---
title: 'Trump''s Critical Live Iran Address to the Nation'
source: 'https://youtube.com/watch?v=LHga_O6aNtw'
video_id: 'LHga_O6aNtw'
date: 2026-07-10
channel: 'Meet Kevin'
---

# Trump's Critical Live Iran Address to the Nation

> Source: [Trump's Critical Live Iran Address to the Nation](https://youtube.com/watch?v=LHga_O6aNtw)

## Summary

The video analyzes President Trump's live address to the nation regarding the military operation 'Epic Fury' against Iran. The host provides a pre-speech bingo board of expected talking points and a post-speech breakdown, concluding that the speech signals escalation rather than de-escalation.

### Key Points

- **Pre-speech expectations** [0:01] — The host sets up a bingo board with expected phrases from Trump, including 'we obliterated', 'regime change', 'ended their nuke program', 'destroyed their navy', and 'Trump dumps on NATO'. He gives a 65% chance of escalation.
- **Trump's address begins** [26:05] — Trump congratulates NASA on Artemis 2, then claims Iran's navy is gone, air force in ruins, leaders dead, and IRGC decimated. He says the operation has been 32 days and Iran is 'eviscerated'.
- **Threat of further escalation** [40:50] — Trump states the US will hit Iran 'extremely hard over the next two to three weeks' and send them 'back to the Stone Age'. He warns of targeting electric plants if no deal is made.
- **Post-speech analysis** [44:37] — The host calls the speech 'a lot of bull crap', noting Trump did not mention negotiations going well or a clear plan for the Strait of Hormuz. Oil jumped to $105, and futures sold off.
- **Concerns about enriched uranium** [48:42] — The host highlights that 460 kg of highly enriched uranium remains unaccounted for, enough for 11 nuclear bombs. He fears it may have been moved before B2 strikes.
- **Critique of 'buy American oil'** [53:27] — The host argues that increasing demand for US oil would drive up prices of both US and international blends, negating the benefit.

### Conclusion

Trump's address was a propaganda-heavy pep talk that implied continued escalation, with no clear exit strategy or resolution for the Strait of Hormuz, leading to market sell-offs and oil price spikes.

## Transcript

All right. All right. All right. Here we
go. Here we go. We are knocking on the
door. A good old Donny T. Donny T coming
out to tell us about Iran. Scheduled to
speak at 6:00 p.m. Pacific tonight,
right before the coupon expires. Folks,
let's get into uh some expectations
here. So obviously this is um expected
to be Donald Trump's uh plea to the
nation that hey we're almost done. We
just need another two to three weeks.
You know we got to do some mopping up.
The question really is going to not be
about how much Trump is going to bag on
NATO, how much he's going to bag on our
European allies, how he's going to try
to withdraw from NATO, which he can't do
without the Senate. It's going to be
more about what is Donald Trump's actual
objective. Does he even have a plan?
Now, we're not obviously going to be
asking for insights into uh how should
we put it? Uh battle plans and exactly
what their uh you know goals are for uh
where boots are going and what sites are
being taken obviously. But we'd like to
know, hey, is the objective truly to
make sure that we got their
highlyenriched uranium? Is the objective
truly to make sure that Iran doesn't
have the capability of launching or uh
crafting a nuclear weapon? All of these
things really, really important.
So, we'll find out what happens. Now,
uh, what Donald Trump tells us and, uh,
what, uh, what expectations are are in
part now going to go on our bingo board.
So, we're going to make a little bingo
board. And let me see if I can pull it
up here. We're going to put one together
here. What we're uh, looking for, uh,
you're welcome to send suggestions as
well as to what should be in our bingo
board. Usually we use this bingo board
for fed bingo, but I think there are so
many expectations that we have for what
Donald Trump is going to say uh that we
could easily play bingo today. So, uh
let's get the game going a little bit
with setup.
So, let's pop on over to the bingo
board. There we go. The bingo board. All
right. So, uh, we'll go ahead and start.
And in the middle here, we're going to
put, um, Trump is late because he pretty
much always is. Trump is late. So, I
think that's the freebie. Whereas with
Jerome Powell, we usually have the
freebie. You know, Jerome Powell's on
time. I think in this one, it's going to
be uh Trump is late. Uh now what else we
want to look at are going to be the
minimum expectations that we have for
Donald Trump. The sort of baseline
information that we expect. So uh I
would argue these are going to be things
like uh we oblit he you know he uses the
word obliterate. So let's move this
camera over a little bit. And
there we go. All right. We uh we
obliterated.
we obliterated.
Uh okay, then um uh I'm going to say uh
regime change
and he's going to imply that it that it
happened. Uh so we're going to clarify
that and say imply
uh I guess we could just write that in
the front. implies
uh regime change has happened,
right? Which we know is bull crap.
Regime change has not happened. Let's
lower the size of this pen a little bit.
There we go. Okay, cool. So, he's going
to he'll say oblit we obliterated. He'll
imply regime change has happened, which
has obviously not happened. I think
he'll make some kind of comment like we
ended their nuclear program, their nuke
program, which I don't believe I think
is a lie until we actually get that
highlyenriched uranium out of there. I
think that's pretty nonsense. I think
we'll hear we destroyed their navy.
We We're destroyed.
Nobody does it better.
Navy
and uh we destroyed.
We got to be careful putting these all
on the line. It'll be too easy. Their
air force.
Uh I think he'll say something like
there's practically no one left.
There's
practically
no one
left.
All right. Oh, Bitcoin spiked like 400 a
couple hundred bucks here just in the
last couple minutes. Little nice little
spike there. Um, okay. Uh, I don't think
he'll talk about funding DHS. We have
the best military. I like that one.
That's a good one. We have the best
military. We Which I agree with.
The best
military. That's a good one. Uh, nobody
can do it better. like like no no no one
I'll put that together as one. No one
can do better.
Uh slash never been done before.
Never been
done before.
We'll only need to get one of those to
check that one off. Uh then we'll have
uh let's see here. Let's see. Let's see.
Let's see. We've got
uh Trump will bag on NATO. We'll drop
that over here.
Trump
dumps
on NATO
and allies.
Okay.
Uh let's see here. We have
uh Trump probably downplays Hormuz is a
good one.
Trump
downplays
or moves
and uh I thought oil would go higher.
I thought this will be a quote. I
thought oil
would
This is like almost a way of him
bragging, right? I thought oil would go
up even more. I thought oil would go up
more.
Okay,
then. Let's see. Uh, let's see. Let's
see. Let's see here.
Yeah, when I lean over, the mic gets a
little quiet cuz I don't have the mic
over there. So, you'll be fine, though.
Mentions the Fed. That's interesting.
Somehow bringing in the the Fed into
this. Mentions Baron's short position.
What? On oil.
Yeah, I like that. Uh, okay. What else
y'all have here? A stray towards Obama,
Biden, or both? Yeah. Yeah, sure. Stray
bullet. Okay. Uh, slam
uh slams um
Biden. You know what we'll do? We'll
actually do slams Biden slams Obama
nuclear deal. Obama uh nuke deal. Those
will be two different things. So that'll
be the uh JCPOA
joint comprehensive plan of action.
Uh let's see here. Let's see. Let's see.
Let's see. Yeah. Yeah. No help from
Europe. Yep. That'll be part of our uh
Trump dumps on NATO and the allies. We
obliterated implies regime change. Ended
their new program. I guess we should
talk a little bit about which scenario
ends up winning. So uh we have a few
different scenarios for what we suspect.
We think we're looking at these are my
current four right here. I've got
scenario number one,
which is uh prepare for an escalation
basically. So something like things are
going to get a little tougher before
they get better, right? So I think
that's a that's a fair one. So we could
say things will get uh we have a we have
some work left to do. We have
some work
left
to do.
Uh, and then I think this is this is
more my bet. This is where he's going to
say, uh, might get tougher.
Might get
tougher.
Uh, oops. Toucher.
Tougher.
Shortterm.
Uh shortterm.
Okay. Uh I think uh we'll get some kind
of prep
prep or promise
to reopen Hormuz
because that'll really pump markets I
think.
Uh pump Hormuz. Uh this is part of the
pump markets.
Okay.
So that'll be part of the pump. Then uh
as far as other potential, so prepare
for escalation. That would be landed
straight. I do think escalation is most
likely about 65% chance. Uh I do think
he'll say something like it'll be over
soon. Negotiations are going great. I
could see him saying that in all
scenarios. So let's drop that down.
Negotiations are going great.
Negotiations
are going great.
Oh. Oh, you know, another good one could
be they're begging me.
Uh,
they're begging
me.
I like that.
Uh, okay. We've got a few more slots
here. We got about five, six, six. One,
two, three, three. Yeah, six slots left
to go. Okay, good. Allies will monitor.
Oh, yeah. Yeah, yeah. Um, something
about how we won't be there forever.
We'll we'll leave and monitor.
When we leave,
we'll uh monitor
and uh go back
if necessary. That's basically a
standing threat, right?
Yeah. Some sort of reinforcing of uh
Israel was probably going to happen. So,
some
um uh positive
comments
on uh BB and Israel.
Yeah, I agree that's likely.
So, uh I think he might even say
something like people are telling me to
finish the job because that is what
we're hearing. Uh people are
telling me to
finish the job.
Finish the job. Okay. Uh oh. He might
even say something like, "But there's
nothing left." There's nothing left.
Which obviously we know is false because
they're still attacking. just nothing
left. But this is part of Donald Trump's
uh propaganda, right? All right. So,
uh yeah, you know what? I'll I'll put it
in. I'll I'll put uh slams Fed
slams Fed
uh for high rates.
And uh I wouldn't actually be surprised
if he talks about how great inflation
is. So he'll uh talk down inflation
and every time he wants to talk down
inflation, he has to talk about
the eggs because obviously that had
nothing to do with the culling of
thousands of chickens. It it had only to
do with Donald Trump's effort in getting
inflation down. So, he'll talk down
inflation and mentions
egg prices
because that's really the only thing he
can point to right now. Okay, cool. So,
there we go. We got our bingo board. Uh,
let's see if for a moment we can uh let
you all kind of screenshot that. Let's
see if we can uh get some stuff out of
the way here
if you want. A little bit's cut off on
the B. I always get a little bit cut
off, but you know what? That's all
right. I have to figure out the aspect
ratio one day. So that way you can all
take a screenshot of it. We'll get rid
of that
little mention about 6 PM there in just
a moment. There. Ah, cuts too much off
off the top. We obliterated.
Yeah, that was good enough. Okay, let me
get rid of the little icon there.
And there you go. All right. So, you'll
have to fill in the rest if you wanted a
screenshot, but there you go. That's
going to be our bingo board for today.
So, we'll see how that goes. Cool. All
right. Uh so, let's go in the meantime
explore a little bit and see what
yapping is happening. Uh so,
uh let's see here. Okay. Supreme Core.
Oh, do y'all see the Artemis launch? I
thought that was very cool. I watched
that with the kiddos uh and uh even
though half of them were screaming
because they're two years old, I did
find it quite entertaining uh to show
them the rocket launch and Max got to
see it. It's quite nice. Uh okay, good.
So, um okay, five words feeling
birthright citizenship.
Let's see. American consumer stands
firm. This is retail sales. Yeah, retail
sales came in above expectations today.
I think uh just broadly this economy
just keeps humming along. This was from
this morning, so it's a little bit old,
but there was this talk about a
ceasefire, which you know, then Iran has
since come out and said this is fake
news. There's there's no ceasefire. Uh,
of course, this is, you know, this is
just per some officials, so who knows? I
mean, this could be like WhitF's office
who are like, "Yeah, yeah, man. Yeah,
man. We're trying to we're trying to get
a ceasefire demand going, you know, and
then they end up reporting on this. So,
Axios has become a little bit lately of
a mouthpiece for the Trump
administration, I found. Uh, and uh they
they clearly have some, you know,
contacts inside the White House. Uh,
this is where they're getting this stuff
from. But anyway, Trump's blurry vision
of victory. Yeah. Well, this is one odd
kind of,
you know, victory given that we we don't
have answers on the nuclear
capabilities. They're still launching
ballistic missiles and they're still
launching drones, but uh I guess we'll
see. We'll see what Donald Trump wants
to tell us. Uh let's take a listen
actually here for just a moment.
>> Mike, thank you.
>> Sergeant David Bell is a Medal of Honor
recipient. All right, Sergeant.
>> Uh sometimes I like listening to that
other guy who was just up there. Oh, I
got to get rid of this icon. We'll deal
with that in a little bit. Uh but um
sometimes that guy gives good updates
over on on Fox. Although you'll hear
exactly the opposite on CNN, so it is
quite entertaining. But anyway, select
military assets lost during the war.
Looks like we've lost an F-35. Well, I
think this was Yeah, this was the
emergency landing one. So did end up
getting struck, but that uh that was an
emergency landing, so they were fine. We
had the uh F16
friendly fire that was pretty early in
the process.
Then recently we had the E3 Sentry that
got taken down. Uh and then of course we
had the six American deaths on the uh
refueling tanker. But this uh the spy
plane over here was really surprising
that uh this ended up getting attacked
while on the ground. So uh you know
these these radar installations by the
way a lot of people are talking about
Russia potentially feeding the Iranians
with intelligence to target this
American equipment. And one of the
downsides you're finding is Russia's
like, "Hey, yeah, we'll stop giving Iran
uh uh, you know, intelligence if you
guys stop um giving Ukraine
intelligence." And people are like,
"Okay, well, Donald Trump in the
background has also Yeah, look at this.
Look at this front page of the Financial
Times. Uh, Trump threatened to stop
weapons for Ukraine unless Europe joined
the Hormuz Coalition. Trump threatened
to stop supplying weapons for Ukraine in
order to pressure European allies to
join the coalition of the willing to
reopen the straight of Hormuz. Straight
has in effect been closed by Iran after
the attack.
President demanded that NATO navies help
him reopen the waterway last month but
was rebuffed by European capital saying
it would be impossible while the
conflict was in ongoing. In other words,
they're suggesting this is a not our war
and b also this is way too hard. We're
we're not going to get involved in doing
that. uh you know which which is
problematic because one of the problems
that you have uh with the straight of
Hormuz is just its location uh in
essentially a waterway bowl surrounded
by elevated uh uh territory where fiber
optic drones or uh small craft vessels
can easily uh bomb uh cargo ships or
military uh vessels. Uh, you know, our
sentcom regularly
brags about how much of our large craft
uh or of the Iranian large craft has
been taken out, about 92%. But they
don't talk about the small craft at all.
Let's listen in here for a moment.
>> Officials have run us through a whole
list of things that he's going to talk
about. Basically, the ways that the war
department has overperformed
in Epicury so far, taking out Iranian
missiles, the Iranian navy, Iranian
proxy terror groups, and also all the
stuff that they need to build a nuclear
weapon. And there have been various
reports about uh he's got these troops
there. Maybe he needs to send them in to
get uranium. Maybe he uh does not need
to do that. But regardless, uh he is
going to say that this will wind down in
the next 2 to 3 weeks while also putting
NATO allies on blast to the point that
uh he might say that he wants to pull
the United States out of NATO. And NATO
is so worried about it, they have sent
they are going to send next week the
NATO Secretary General Mark Rut here to
the White House. probably a good move
for NATO because he is the one who
famously last year called Donald Trump
daddy. Jesse, that's right.
>> Yeah. People think that Mark Root uh
from NATO uh the general secretary there
is basically a really good shill for
Trump. Somebody who's really good at
getting Trump to feel good uh that you
know this person will do anything for
you or whatever. Uh so uh we'll see. Uh
it's going to be very interesting but uh
yeah that was announced earlier that uh
the NATO uh secretary general will be
coming uh coming to us next week. So
that'll be interesting. It's kind of uh
it just seems like we're pushing our
allies further away while not really
doing much damage to our enemies. I hate
to say it. Like I feel like Russia is
getting stronger through this. Uh which
is unfortunate. You know, they're
getting stronger in Ukraine. Uh they're
getting more aggressive in Ukraine.
They're getting richer from the oil
price spike. A lot of problems. Three
officials familiar with the discussion
said Trump responded by threatening to
stop supplies uh to Pearl, NATO's weapon
procurement initiative for Ukraine
funded by European countries. As a
result, at the urging of NATO's
Secretary General Marut, a group of
countries, including key allies, France,
Germany, and UK issued a hastily agreed
statement on March 19th, which said, "We
expressed our readiness to contribute
the appropriate efforts to ensure the
passage through the straight of
Hermoose,
right?" But nothing ended up coming of
that.
It's going to be very interesting
because the last thing you want is
Ukraine to get run over by uh by Russia
while uh this Iran issue is happening.
There was also talk at one period of
time that Donald Trump would potentially
reroute weapons going to Ukraine or
positioned in Ukraine to um uh Iran uh
whether those were Patriot batteries,
missile defense batteries or uh or
otherwise. So, we'll see. It's going to
be very interesting. Uh but anyway,
Donald Trump's talk uh is scheduled to
begin in uh in about 3 minutes. Uh we do
have on our bingo board that he's going
to be laid. Uh so we'll see how that
goes. We also have a coupon expiring
today at meetke.com and at house
hack.com. Uh house hacks kicking butt by
the way if uh anybody cares about that.
But anyway, let's uh let's see what else
is being talked about. So in the
meantime, we've got the Financial Times
talks about this. Amazon wants to
compete with Starlink. We know that it's
really no surprise that when Starlink is
going to IPO for probably a $ 1.5
billion valuation, why would Amazon not
want to get involved in that? I mean, if
we hop on over just to look at Amazon's
market cap for a moment, Amazon's market
cap is
$2.26 trillion. Uh now in fairness
there's more than just the the Starlink
aspect uh to uh what SpaceX does with
reusable rocket launches and that which
you know Blue Origin is trying to
compete with. But yeah, that's a it's a
pretty big slice of Amazon's valuation
when you compare Amazon to to SpaceX.
Very fascinating. Trump to detail war
timet in address to nation. Yeah, we'll
we'll see about that. Iran continued to
file projectiles at Gulf countries in
Israel while Israel stuck struck sites
in Iran. Iranian officials said the
country's new supreme leader is in full
health but staying out of the public eye
due to wartime conditions. Right. Well,
people think he's maimed uh and uh you
know missing a limb or or something. No,
no, nobody nobody knows on that. IA uh
the IEA uh international uh energy
agency is considering whether they might
do another uh big oil release. Remember
last time or the first time we hit about
100 nearly $120 per barrel, they did a
pretty big dump uh of uh emergency uh
stockpiles
uh with about 400 million barrels.
They've got about enough to do three of
those sort of strategic releases. So,
looks like they're talking about
potentially doing another one just to
sort of soothe over the next two to 3
weeks,
which makes sense,
quite reasonable. How much pressure is
this war causing in the markets? I've
been cash unwilling to trade for a while
now. Well, I mean, obviously, you know,
we've seen a correction in NASDAQ. Uh,
part of that could be due to just a
compression in software valuations. Uh,
and we've seen a rebound just the last
few days here. I think a lot's going to
depend on what happens uh over the next
uh you know 2 to 3 weeks here because
you know when the government tells us
there's a temporary operation coming we
have to remember that there's nothing
more permanent than a government's
temporary operation. So we'll see. But
uh we did get a nice bounce back over
577 on the cues today. Ended up about 7
points over 577. Uh so it was a decent
uh decent move to the upside of about
1.24 24 uh%. That comes of course after
yesterday's rally back as well. So the
last uh you know 30 hours or so have
been pretty good to the stock market.
Okay, what else do we have here while we
wait for Donny T? Donny T. Uh US to
deploy new electric attack planes. Oh,
that's interesting. The Air Force has
deployed new EA37 Compass Call electric
attack aircraft to support operations.
This marks the first known combat
deployment for the plane, a heavily
modified Gulfream 550 business jet that
effectively jams communications.
Interesting. Uh, and I shouldn't say
electric, it's electronic. So, it's
basically a uh, you know, a jamming jet
that they they rigged a G550 to turn it
into a jamming jet. That's kind of
interesting. I did also hear that
they're uh sending even more
uh warthogs. Those are not to be
confused with the Halo Warthogs, but
rather the uh low-flying attack uh
planes that can aid in Apache operations
uh likely for strikes along the coast
here. and they are doubling the amount
of uh A-10 warthogs in the region mostly
to uh clean up those small craft and
launching uh you know munitions off the
coast. This does and Pete Haggath is
right about that. This does give us uh
an indicator that
Iran doesn't really have much anti Oh,
there's Donnie T. Let's uh let's get
into this. There we go. Good luck
everybody.
>> Thank you very much my fellow Americans.
Good evening. Let me begin by
congratulating the team at NASA and our
brave astronauts on the successful
launch of Artemis 2. It was quite
something.
>> It was a great launch.
>> It will be traveling further than any
manned rocket has ever flown and will
very
>> He was only a minute late though. You
got to give him credit. go around it and
come back home from a distance that has
>> never been done before. It's amazing.
>> They are on the way and God bless them.
These are brave people.
>> We want to God bless those four
unbelievable astronauts.
As we speak this evening, it's been just
one month since the United States
military began operation,
epic fury, targeting the world's number
one state sponsor of terror, Iran. In
these past four weeks, our armed forces
have delivered swift, decisive,
overwhelming victories on the
battlefield.
Victories like few people have ever seen
before.
Tonight, Iran's navy is gone. Their air
forces in ruins. Their leaders, most of
them terrorist regime they led are now
dead.
Their command and control of the Islamic
Revolutionary Guard Corps is being
decimated as we speak. Their ability to
launch missiles and drones is
dramatically curtailed and their
weapons, factories, and rocket launchers
are being blown to pieces. Very few of
them left.
Never in the history of warfare has an
enemy suffered such clear and
devastating large-scale losses in a
matter of weeks. Our enemies are losing
and America as it has been for five
years under my presidency is winning and
now winning bigger than ever before.
Before discussing this current
situation, I also want to thank our
troops for the masterful job they did in
taking the country of Venezuela in a
matter of minutes.
That it was quick, lethal, violent, and
respected by everyone all over the
world. After rebuilding our military
during my first term, we have by far the
strongest military anywhere in the
world. And now we're working along with
Venezuela and are in a true sense joint
venture partners. We're getting along
incredibly well in the production and
sale of massive amounts of oil and gas.
The second largest reserves on Earth
after the United States of America.
We're now totally independent of the
Middle East and yet we are there to
help. We don't have to be there. We
don't need their oil. We don't need
anything they have, but we're there to
help our allies. Tonight, I want to
provide an update on the tremendous
progress our warriors have made in Iran
and discuss why Operation Epic Fury is
necessary for the safety of America and
the security of the free world. From the
very first day I announced my campaign
for president in 2015,
I have vowed that I would never allow
Iran to have a nuclear weapon. This
fanatical regime has been chanting death
to America.
Their
proxies were behind the murder of 241
Americans in the Marine barracks bombing
in Beirut, the slaughter of hundreds of
our service members with roadside bombs.
They were involved in the attack on the
USS Cole and they carried out the
countless other heinous acts including
the blood just horrible bloody
atrocities of October 7th in Israel.
something that most people have never
seen anything like it. This murderous
regime also recently killed 45,000 of
their own people who were protesting in
Iran. 45,000 dead. For these terrorists
to have nuclear weapons would be an
intolerable threat. The most violent and
thuggish regime on earth would be free
to carry out their campaigns of terror,
coercion, conquest, and mass murder from
behind. a nuclear shield. I will never
let that happen and neither should any
of our past presidents. This situation
has been going on for 47 years and
should have been handled long before I
arrived in office. I did many things
during my two terms in office to stop
the quest for nuclear weapons by Iran
first. And perhaps most importantly, I
killed General Cassam Salami
in my first term. He was an evil genius,
brilliant person, a horrible human
being. However, the father of the
roadside bomb and he lived just horrible
what he did. Iran would have been
perhaps in far better, stronger
position. Haiti lived, we would have had
probably a different conversation
tonight. But you know what? We'd still
be winning and winning big. And then
very importantly, I terminated Barack
Hussein Obama's Iran nuclear deal. A
disaster. Obama gave them $1.7 billion
in cash.
>> Yeah. Of their own money back.
>> Mean cash. Took it out of banks from
Virginia, DC, and Maryland. All the cash
they had. flew it by airplanes in an
attempt to buy their respect and
loyalty, but it didn't work. They
laughed at our president and went on
with their mission to have a nuclear
bomb. His Iran deal would have led to a
colossal arsenal of massive nuclear
weapons for Iran and they would have had
them years ago and they would have used
them. Would have been a different world.
There would have been no Middle East and
no Israel right now in my opinion, the
opinion of a lot of great experts had I
not terminated that terrible deal. And I
was I was so honored to do it. I was so
proud to do it. It was so bad right from
the beginning. Essentially, I did what
no other president was willing to do.
They made mistakes and I am correcting
them. My first preference was always the
path of diplomacy. Yet the regime
continued their relentless quest for
nuclear weapons and rejected every
attempt at an agreement. For this
reason, in June, I ordered a strike on
Iran's key nuclear facilities in
Operation Midnight Hammer. Nobody's ever
seen anything like it. Those beautiful
B2 bombers performed magnificently.
We totally obliterated those nuclear
sites. The regime then sought to rebuild
their nuclear program at a totally
different location, making clear they
had no intention of abandoning their
pursuit of nuclear weapons.
They were also rapidly building a vast
stockpile of conventional ballistic
missiles and would soon have had
missiles that could reach the American
homeland, Europe, and virtually any
other place on Earth. Iran's strategy
was so obvious. They wanted to produce
as many missiles as possible and they
did with the longest range possible and
they had some weapons that nobody
believed they had. We just learned that
out. We took them out. We took them all
out so that no one would really dare
stop them and their race for a nuclear
bomb, a nuclear weapon, a nuclear weapon
like nobody's ever seen before. They
were right at the doorstep. For years,
everyone has said that Iran cannot have
nuclear weapons. But in the end, those
are just words if you're not willing to
take action when the time comes. As I
stated in my announcement of Operation
Epic Fury, our objectives are very
simple and clear. We are systematically
dismantling the regime's ability to
threaten America or project power
outside of their borders. That means
eliminating Iran's navy, which is now
absolutely destroyed,
hurting their air force and their
missile program at levels never seen
before, and annihilating their defense
industrial base. We've done all of it.
Their navy is gone, their air force is
gone. Their missiles are just about used
up or beaten. Taken together, these
actions will Iran military,
crush their ability to support terrorist
proxies, and deny them the ability to
build a nuclear bomb. Our armed forces
have been extraordinary. There's never
been anything like it militarily.
Everyone is talking about it. And
tonight, I'm pleased to say that these
core strategic objectives are nearing
completion. As we celebrate this
progress, we think especially of the 13
American warriors who have laid down
their lives in this fight to prevent our
children from ever having to face a
nuclear Iran. Twice this past month,
I've traveled to Dover Air Force Base.
And it's been something. I wanted to be
with those heroes as they returned to
American. So, and I was with them and
their families, their parents, their
wives, the husbands. We salute them. And
now we must honor them by completing the
mission for which they gave their lives.
that every single one of the people,
their loved ones said, "Please, sir,
please finish the job." Everyone
>> finish the job.
>> And we are going to finish the job. And
we're going to finish it very fast.
We're getting very close. I want to
thank our allies in the Middle East,
Israel,
>> Saudi Arabia, Qatar,
>> Israel,
>> the UAE, Kuwait, and Bahrain.
>> They've been great, and we will not let
them get hurt or fail in any way, shape,
or form.
Many Americans have been concerned to
see the recent rise in gasoline prices
here at home.
>> This short-term increase has been
entirely the result of the Iranian
regime launching deranged terror attacks
against commercial oil tankers and
neighboring countries that have nothing
to do with the conflict. This is yet
more proof that Iran can never be
trusted with nuclear weapons. They will
use them and they will use them quickly.
that would lead to decades of extortion,
economic pain, and instability worse
than we can ever imagine. The United
States has never been better prepared
economically to confront this threat.
You all know that. We built the
strongest economy in history. We're
going through it right now. The
strongest in history. In one year, we've
taken a dead and crippled country. I
hate to say that, but we were a dead and
crippled country after the last
administration and made it the hottest
country anywhere in the world by far
with no inflation. Record setting
investments coming into the United
States over $18 trillion and the highest
stock market ever with 53 all-time
record highs in just one year.
It all positioned us to get rid of a
cancer that has long simmerred. It's
known as the nuclear Iran. And they
didn't know what was coming. They've
never imagined it. Remember, because of
our drill a baby drill program, America
has plenty of gas. We have so much gas.
Under my leadership, we are number one
producer of oil and gas on the planet
without even discussing the millions of
barrels that we're getting from
Venezuela.
Because of the Trump administration's
policies, we produce more oil and gas
than Saudi Arabia and Russia combined.
Think of that. Saudi Arabia and Russia
combined. And that number will soon be
substantially higher than that. There's
no country like us anywhere in the
world. and we're in great shape for the
future. The United States imports almost
no oil through the Ormo Strait and won't
be taking any in the future. We don't
need it. We haven't needed it and we
don't need it. We've beaten and
completely decimated Iran. They are
decimated both militarily and
economically and in every other way. And
the countries of the world that do
receive oil through the Hormone Strait
must take care of that passage. They
must cherish it. They must grab it and
cherish it. They can do it easily. We
will be helpful, but they should take
the lead in protecting the oil that they
so desperately depend on. So to those
countries that can't get fuel, many of
which refuse to get involved in the
decapitation of Iran, we had to do it
ourselves.
I have a suggestion. Number one, buy oil
from the United States of America. We
have plenty. We have so much. And number
two, build up some delayed courage.
Should have done it before. Should have
done it with us as we asked. Go to the
straight and just take it, protect it,
use it for yourselves. Iran has been
essentially decimated. The hard part is
done. So, it should be easy. And in any
event, when this conflict is over, the
strait will open up naturally. It'll
just open up naturally. They're going to
want to be able to sell oil because
that's all they have to try and rebuild.
It will resume the flowing and the gas
prices will rapidly come back down.
Stock prices will rapidly go back up.
They haven't come down very much.
Frankly, they came down a little bit,
but they've had some very good days over
the last couple of days. We've done
actually much better than I thought, but
we had to take that little journey to
Iran to get rid of this horrible threat.
With our historic tax cuts where people
are just now talking about receiving
larger refunds than they ever thought
possible, they are getting so much more
money than they thought. That's from the
great big beautiful bill. Our economy is
strong and improving by the day and it
will soon be roaring back like never
before. or it will top the levels that
it was a month ago. I've made clear from
the beginning of Operation Epic Fury
that we will continue until our
objectives are fully achieved. Thanks to
the progress we've made, I can say
tonight that we are on track to complete
all of America's military objectives
shortly. Very shortly, we are going to
hit them extremely hard over the next
two to three weeks. We're going to bring
them back to the stone ages where they
belong. In the meantime, discussions are
ongoing. Regime change was not our goal.
We never said regime change, but regime
change has occurred because of all of
their original leaders death.
>> They're all dead.
>> The new group is less radical and much
more reasonable. Yet if during this
period of time no deal is made, we have
our eyes on key targets. If there is no
deal, we are going to hit each and every
one of their electric generating plants
very hard and probably simultaneously.
We have not hit their oil, even though
that's the easiest target of all because
it would not give them even a small
chance of survival or rebuilding.
But we could hit it and it would be gone
and there's not a thing they could do
about it. They have no anti-aircraft
equipment. Their radar is 100%
annihilated. We are unstoppable as a
military force. The nuclear sites that
we obliterated with the B2 bombers have
been hit so hard that it would take
months to get near the nuclear dust. And
we have it under intense satellite
surveillance and control. If we see them
make a move, even a move for it, we'll
hit them with missiles very hard. Again,
we have all the cards. They have none.
It's very important that we keep this
conflict in perspective.
American involvement in World War I
lasted one year, 7 months, and 5 days.
World War II lasted for 3 years, 8
months, and 25 days. The Korean War
lasted for three years, 1 month, and two
days. The Vietnam War lasted for 19
years, 5 months, and 29 days. Iraq went
on for 8 years, 8 months, and 28 days.
We are in this military operation so
powerful, so brilliant against one of
the most powerful countries for
32 days and the country has been
eviscerated and essentially is really no
longer a threat. They were the bully of
the Middle East, but they're the bully
no longer. This is a true investment in
your children and your grandchildren's
future. The whole world is watching and
they can't believe the power, strength,
and brilliance. They just can't believe
what they're seeing. They leave it to
your imagination, but they can't believe
what they're seeing. The brilliance of
the United States military. Tonight,
every American can look forward to a day
when we are finally free from the
wickedness of Iranian aggression and the
spectre of nuclear blackmail. Because of
the actions we have taken, we are on the
cusp of ending Iran's sinister threat to
America and the world. And I'll tell
you, the world is watching. And when we
do, when it's all over, the United
States will be safer, stronger, more
prosperous, and greater than it has ever
been before. May God bless the men and
women of the United States Armed Forces,
and may God bless the United States of
America. Thank you very much and good
night.
>> Well, that was President Trump with a
major
>> Wow. Okay, let's do a little bit of a
summary here because that was a lot UH
OF BULL CRAP. NO, let's let's be honest
about this. So, I'm going to break it
down. I'm going to give you my POV on
this. Uh let's keep it quick. All right,
here we go.
Donald Trump just addressed the nation
regarding Iran. Before this speech, I
gave a 65% chance that Donald Trump
would indicate we would ramp up attacks
over the next two to 3 weeks and I gave
smaller percentage chances that Donald
Trump would declare victory and walk
away and deescalate the situation.
Unfortunately, what happened here is we
did get a threat to ramp up attacks. In
fact, Donald Trump's notable quote was
that we will send Iran back to the stone
age and after we do the straight of
harmonically
open back up. The stock market and
futures didn't really love hearing that.
Brent oil jumped to about 105 as we
started hearing these comments from
Donald Trump because we didn't actually
get a plan which we're not expecting
battle plans but we didn't actually get
a clear objective of what's left to do
or a plan for what's going to happen
with the straight of Hormuz which
obviously is responsible for a very
large portion you know 20% of the
world's oil supplies a lot of our
liqufied natural gas uh liqufied natural
gas supplies as well as helium for chip
manufacturing. I'll be posting a memory
video later tonight talking about memory
prices by the way in OpenAI. I encourage
you to subscribe and watch that video.
It's a great dive into private credit as
well and OpenAI. But more importantly
here, Donald Trump compares this
operation as only being one month to the
length of World War I
to other wars and conflicts. You know,
one year, three years for one and two
and and these long time frames. And he's
really bragging about how we've
obliterated Iran. I mean, here just
looking at our bingo sheet, because we
made a bingo sheet, you know, we got
we've obliterated. He said regime change
has happened, which we know is not true.
We literally have the more radical son
of the current Ayatollah leading the
IRGC and having veto power over
essentially any legislative body and the
president of Iran. So, we don't really
have regime change here. Donald Trump
did dump on NATO though he stopped short
of threatening to withdraw from NATO
probably because he realized we can't
withdraw from NATO because back in like
2013 even Marco Rubio signed on to this
which is kind of ironic but signed on to
the only way we can withdraw from NATO
is if the Senate authorizes it which
obviously the Senate isn't expected to
authorize. Uh then you know we we did
hear Donald Trump say that in in so many
words there's still some work left to
do. Uh, and we literally wrote down a
quote and said, "People are telling me
to finish the job." That's what we were
expecting on the bingo board. Donald
Trump literally used the words, "We're
going to finish the job. I'm being asked
to finish the job." Uh, and so the
problem with this is we don't really
know what's left. We know that Donald
Trump says we've obliterated their navy.
We've obliterated their air force. We
put that on the bingo board as well. We
expected that to happen. We expected him
to talk about the nuclear dust which is
really the highlyenriched uranium that
we we know that existed. Uh this exists
in they almost look like oil barrels
except imagine they're like you know
labeled with you know hazardous material
kind of you know I don't know labels
except something like that. I don't
know. Uh but anyway, the point is
weapons inspectors from uh and and
nuclear inspectors from the
International Atomic Energy
Administration have inspected and tested
the quantities of this highlyenriched
uranium. We know they have it or at
least had it. We know there are weighed
460 kg which is about 1,17 lbs of this
highlyenriched uranium. And we know if
you enrich it further to about 90% in
centrifuges deep underground likely in
my opinion at at uh facilities like
pickaxe mountain which as far as I can
tell has not been struck yet. I believe
that a lot of this highly enriched
uranium was actually moved my opinion
from Ford though and Espahan because we
were tracking vehicle movement in the
weeks before the B2 bombing attack. We
think a lot of that highly enriched
uranium was just moved you know even a
couple you know 50 lbs at a time. I
mean, it doesn't take that many cars to
move 460 kilos to 10,000 lbs. It takes
20 cars if you do 50 at a time. It's not
that big of a deal. It's not actually
that much, but it's practically enough
for 11 nuclear bombs. Donald Trump is
telling us we know exactly where it is.
It's buried so deep that it would take
months to get to, which I hope he's
telling the truth about that. I I really
hope that because Donald Trump is
setting the stage here to exit Iran
within the next 2 or 3 weeks after
sending them back to the stone age if
negotiations don't go well. Now, what's
actually interesting is I did not get
this checked off on my box. I wrote down
they're begging me and negotiations are
going great as expectations that Donald
Trump would say that because he said
that so many times over the last few
weeks. you know, we watch this pretty
regularly what Donald Trump is saying
and he's regularly said that he actually
removed those items from his speech or
they never made it into the speech which
to me the lack of these two right here
is actually a bearish indicator and this
is why Donald Trump is ramping up
aggression. This is why we are seeing
more jamming planes get sent to the
Middle East. This is why a third
aircraft carrier is getting sent to the
Middle East. the USS George WH Bush.
It's a 2006 uh aged aircraft carrier.
It's the third one because, you know,
one of ours is, you know, docked in
Croatia because it got damaged because
of a laundry room fire. That's what
we're told. Anyway, you know, we're also
sending we're now doubling our A-10
attack warthogs to the region, which in
my opinion does not align with the
straight of Hormuz will magically open.
A-10 warthogs are lowflying aircraft. I
think they've got a ceiling of like
15,000 ft. Might maybe might be a little
higher than that. uh A-10 Warthog along
with Apache helicopters. These are
fantastic aircraft, but they're really
used for uh attacks against uh low-lying
targets such as drone launching
facilities or missile launching
facilities along the straight of Hormuz
or coastlines. Uh and this is what we've
been doing with our Apaches and our war
hogs. And now we're sending more of that
equipment to the region. So, it seems
like to me there's a ramp up not just of
troops, but also of equipment and
supplies, which does align with Donald
Trump's comment here that we're going to
send them back to the Stone Age. We're
going to hit them even harder over the
next 2 to 3 weeks. He basically implied
that things are going to get tougher in
the short term. I didn't actually check
that off on my bingo board, but he
implied if these negotiations don't get
better, things are going to get tougher
in the short term. He didn't say we
ended their nuclear a nuclear program.
He did say that we've crippled their
ability to launch, but he he stayed away
from making that argument. I was
actually surprised he did not mention
the Federal Reserve. He was one minute
late. He did, of course, slam the Obama
nuclear deal, the JCPOA. You know, this
is where uh Donald Trump regularly
brings up the story of us having
returned the $1.7 billion to Iran, which
of course Donald Trump never mentions
was seized Iranian money and uh it, you
know, it was it was returned to Iran. So
that way Iran would uh also agree to
weapons inspectors going to their heavy
water plants and uh and their nuclear
enrichment sites. So we could actually
weigh and inspect how much highly
enriched uranium they actually have, the
locations of the uranium, the locations
of the centrifuges. we can map out the
facilities. Donald Trump didn't like the
deal probably because he didn't like
Obama. Canned that deal. Said he'd make
a better deal. Never made a better deal.
And you know, neither did Biden in
fairness. Although we did get weapons
inspectors back in under Biden. Uh and
then, you know, after Midnight Hammer,
we haven't seen a weapons inspector in
Iran since. So, we're we're operating a
little bit blind. Of course, uh Trump
slammed Biden. Donald Trump uh even
though this was news earlier today that
will potentially monitor the region uh
after we leave after two or three weeks,
Donald Trump didn't mention that. He did
mention that there's essentially nobody
left, that they've killed all the
leaders, we have the best military,
nobody, you know, he said things like
what we're doing have never been done
before. He did indicate that the stock
market hadn't gone down as much as he
thought. I wrote oil is what my
expectation was down. Uh Trump also
downplayed Hormuz suggesting there's
really nothing for us to get there and
if people want the Hormuz straight or
sort of Hormuz to be open they should
just go and get it or buy American oil.
The problem with this argument by the
way of just buy American oil is if you
increase demand for American oil you're
just going to drive up the price of
American oil. And when you drive up the
price of American oil, people go to
substitutes like international blends
such as Brent and then you increase the
price of Brent. So really like it
doesn't really matter if they're if
people are buying international blends
or US blends. There is a net amount of
oil that needs to be purchased for
consumption and the overall rates of oil
will float up or down based on that net
demand and of course you do end up with
demand destruction if prices go too
high. Uh now in the uh night hours if we
will uh we can see that the market is
selling down on this. Yeah, I always
take this with a grain of salt when we
go into our course member live streams.
We like to set up uh trading indicators
uh entirely differently and we do that
every day before the market is open.
Usually about 20 to 30 minutes before
the market opens up. We have a game
plan. We talk about it. We do
fundamental analysis. And so you could
see some pain over here in the after
hours. NASDAQ down about 1%, Amazon
about 1.3. I've got uh Micron, SanDisk,
Western Digital, all about 3%. Tesla
down about two here. All in reaction uh
to um to Donald Trump's speech here.
Again, I think Donald Trump's speech
just really was it was a big pep talk,
but it did imply escalation. He says,
you know, we're winning bigger than ever
before. He always says that, of course,
this is his propaganda. Uh he says that
the Iranians are terrorists. They cannot
have nuclear weapons. He even goes
through the history of some attacks
against USS Cole, Beirut, roadside
bombs, and otherwise. And it's really a
way for him to sort of justify this
continued attack against Iran. And
reiterates how important it is that they
never end up having a nuclear weapon. At
no point do you actually really hear
negotiations are going well or we're
talking to the president, things are
going good. You just hear we're winning.
We're crushing them. By the way, we're
about to win and crush them even more
because we're going to send them back to
the stone age. So, all of this
conversation, unfortunately, was an
escalation, which again, if we look at
my uh four scenarios, uh these were the
scenarios that I gave earlier today. Uh
I gave us a 65% chance of prepare for
escalation.
Uh and only a 30% chance that we would
hear it'll be over soon. negotiations
are going great. That did not happen at
all. None of that. This was not designed
to call markets. This was not a sign
that negotiations are going good. This
was to put on a strong face that the
United States is going to continue to
beat the crap out of Iran until they
fold. This was supposed to be a power
speech, not to the American people, but
to Iran. That, you know, to say you're
going to send somebody back to the Stone
Age just makes me think of Age of
Empires. And uh I don't like the Stone
Age. Okay. Uh although I do have that
guy I don't who which one of my buttons
is that
>> lost the lead.
>> No, not that one.
>> There it is. I found it.
>> Oh, I love that. Oh, that game was so
great. Sorry. I I have this like
squirrel. Anyway, where were we? Uh our
allies suck did get mentioned obviously.
Uh but Donald Trump withdrawing in this
speech I only gave a 5% chance of
happening. So we had a 30% chance that
negotiations were going good. 5% chance
that we would just stop right now. Uh
and and you know that didn't end up
happening. And then we ended up with
this 65% chance that there would be an
escalation. So prepare for escalation.
Two to 3 weeks left and we're going to
finish our objectives in Iran. In
fairness, I did hope that he was going
to get the Strait of Hormuz open within
2 weeks. He did not say that. He did not
make that promise. Instead, he literally
said, "When this war is over, the
Straight of Hormuz will just naturally
open up. It'll just happen. It'll just
open up."
Okay. All right. That is a very strange
way to put it. It's just going to
magically all be okay, I guess. So,
there you have it. Uh, if you haven't
yet, go check out meekcaven.com. We do
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I'm going to go hang out with the babies
before they go to sleep. Thank you so
very much to be for being here. It is
also my 18th anniversary. I met Lauren
when I was 16 years old and uh you know,
we we were in a relationship within a
few days of meeting. Uh we met in Paris
on a little river cruise, which is kind
of crazy to say. And uh you know, here
we are 18 years later and we got seven
kids and uh hopefully more more to come
in the future. So anyway, thank you so
much for being here, folks. Have a
wonderful um April 1. No uh no April
Fools jokes from Kevin today. A little
too serious with what's going on in the
world. Anyway, have a good