Clinton’s 1996 reelection campaign, Douglas Schoen, tells The New York Sun. The party is “totally off base.” Lacking a message, strategy, or leader, the pollster says President Trump may defy expectations in next year’s midterms.
In a telephone interview, Mr. Schoen likened Mr. Trump to the boxing legend, Mohammed Ali, at his peak. He’s “moving so quickly, he has the Democrats totally unnerved,” he said. “They can’t hit him. They can’t find him. He’s way ahead of them.”
Mr. Schoen, “exaggerating” for illustration, said the Ukraine War “could be settled and resolved before the Democrats develop a coherent position.” They’re “MIA,” with “no interesting voice.” He suggests governors take the lead, rather than Senator Schumer and House Minority Leader Hakeem Jeffries.
“There is nobody making policy,” Mr. Schoen said. “There is nobody with an overarching strategy.” That weakness is reflected in his Schoen Cooperman Research surveys. It “sort of tells you how off base the Democrats are” that their favorability is 31 percent versus Mr. Trump’s 53 percent.
“The Democrats spent $2 billion on Kamala Harris,” Mr. Schoen said, “and her percentage was lower than where she started. It’s an inescapable conclusion that $2 billion bought Democrats nothing at all.” Mr. Trump dodged every uppercut, jab, and haymaker.
Mr. Schoen said that Mr. Trump “gets the public mood” that “people are frustrated with government and angry about immigration.” The president also gets that Americans “want plain speaking and somebody outside the system.”
Democrats, in Mr. Schoen’s view, aren’t counterpunching against these strengths. He sees them as “off-putting and scolding,” whereas on the other side, “people love” Mr. Trump. “His rallies and his approach were entertaining — and, in their own way, positive.”
Mr. Schoen cites as another misfire the way Democrats went after Mr. Trump’s cabinet nominees on “personal stuff rather than policy.” He adds: “It wasn’t, ‘We disagree with you on this,’ etc. It was all, ‘You had an affair, you were drunk, etc.’”
In a flip from Mr. Schoen’s time in the Clinton White House, voters now judge Democrats, not Republicans, as focusing too much on “social issues” and personal lives. “Abortion,” Mr. Schoen said, “may be good in a midterm. It’s not going to win a presidential election.”
Even modest gains next year could give Democrats control of one or both chambers of Congress, but Mr. Schoen has doubts. “I worry about 2026,” he said, “because I don’t see a message, a strategy at all — and the Republicans have a message and a strategy.”
“Apocalyptic environmentalism by Maryland’s far-left Democratic leadership in Annapolis has plunged the state into a severe energy crisis, with power bills doubling in some cases and 20% of households in Central Maryland now behind on payments.”
Soros DAs seem to love illegal alien criminals a whole lot more than they hate “gun violence.” “Two men arrested in a Feb. 5 gun and drug raid at a New York City auto repair shop were later released on reduced charges that may not lead to prosecution, according to police and court records – despite being suspected members of the Venezuelan Tren de Aragua (TdA) gang, which has been spreading violence across the country. Jose Tamaronis-Caldera, 27, and Richard Garcia, 33, were taken into custody after authorities seized a Glock handgun, two imitation pistols, and a significant amount of drugs.”
A new disclosure by the Internal Revenue Service (IRS) to the House Judiciary Committee reveals that, under the Biden administration, the IRS leaked the taxpayer information of more than 405,000 Americans–including President Trump.
Rep. Jim Jordan (R-OH), who chairs the House Judiciary Committee, began an inquiry into the leaks last year and with this latest disclosure has found that the scope of the leak was much larger than the Biden administration initially led the public to believe.
The scandal began in late 2019 when an IRS contract worker named Charles (Chaz) Littlejohn, illegally accessed and stole tax returns and return information for President Trump and other wealthy Americans and then leaked that information to news outlets.
Littlejohn pled guilty to the unauthorized disclosure in Oct 2023 and was sentenced to 5 years in prison.
In April 2024, the IRS issued letters of notification to victims whose data had been leaked but the notifications prompted deeper questions into how many people’s data may have actually been disclosed.
One month later, an IRS spokesman stated that “more than 70,000” taxpayers had been affected by the leak.
Turns out that when you put warfighters in charge of the Pentagon rather than social justice weasels, recruiting problems disappear.
After years of struggling recruitment numbers — in 2022, the Army faced a shortfall of 15,000 recruits — the service celebrated record-breaking enlistment in December 2024 with nearly 5,877 recruits joining up.
“@USArmy: @USAREC had their most productive December in 15 years by enlisting 346 Soldiers daily into the World’s greatest #USArmy!” Secretary of Defense Pete Hegseth wrote in a post on X.
A Navy spokesperson tells National Review the service has contracted 4,000 more sailors and shipped 5,000 more sailors to boot camp at this point in the fiscal year, which began in October, than the year prior. (Navy officials said last month it will take three years of meeting recruiting goals to recover from the Navy’s current 20,000 operational gaps at sea.)
Hegseth and Senator Tom Cotton praised the “Trump effect” for the rise in recruiting numbers, though the trend does pre-date Trump’s election.
“Army’s recruiting started getting better much earlier. We really started seeing the numbers, the monthly numbers, go up in February of 2024,” former Army Secretary Christine Wormuth told Fox News. “We were seeing sort of in the high 5000 contracts per month, and that accelerated, you know, into the spring all the way into August, when the Army really hit a peak.”
Still, the record-setting December is nothing to sneeze at, and regardless of who would go on to win the 2024 election, the boost began as Biden prepared to exit the White House.
Veterans tell National Review they feel confident the recruitment wave is here to stay, with prospective service members feeling more confident in our current commander in chief.
The Department of Defense is giving the military branches 30 days to identify service members who identify as transgender in order to remove them from the armed forces.
Pentagon senior leadership were notified in a Wednesday memo that they must begin setting up mechanisms for finding troops with gender dysphoria by March 26th to comply with President Donald Trump’s executive order barring transgender-identifying people from the military.
“The medical, surgical, and mental health constraints on individuals who have a current diagnosis or history of, or exhibit symptoms consistent with, gender dysphoria are incompatible with the high mental and physical standards necessary for military service,” defense undersecretary for personnel Darin Selnick said in the memo…
The Department of Defense recognizes the two sexes, male and female, and will only allow service members to be subject to standards based on their biological sex. Pronoun usage and access to facilities will be determined by biological sex, ensuring that males will not be allowed into female spaces for sleeping, changing, or bathing, the memo clarifies.
Were it not for social justice madness, these essential truths wouldn’t even need to be explicated…
When immigration agents were first ordered to deport Ivan Oramas and Santos Maradiaga-Villalta, President George W. Bush was in the White House and the iPhone was a distant dream.
That was over two decades ago—yet both men were arrested this week, according to federal data reviewed by DailyMail.com.
They were among over 50,000 illegal immigrants removed so far, a Department of Homeland Security official revealed to DailyMail.com.
News of their arrest was circulated Thursday in an internal immigration memo noting recent enforcement actions made by President Donald Trump’s administration.
Oramas, 61, is a citizen of Cuba with a rap sheet including convictions for sexual battery and aggravated assault.
His sexual battery case caused serious injury, according to his charges in the file.
ICE Houston nabbed Oramas this week, enforcing a deportation order first handed down in October 2003—21 years overdue.
Maradiaga-Villalta, a 40-year-old alien from Honduras, has convictions for smuggling aliens into the U.S. He was arrested recently by ICE in Phoenix. His first deportation order dates back to January 2006, a 19-year lapse in action.
A new study from the Discovery Institute’s Fix Homelessness reveals the devastating consequences of Seattle’s failed policies, which have not only failed to address homelessness but have actively worsened the crisis, according to 770 KTTH.
Driven by progressive ideology rather than practical solutions, city leaders have fostered a system that attracts homeless individuals from outside the region while keeping them trapped in cycles of addiction, crime, and dependency.
Rather than tackling the root causes, these policies have invited more homelessness, turning the issue into a manufactured disaster rather than a problem to be solved.
The study reveals that nearly half of the city’s homeless population became homeless outside of Seattle or King County, drawn in by the city’s permissive policies—free tents, open-air drug use, and a refusal to enforce encampment laws. An overwhelming 86.6% were born elsewhere, and 80.2% didn’t even attend high school in the area.
As in Austin, homeless programs in Seattle are not designed to solve the homeless problem, they’re designed to provide conduits of graft to the far left.
Texas Attorney General Ken Paxton, along with a coalition of 22 states and several industry groups, has initiated legal action against New York over its Climate Change Superfund Act.
“New York’s law is nothing more than an unconstitutional shakedown of vital American energy industries that form the bedrock of our national economic independence,” said Paxton.
The lawsuit challenges the constitutionality of the act, which seeks to impose significant financial burdens on energy producers for past greenhouse gas emissions.
New York’s Climate Change Superfund Act, signed into law in December 2024, aims to collect approximately $75 billion over the next 25 years from oil and gas companies to fund “climate change adaptation” and infrastructure projects within the state. It retroactively holds energy producers accountable for emissions dating back to 2000, regardless of whether the companies operate within New York.
New York is quite ambitiously stupid to cram two different unconstitutional provisions into a single law, adding a lack of jurisdiction cherry on top of an ex post facto sundae…
Transsexual madness is alive and well in the Democratic Party. “Wisconsin Gov. Tony Evers introduces budget recommendation that replaces ‘mother’ with ‘inseminated person.'”
Jeff Bezos made liberal heads explode with an editorial shift at the Waswhington Post.
Amazon founder and Washington Post owner Jeff Bezos is overhauling the paper’s opinion section and shifting its editorial stance towards defending personal freedom and free markets.
Bezos emailed Washington Post employees Wednesday morning to inform them of the dramatic change and told them contrary opinions could be found elsewhere.
“I’m writing to let you know about a change coming to our opinion pages,” Bezos wrote. “We are going to be writing every day in support and defense of two pillars: personal liberties and free markets. We’ll cover other topics too of course, but viewpoints opposing those pillars can be left to be published by others,” Bezos added.
“There was a time when a newspaper, especially one that was a local monopoly, might have seen it as a service to bring to the reader’s doorstep every morning a broad-based opinion section that sought to cover all views. Today, the internet does that job.”
Bezos’s announcement, which he posted on X after emailing it to Post staffers, also revealed that opinion editor David Shipley opted against staying on in the role given the section’s new direction.
I think Bezos has figured out that WaPo has a bad infestation of social justice, and the cheapest way to get rid of it is to publically announce policy changes that encourage the SJW termite to quit…
The latest onshoring trend, spurred by President Donald Trump’s tariffs on Chinese imports, has led to a major announcement from Apple. The company has embraced “Make America Great Again” with plans to hire 20,000 US workers to manufacture high-tech AI servers in the Heartland and invest hundreds of billions of dollars in new factories.
Bloomberg reports Apple plans to unleash a tsunami of investments in the US, upwards of $500 billion over the next four years, including a new AI server manufacturing plant in Houston, Texas, and a supplier academy in Michigan.
This disclosure comes just days after President Trump announced that Apple CEO Tim Cook plans to relocate manufacturing operations from Mexico to the US.
He’s investing hundreds of billions of dollars,” Trump said after his meeting with Cook at the end of last week, adding that the executive is ramping up US investments because he wants to avoid tariffs.
Earlier this month, Trump imposed a 10% US levy on Chinese imports, where Apple manufactures most of its iPhones, iPads, Macs, and other products. In a tit-for-tat effort, Beijing announced retaliatory tariffs on US goods shortly after.
Apple’s $500 billion investment and promise to add 20,000 new US jobs over Trump’s second term is more evidence that corporate America is more willing to participate in onshoring efforts this time.
I live less than a mile away from Apple’s Austin campus, so it would be nice if they could open some technical writer recs there…
A man accused of cannibalism and murder has been granted conditional release, according to the Connecticut Psychiatric Security Review Board (PSRB).
The board granted Tyree Smith’s release after a careful review of his clinical progress, officials said.
He’s currently at Connecticut Valley Hospital in Middletown. Smith is accused of hacking a man to death with an axe in Bridgeport and eating part of the victim’s brain and an eyeball….Smith stood trial for the murder of Angel Gonzalez with an axe and consumed parts of the victim’s brain and eyeball in 2011. He was found not guilty because of insanity in 2013 and ordered confined to Whiting Forensic Hospital for 60 years.
An East Texas teacher and her boyfriend have been arrested on child pornography charges.
Authorities allege the couple had child sexual abuse images and video of her performing a sexual act on a male dog on their phones.
Hillary Danielle Williams, 33, was arrested Saturday in Lufkin and charged with bestiality and possession with intent to promote child pornography.
Her partner, 37-year-old Michael Scott McCary, was charged with possession of child pornography.
Texas public schools seem to have let some real filthy degenerates teach kids…
“New Caney ISD Teacher, Coach Sentenced to 4 Years in Prison for Sex With Student. Samantha Cummings had sex with a 17-year-old female student at New Caney High School.”
Liberals are staging a boycott today in a vain attempt to prove they matter, so now would be a good day to buy something from Amazon or Walmart. In fact, today I went to Walmart for the first time in, I don’t know, probably over a year…
What happens when a Detroit water main breaks during a deep freeze? This.
If you’re looking for a sign that Trump Derangement Syndrome is finally breaking across America, the news that Apple CEO Tim Cook is donating $1 million to Donald Trump’s inauguration is a pretty good sign.
Apple CEO Tim Cook plans to donate $1 million to Donald Trump’s inauguration fund, reports Axios. The donation will be a personal donation directly from Cook rather than a donation from Apple.
Following Trump’s win, Cook congratulated him on social media site X, and in December, Cook had dinner with Trump at Mar-a-Lago. Cook aimed to maintain a relationship with Trump during Trump’s first term as president, and it appears Cook plans to continue on with that plan going forward.
Sources that spoke to Axios said that Cook is donating to the inauguration “in the spirit of unity.” Apple is not expected to make a donation.
Trump is taking office as Apple faces regulatory pressure both in the United States and in other countries. In March 2024, Apple was sued by the United States Department of Justice for allegedly violating antitrust law in multiple ways with its platforms. The Apple vs. DoJ legal battle will play out during Trump’s term.
Amazon, Meta, Uber, OpenAI’s Sam Altman, Goldman Sachs, Bank of America, Coinbase, Toyota, Ford, GM, AT&T, Black & Decker, and Charter Communications are also making donations to Trump’s inauguration fund.
Some will point out that Cook is not a Republican, and in fact donates to Democrats. Yes, that’s the point. Big executives used to routinely donate money to a President’s inauguration to curry favor. That Cook, the CEO of one of the largest corporations in the world, one with a granola-crunching lefty reputation to boot, would donate to Orange Cheeto Hitler, is a sign that the fear of being dragged by social justice warriors for daring to deal with Trump is finally dissipating.
Like an evil spell being lifted, the online shrieking of purple haired radicals is no longer enough to keep ordinary people from working with Trump. The demonization of Trump as a figure beyond the pale was one of the left’s biggest efforts in systemic preference falsification. That it’s now collapsing, just like the fake popularity of “defund the police” and “sex is a social construct” collapsed, is a sign that social justice is finally losing what power it had over the general public, and the radical left can no longer maintain the illusion of popularity and inevitability they tried to cultivate for so hard and so long.
It turns out that the social justice left is the one on the wrong side of history…
I had to upgrade my Mac to Sequoia (15.0.1) because I need to run Slack on it for my new job. Naturally, this broke a lot of my existing apps and made Firefox look like it forgot everything, because why start up with the profile the user was already using when you can make him panic by presenting a fresh slate to suggest you’ve lost all history, bookmarks and passwords?
Anyway, I’ve got that back, and I can blog, but fixing all the changes (including finally having to buy a new version of MS Office), and the new job are going to eat up a fair amount of my time, so expect some terse blogging this week. Which, I know, is less than ideal the week before the election. It is what it is.
Oh, and I still can’t run Slack, because it needs to validate on a browser to activate, and it says my already-updated Firefox is still too old.
On Joe Rogan, Peter Thiel has an interesting answer to conservatives wondering why California hasn’t collapsed already: California is essentially Saudi Arabia.
Joe Rogan: “California just jacked their taxes up to 14[% at the highest marginal rate], what was it, 14.4[%]?”
Peter Thiel: Something like that, yeah. 14.3[%] I think.”
JR: “You want more money for doing a terrible job, and having more people leave for the first time ever.”
PT: “But it gets away with it.”
JR: “I know! People are forced with no choice. What are you going to do?”
PT: “There are people at the margins who leave, but the state government still collects more and more in revenues. You get 10% more revenues and 5% of the people leave you still increase the amount of revenues you’re getting. It’s inelastic enough that you’re actually able to increase the revenues.”
PT: “This is sort of the the crazy thing about California. There’s always sort of a right-wing or libertarian critique of California that it’s such a ridiculous place, it should just collapse under its own ridiculousness and it doesn’t quite happen.”
PT: “The macroeconomics in it are are pretty good. 40 million people, the GDP is around 4 trillion. It’s about the same as Germany with 80 million, or Japan with 125 million. Japan has three times the population of California same GDP means one-third the per capita GDP, so there’s some level on which California as a whole is working, even though it doesn’t work from a governance point of view.”
PT: “The rough model I have for how to think of California is that it’s kind of like Saudi Arabia. They have a crazy religion, wokeism in California, Wahhabism in Saudi Arabia. You know not that many people believe it, but it it distorts everything.”
PT: “Then you have like oil fields in Saudi Arabia and you have the big tech companies in California, and the oil pays for everything.”
PT: “Then you have a completely bloated, inefficient government sector, and you have sort of all sorts of distortions in the real estate market where people also make lots of money, and sort of the government and real estate are ways you redistribute the oil wealth. And that’s the big tech money in California.”
PT: “It’s not the way you might want to design a system from scratch, but it’s pretty stable. People have been saying Saudi Arabia is ridiculous, it’s going to collapse any year now. They’ve been saying that for 40 or 50 years. But you know, if you have a giant oil field you can pay for a lot of ridiculousness.”
PT: “I think that’s the way you have to think of California. There’s things about it that are ridiculous, but there’s something about it. It doesn’t naturally self-destruct overnight.”
JR: “There’s a lot of people that are still generating enormous amounts of wealth there, and it’s too difficult to just pack up and leave.”
PT: “I think it’s something like four of the eight or nine companies with market capitalizations over a trillion dollars are based in California: Google, Apple, now Nvidia, Meta…I think Broadcom is close to that.”
Thiel also points out the great weather, and notes that there’s no large enough city in a zero income tax state tempting enough (at least for him) to move to. Austin he dismisses because “Austin’s a government town and a college town and a wannabe hipster San Francisco town, so in my books, three and you’re kind of out.”
Of course, the big difference between Apple, Nvidia, etc., and Saudi Aramco, is that all those tech companies could still move to another state, as Elon Musk proved by moving much of Tesla and SpaceX to Texas. But that oil isn’t going anywhere until the Saudis (or the western companies they hire) pump it out.
Also, under Crown Prince Mohammed bin Salman, the Saudis have sidelined the Wahhabist clerics, so that the state religion is moving (if slowly) in a more modern direction.
Alas, since the pact between Muhammad bin Saud and Muhammad bin Abdul Wahhab dates back to about 1745, this metaphor suggests that wokeism still has a quarter millennium to run.
Let’s hope that the poisoned cult of social justice has a much shorter stretch until its richly deserved demise.
Right now Hollywood is taking it on the chin, the gut, the head, and just about every other metaphorical body part that can be punched.
Thanks to the Biden Recession and its resultant inflation, people are cutting back severely on their entertainment budgets to concentrate on such luxuries as “food” and “rent.” At the same time that started to kick in, Hollywood fully embraced wokeness, resulting in movies and TV shows that alienated large segments of their existing customer base. From 2015 to 2019, Hollywood brought in more than $11 billion in domestic box office, thanks largely to once-juggernaut franchises like Marvel, Star Wars, Pixar (a studio that used to function like a franchise) and Jurassic Park, and even throwing out Flu Manchu-wrecked 2020, they have yet to return to that level of ticket income. Note that the first three of those franchises all belonged to Disney, which came down with one of the worst cases of Social Justice, from which hasn’t entirely recovered, and Disney stock has been on a mostly steadily downward trend since 2021.
On top of that, the last five years saw most major studios jump headlong into the streaming wars. The result? Everyone lost except Netflix. Everyone lost money launching their streaming services, and the huge need for new content, plus the mind virus of wokeism, meant garbage like Rings of Power, Velma and She-Hulk got green-lit. For Disney, the need for content not only radically increased costs, but also helped cheapen the previous powerhouse brands of Marvel and Star Wars with too much mediocre-to-bad content.
But the jump into streaming didn’t just increase costs, it decreased the income from existing revenue streams like broadcast and cable TV (now referred to as “linear” TV). With so much premium content moving to Internet-based services, a whole lot more people cut the cord for cable TV.
While all this was happening, Hollywood’s actors and writers unions looked at the money being shoveled into streaming and went “Hey, we want a bigger cut of that,” and went on strike, some even losing their houses (which honestly for a four month strike, seems like really poor financial planning) in the process. As a result, they won pay increases and additional “seats” in writer’s rooms right before everything started to collapse.
The results? Layoffs. “During the 2023 Hollywood strikes, the Los Angeles region’s share of national Film and TV employment fell to 27%, compared to 35% just the year before.” More: “Employment is down 9.1% (12,900 jobs) from 2013 to 2024 for the traditional entertainment industries of Film and TV, Sound, Print Media and Broadcasting.” I don’t think anyone thinks of 2013 as any kind of “golden age.” (Well, except maybe for the finale of Breaking Bad.) More: “Employment in ‘motion picture and sound recording’ has grown nationwide, but the share of workers in LA or New York went from just under half at the beginning of 2023 to just one-third earlier this year.”
This is why Deadline has a regular Hollywood Contraction section. Things are so bad that they’re even laying off executives (I know, world’s smallest violin), and many don’t expect to ever be employed in the industry again. “If you’re a middle-age white man, you’re feeling really struggling to see if you’re going to be hired again.”
Let’s list a few of Hollywood’s litany of woes, some of which we’ve covered here before.
Paramount was pretty much forced to merge with Skydance, resulting in massive layoffs.
Including: “Paramount Television Studios Shut Down by Paramount Global Cost Cuts. Paramount Television Studios, a production facility originally aimed at getting Paramount Pictures back into the business of making TV series, will shut down, the latest bout of cost cutting by parent corporation Paramount Global as it seeks to eliminate $500 million amid a chaotic shift in the entertainment industry.” They were the ones producing the Time Bandits TV show for Apple+ that pretty much no one thought was a good idea.
Speaking of Apple (not strictly speaking a Hollywood company, but one that plunged into the streaming wars), they’ve throttled back the money hose after being one of the more profligate streaming spenders. “Shaw also points out some examples of runaway spending at Apple, including bloat on ‘Severance,’ its glum, well-regarded dystopian/workplace series. The new season of that show will cost $20 million an episode — a staggering sum for a series that doesn’t have any digital dragons.” $20 million an episode. Season 2 had ten episodes. At $20 a month for an Apple+ subscription, you would need to pull in nearly a million new viewers, subscribing for an entire year, to break even. Apple+’s entire subscriber base is evidently 18 million, so that seems…unlikely.
There are reports that Marvel Studios (a division of Disney) has actually purged woke producers from its ranks, but that Lucasfilms (another division of Disney) has retained head Kathleen Kennedy, whose woke girlboss storylines have run both the Star Wars and Indiana Jones franchises into the ground.
And then, as this contraction runs its course, all of Hollywood has to worry about the looming threat of AI. AI is not good enough for Joe Schmo to make movies that rival Hollywood from his PC, but given enough computing power, we may live to see it. But in the meantime, a whole lot of technical jobs are probably going to disappear into AI expert systems. Instead of five lighting techs, there will be one lighting tech overseeing the AI automatically adjusting the networked smart lights.
It’s possible that 2019, the year when Avengers: Endgame was setting box office records, may be looked back on as the pinnacle of Hollywood’s 21st Century Golden Age…
(@PuppiesIover) 