Trump JUST Launched Bombers | Iran vs Israel

We just received official confirmation

that B2 bombers are in route from the

United States to Guam from White House

officials. This is the first official

confirmation following satellite imagery

already indicating at least six B2

bombers on the airfield at Diego Garcia.

What's worth remembering about Diego

Garcia is that Diego Garcia is within

striking range of Iran. You can see on

the map here, Diego Garcia is located

south of Sri Lanka. And if you travel

towards Iran, you could likely pick up a

midair refuel just outside of Iranian

airspace. Now, what's fascinating is

just this morning, Israeli aircraft have

begun to bomb facilities that may be the

Iranian defense forces opportunity to

shoot down any aircraft coming along or

from the Persian Gulf. Now, why is Iran

uh potentially seeing their missile

strikers taken out in this route? Take a

look at this map here, right here in the

Arvas region. This is where we are

seeing missile launchers taken out. Now,

you can see the Persian Gulf is right

here. And here's Qatar. Qatar might end

up being one of the places we end up

launching refueling missions for our B2

bombers before they end up encroaching

on the Iranian airspace. The flight path

our aircraft might end up taking might

be across this Arval region which is in

route to the Foraux nuclear enrichment

facility that everybody has talked about

in the news over the last few days. Now

what's remarkable about this is it's an

indication of likely coordination

between the United States and Israel and

unfortunately it's also indicative of

negotiations not going very well. Again,

just this morning, 30 Israeli fighter

jets took uh or participated in striking

the Arvas region. And this comes on top

of this satellite imagery from just

within the last 48 hours, showing a

sudden buildup of US Air Forces and

Allied Air Forces arriving again just

within the last few days here, including

what we can visibly see, at least 54 F16

fighter jets, 22 KC135s,

and 11 C130s. So, we've got cargo

aircraft, we've got refueling aircraft,

and we've got strike aircraft, as well

as obviously our Diego Garcia friends

that apparently are already hosting

multiple B2 bombers with likely more on

the way. Google Maps unfortunately

doesn't show you all those B2 bombers

just yet, but more recent satellite

imagery does. Now, why is this

important? Well, it comes at the same

time as Kane and the Iranian delegations

that have been negotiating in Geneva are

telling us we are not achieving success

in negotiations. In fact, demands from

the delegations negotiating with Iran

seek a complete removal of enrichment

capabilities from Iran. However, Iran is

not willing to give up any level of uh

enrichment or at least go down to a

level of zero. This is problematic

because if Iran says, "No, we're not

interested in going down to zero." But

that's exactly what Allied forces are

looking for. It increases the likelihood

that the unleashing of now these B2

bombers uh officially being confirmed

from the White House and the striking of

missile bays in route to the foreto

nuclear enrichment facility suggests

that we might actually end up seeing the

United States get involved with this

conflict with Israel against Iran. At

least some of the coordination that

we're seeing is starting to suggest

this. On top of this, Kam is also

suggesting that he has assigned someone

to take over his position, a cleric to

take over his position should he be

assassinated. And multiple other

officials inside of the Iranian regime

have also already been designated with

replacements should they end up being

killed or somehow assassinated. This now

suggests that we

unfortunately aren't in a deescalating

environment anymore. It appears we are

escalating now. Unfortunately, while

this escalation is happening, the IAEA

is also reporting that no highlyenriched

uranium was found at Esvahan after it

was struck by Iranian air strikes. Now,

why is that problematic? Well, because

Iran is expected to hold about 15 to 16

cylinders worth of highlyenriched

uranium somewhere. Now, the IAEA was

tracking these containers. But when

Israel started striking Iran, they

stopped tracking these because obviously

there's now war and Iran, not only is it

less safe for the IAEA, but Iran is

suggesting, hey, sorry, wartime can't

allow any inspectors in. Not a surprise

because it gives Iran the potential

opportunity to remove these cylinders of

highlyenriched uranium. Surprisingly,

you do not need a lot of it to make a

bomb. And that is unfortunately what's

scary. In fact, a nuclear energy

facility operating for quote unquote

peaceful purposes typically can produce

enough plutonium U239

to produce one bomb per year. And that's

for a peaceful purpose. Yesterday we

were talking about how U238 becomes U239

and like five of you in the comments

suggested that uh I was wrong to say

that was because a neutron was gained.

It actually gains a proton and becomes

plutonium to 39. This is true in its

final state. However, it's worth noting

how you get there is through neutron

capture. So you get a U238 that gains a

neutron becomes unstable emits beta

radiation. Now you remove an electron.

What happens when you remove an electron

from a neutron? Boom. You get a proton.

So that's how you get a more stable form

of plutonium 239. But the point of that

discussion yesterday was to say that

even peaceful the peaceful use of a

nuclear reactor can produce uh the

weaponry or essentially the ingredients

necessary for a broader bomb. The issue

now unfortunately though is that uh it

seems there is a growing concern uh by

not only the IAEA for the potential of

more strikes against nuclear facilities.

We've already seen the strike against

Iraq uh which was an active reactor with

a heavy water reactor uh which uh Israel

apparently alerted those in the

surrounding area to evacuate before

striking. But it suggests that Israel is

willing to strike active reactors as

well. And now while this heavy re water

reactor was deemed inactive for energy

production and more active for research

purposes uh wasn't necessarily a

Chernobyl style reactor by any means.

People are getting concerned that as

negotiations are beginning to fall apart

as the United States is moving

significantly more aircraft and weaponry

into the region. It's now only a matter

of time unfortunately before strikes end

up taking place against Iran in

coordination with the United States and

Israel. Unfortunately, just like what we

saw with the Israeli uh in essentially

invasion into the Gaza Strip in response

to those October 7th, 2023 attacks, we

were expecting an incursion that would

last maybe weeks to months. It's now

been over 2 years. We were told that

these strikes against Iran should take

days to weeks and we're now walking up

to two weeks already. So the question is

if the United States gets involved,

would it end up emboldening Iran to push

for a bomb intentionally to create the

same nuclear deterrence that countries

like North Korea have who don't end up

getting struck by their neighbors

because they have a bomb. It's almost

like the bomb breeds peace. The problem

with that is do other countries then

feel that they need to breed peace by

proliferating nuclear weapons. And this

goes against the principles of really

the last 50 or 60 or 70 years that well

Western countries have told us that only

nuclear powers should be the ones to

continue to have nuclear weaponry and we

should all work to produce fewer nuclear

weapons rather than more. Although this

comes as China goes, "Sounds good, bro.

we'll make another hundred you nukes

every single year because well that's

what they're doing right now. So you're

kind of in a little bit of a damned if

you do strike Iran and damned if you do

situation and I think that's why some

people are looking at Donald Trump as

potentially being in a taco position is

maybe not necessarily in a taco position

but more in a very hard position because

if you do strike it potentially sends

that signal that we only won't strike

you if you have a nuke. Uh but if we

don't strike the strikes that Iran has

already sustained and Iran's position

that we're not going to go to zero

enrichment could just embolden them to

finally get to the bomb which is

obviously where we get to concerns over

oh no what does this mean for Iran

potentially arming their rebels such as

the Houthies with nuclear weaponry. It's

also worth getting an update on what's

up with the Houthis. Uh the Houthies uh

this morning mentioned that they have

threatened to break their May truths

with President Trump if the United

States targets

Iran and actually strikes Iran. Quote,

"In the event that Americans become

involved in an attack and aggression

against Iran alongside the Israeli

enemy, the armed forces will target

their ships and warships in the Red Sea.

And this again potentially creates

additional supply chain snarls uh at

least, you know, for getting back to

trading in the Red Sea. uh but also

potentially any of the shippers that are

still active in the Red Sea uh and

obviously oil markets. Now, generally

market-wise, geopolitical issues tend to

be a by the dip. Uh and really, do we

expect uh this to be a near-term shock

for markets? No. But if this becomes a

prolonged conflict where we start seeing

oil prices rise consistently above 100

towards $150 per barrel because we start

getting more disruptions not only out of

the straight of Hormuz which some have

suggested that Iran might end up

planting water mines in the region uh or

Israel targets even more of Iranian uh

oil tanks such as those on the Kirk

Island. Yes, we could start seeing oil

prices sustainably rise as this conflict

evolves and unfortunately does not seem

to be getting better. Thanks for

watching. Appreciate you watching,

especially since I got off a run here

and I look a little crazy, but thank you

so much and we'll see you in the next