CTH is very happy to see President Trump pause his consideration of giving Ukraine Patriot and Tomahawk missile system technology and licenses.  As noted by President Trump there is always a possibility of those systems being used against the USA if the conflict shifts and Ukraine becomes our enemy.

Germany and Ukraine have been asking for Tomahawks (offensive missile systems), while mostly Ukraine President Volodymyr Zelenskyy has been requesting the Patriot (defensive) missiles.  Both systems are closely guarded, held and maintained by strict security protocols in the U.S. military arsenal.

President Trump responded to the question during his Camp David cabinet meeting (prompted):

Zelenskyy likely did himself no favors when he announced his intention to build missile and drone factories in the U.K.  No doubt several Trump administration officials noted that statement and contrast it against Zelenskyy’s requests.

It would be exceptionally risky for the USA to allow Patriot and Tomahawk systems to be built in the U.K. as the secrecy behind the technology would certainly leak and our strategic advantage lost.  It should be remembered that both the U.K and Ukraine were part of the political system attempting to remove President Trump from office.

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Most casual EU observers have missed the connection between President Trump eliminating the U.S-Europe Marshall Plan via entirely new trade and tariff policies, and the aggregate financial collapse of the European Union.

Over four years (1948-1952), the United States provided $13.3 billion (equivalent to approximately $137 billion in 2025) directly to 17 Western European countries, including the United Kingdom, France, West Germany, Italy, and the Netherlands. The intent was to rebuild Europe after World War II. However, included in the plan was a later system of one-way tariffs, where EU Countries would high-tariff U.S. goods and the U.S. would not tariff EU goods imported.

The direct funding ended in 1952, but the indirect funding via tariffs never ended until President Donald J Trump triggered reciprocal tariffs against Europe thereby removing the one-way benefit. This created an immediate and growing problem for Europe – particularly noted in the EU industrial base.

Simultaneous to this EU tariff reset, President Trump levied tariffs against China. To offset the possibility of economic losses, and specifically to fund Beijing’s subsidies to impacted Chinese manufacturing, China stopped purchasing European industrial machines. [That’s the source of the picture above at the G7 in Canada]

This trade and tariff approach hit Europe twice as hard. First from American tariffs and second from diminished Chinese industrial purchasing. Immediately, Europe started looking for alternate sources of funds. That’s where the idea to tax American tech companies entered the discussion in Brussels. Today, President Trump addressed this directly.

TRUTH SOCIAL – “The European Union is at it again and, as usual, taking direct aim at GREAT American Companies! After having fined Apple, for no reason at all, 15 Billion Dollars, Meta, 3 Billion Dollars, Amazon 2.5 Billion Dollars, and many others, we have just been informed that Google, a truly advanced and amazing group, has been fined yet another 1 Billion Dollars, without explanation. This brings the Google total to over 18 Billion Dollars!

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The discussion remains controversial depending on the location.  Generally, data centers located in rural isolation do not seem to be too controversial. However, data centers built in proximity to population centers stimulate a great deal of opposition.

Recently New York state banned the building of Data Centers as politicization of the construct has become somewhat of a Right/Left divide.  President Trump notes the importance of data centers:

(VIA TRUTH SOCIAL) – One of the biggest Driving Forces in the Future for Jobs, are Data Centers. They are big, strong, bold, and Money Machines for the State in which they are built. Governor Kathy Hochul, for political reasons, has terminated all Data Centers being built, or to be built, in New York State. These Companies are now being sought in Alabama, Florida, Texas, Arizona, and many other States. Both the Taxes and the Jobs amount to LIQUID GOLD! New York State has made a terrible decision.

All of this Income, and other Benefits, will be going to Red States, and some Blue, where Data Centers are sought as Cash Cows, with Lower Taxes and Record Setting Jobs. They must pay for their own Water and Power, and any leftover goes back to the State and local Community. Data Centers are tremendous WINS for the States and Communities that are lucky enough to get them. New York should change its Policy, IMMEDIATELY. The Radical Left Dumocrats must not be allowed to cause us to lose Data Centers, AI, and all of this incredible new Technology, to China, and other countries!”

~President DONALD J. TRUMP

The hardware side of the Data Center expansion is leading to increased revenue for raw material providers, chip makers, computer systems, fabrication shops, electrical components and construction.

At the same time, the software side LLM builders and AI companies are trying to figure out how to make stable profitability within the sector.

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Events in 2027 and 2028 are likely to be very confusing.  As a consequence, CTH needs to establish datapoints in real time that can later be referenced and reviewed to make sense of things when CTH starts to put the data into a very difficult to accept storyline.

This process is similar to setting the 2012 election “splitter strategy” as a reference; that leads to the 2014 RNC winter meeting and rules changes; that led to the 2015 lineup of RNC candidates; that led to our ability to show how the ‘splitter strategy’ was being deployed for the 2016 GOP nomination.

The defeat of Jeb didn’t happen in New Hampshire 2016; his defeat was an outcome of assembling years of previous datapoints which proved the illicit roadmap and made the RNC scheme very clear from the outset.

Elon Musk purchased Twitter for $44 billion ¹($54.20/share) [April through October ’22].  He sold Tesla shares, leveraged more and assembled a $25 billion investment group to cover the remainder.   When the financing dust settled Musk controlled Twitter and investors were in for around $25 billion.

Musk later created the ancillary company xAI and when the deadline terms of the Twitter investment were due, he essentially repaid the $25 billion debt by transferring the investors into $25 billion worth of xAI holdings.

[Key Point – the originating $25 billion investment was not repaid, just modified]

In 2026, Musk then did an IPO on SpaceX. This culminated in stock sales, valuations and generating $100 billion in cash on hand.  A few weeks later Musk then sold 7 tranches of SpaceX bonds worth $25 billion to generate liquidity.  He then used the $25 billion offering as the financial mechanism to repay the $25 billion remaining in investor debt.

Summary: Twitter’s $25 billion debt transferred to $25 billion xAI stock, then transferred to $25 billion in payout or bond holdings; the option is for the original Twitter investment group to take (cash out or hold SpaceX bond paying 5% annually).

[Key point – the originating $25 billion to purchase Twitter is now inside the SpaceX bonds]

This was a smart financial gameplay over the past roughly 5 years.  This is how it developed and this is the reality in June of 2026.  The originating $25 billion borrowed to purchase Twitter is now either: (a) fully repaid, or (b) sitting in long term SpaceX bonds (depending on investor choice).

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Multiple countries have proposed ‘digital service taxes’ which are taxes on the domestic use of American tech platforms like META, Twitter, Amazon etc.  EU countries are planning to tax U.S. based tech platforms for the revenues generated by operations within EU countries.

President Trump announces retaliatory action via reciprocity taxes, in essence leveraging the entirety of the U.S. consumer market, if the EU proceed with this new tax revenue scheme against U.S. companies.   Canada was on the cusp of a digital services tax last year when Trump made a similar announcement forcing Canada to abandon the plan.

[SOURCE]

WASHINGTON DC – […] Trump’s promise to raise tariffs threatens to complicate trade talks with the European Union. Trump’s threat comes one day after EU member states approved an agreement that would slash tariffs on U.S. industrial goods and some agricultural products. In return, the U.S. would cap most tariffs on the European Union at 15 percent.

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It is not coincidental that we have seen Australia, New Zealand, the U.K, and now Canada trigger online ‘age verification’ laws; simultaneous with a political push inside the USA to maintain FISA (702) legislation.

Separating the USA for a moment. The intelligence services of Australia, New Zealand, U.K and Canada make up four of the intelligence services 5-eyes. In essence, the British Commonwealth is the IC commonality. [Yes, there is some validity to the Lyndon LaRouche perspective (Promethean Action PAC)] Additionally, I would also posit a reminder of the international assembly who structured the originating financial sanctions against Russia; again, a commonality.

Focusing on the most recent political creation in Canada, there are three bills currently being rushed through the Canadian House of Parliament, C-34: keep kids safe on social media; C-36: stronger privacy rules, and C-22: modern tools for police.

Not surprisingly, it is difficult to find non-govt-approved information about this legislative construct online.

Canadian media must remain compliant with approved government narratives in order to maintain their business model. However, putting together some various information found on non-controlled information sources, it is possible to begin discussion of the situation.

The two issues that merge with the greatest impact are Bill C-22: The Surveillance Bill, and Bill C-34: The Children’s Safety Bill.

Bill C-22 requires that all information transmission providers, every telecom and internet company, retain metadata on all Canadian users for up to one year.  This is electronic metadata which we all know encompasses a lot more than just content.

Signal app, NordVPN, Windscribe, DuckDuckGo, Apple, and Meta have all formally opposed it. Signal app has threatened to leave Canada entirely rather than comply.  This is a government mandated metadata storage library on all electronic communication and activity by Canadian users. 

Then there’s Bill C-34: The Children’s Safety Bill, as noted by Lucy Hargreaves, a bill that ‘Applies to Everyone’, not just kids.   “The government’s social media ban for under-16s is genuinely popular, with 75% of Canadians supporting it in polling. The problem is what it requires in practice. To stop anyone under 16 from creating an account, platforms need to know how old everyone is. There is no way to identify who is under 16 without identifying everyone who isn’t. This means every Canadian adult would need to submit government ID or a face scan to a third-party verification company before posting a photo, using cloud storage, or playing an online game. The bill also creates a new Digital Safety Commission with sweeping powers to set the rules, decide which platforms must comply, and approve or deny exemptions — with almost no criteria written into the law itself.”

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Telegram founder Pavel Durov is one voice who has been consistent in his message about how western countries have become increasingly authoritarian in their efforts to retain power and control.  Durov is the real deal; the John Galt within the mechanisms of digital communication.

The principle under attack is freedom, and the recent examples of internet and social media control via age verification are steps within this process.  Durov notes these moments are like the early stages of the Titanic after hitting the iceberg, where people aboard the ship did not quite realize the scope of the danger around them.

Take the time to listen to what Durov shares with specific examples and citations to back up his warning.  Well worth the time. Pavel Durov shares how Telegram emerged from a commitment to free expression and why defending digital freedom is central to protecting human rights today.

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As a result of irreconcilable intransigence surrounding Bill Pulte as Acting DNI, President Trump is now moving to attach the FISA reauthorization to the Save America Act.

[SOURCE]

Additionally, the intransigence is giving President Trump pause to ask exactly why the Senate is so concerned about a seemingly innocuous and very temporary DNI position as previously outlined:

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Ironically, I find myself with a grin on my face as I read the recent media reports about how the data processing demand behind AI is beyond the scope of financial sustainability.

For several years I have asserted, accurately, the business model for social media was never feasible because the data processing demand needed for the scale of simultaneous users was beyond the capabilities of the revenue side of the equation.  I have been told by all the high-horse experts on the matter how wrong I am.  However, each story they write about the prohibitive cost of AI proves I was not wrong.

CTH watches the tokenization and subscription fees for various AI model use with the same perspective CTH viewed over a decade of false claims within the financial market that told lies about social media viability and data processing costs.

Now, we watch the seemingly exponential growth of AI capabilities and associated costs with the same pragmatic perspective.

Robotic pool cleaners were introduced two generations ago.  Did the pool cleaner business dry up? No, it expanded.  Robotic vacuums broke into the popular household appliance market five years ago, you probably have one, did it eliminate maid services?  No, still growing.

AI can now write its own code to generate outputs. Are software developers getting fired?  No, demand for software designers and engineers is up 15% in the past year.

The mainframe approach, the one AI brain to run all systems, will never work – it is cost prohibitive (see first paragraph – wash, rinse, repeat).  Deny this reality at your own investment risk. If needed, politely absorb the ridicule – for it matters not.

CTH predicts AI will become a localized and optimized sub-set for each sector of the economy, requiring each major organization and corporation to adopt specific cost/benefit data libraries and networks for use and functionality.

At scale, a thousand coders each working on Gemini, ChatGPT, Anthropic, Grok, etc. will become 100,000+ software designers working inside companies to create personalized, targeted, bespoke AI data systems and networks; each system specifically tailored to the industry or sector of business.  The intranet of internets will happen again.

Creating and selling AI system networks and integration functions that are personally tailored to highly specific company functions, creates an entirely new sector of the technology industry that has not even begun yet. [There’s an investment opportunity there]

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