Iran Captures U.S. Drone — Full Breakdown & Transcript

[00:00] Iran just nabbed a U.S. submarine and is attempting to strike our aircraft carriers again for a second time now within a week, and we are now up to seven strikes against Iranian oil tankers.

[00:16] In this video, we are going to talk about the facts of what's going on because this situation is escalating. The first fact we can start with, though, is that Donald Trump must be sensing that the election is close because he is selling us hope.

[00:30] Again, hope and a prayer. Take a look here. We've got oil prices will drop precipitously, like everything else is dropping, but more. I don't know if he means bombs or stocks or what kind of warning that one is.

[00:43] Anyway, when we win the war with Iran, $3 a gallon, but ultimately below $2 a gallon. It will all happen quickly, and Iran will never have a nuclear weapon. You know, a lot of people are looking at this,

[00:55] and they're saying that this is just a promise like what we had during the last election cycle. was that there will be no new war. Anyway, let's focus on the details of what just happened today.

[01:08] Riding broadcasters like IRIB are warning that a second tanker of theirs was struck today, one off of Joff and one off of Card Island, which Donald Trump has named destroying. That is one of their major oil infrastructure islands.

[01:22] About four miles outside of Card Island, that's where the tanker was struck. Both crews for these two ships did end up getting on light boats and escaping alive before the strikes,

[01:34] or at the very least after the strikes and before the ships were more disabled. But anyway, apparently this is U.S. retaliation for now a previously unreported attempted second strike against U.S. aircraft carriers.

[01:51] This weekend we heard they tried striking U.S. aircraft carriers. Well, apparently, and the U.S. Pentagon has kind of been trying to keep this under wraps, but then the Wall Street Journal broke the story shortly ago. They said that Iran launched missiles against a U.S. Navy ship on Monday

[02:07] after firing ballistic missiles at an aircraft carrier and a guided missile destroyer over the weekend. So, this is somewhat important to know, because what's happening is not only

[02:23] has a long ramped up their attacks against U.S. ships once this weekend and now once on Monday. But every attempted attack against U.S. ships, especially as they try to use new weaponry,

[02:36] is leading to more tanker strikes. And because we know that oil is fungible, no real difference between your barrel of oil and my barrel of oil, they're all just barrels, okay? Can't we all just get along?

[02:49] But anyway, Brent is now sitting at 99.39, and Iran is now warning folks to start evacuating ports in Kuwait and Bahrain as more counterattacks are expected.

[03:03] The biggest issue here isn't oil rising, though, in my opinion. It's this right here, the fear that Iran is getting access to more sophisticated weapons from Russia or China. I've been reporting on this channel for the last few weeks that we have more and more angles pointing at the fact that Russia might be supplying cruise missile technology to Iran and that the Chinese and Russians together might be using their satellite networks to help Iran target U.S. ships.

[03:34] What actually starting to happen is there fear that Iran might be able to use their own weaponry that isn just a ballistic missile anymore Remember how a ballistic missile functions Of course I always have something already written on my whiteboard when I need it

[03:49] so apologize via racing time. You know, in the meantime, I guess I could say, oh no, there's no coupon code right now. Sorry, no coupon code available right now. I guess that's like an anti-pitch, right? Anyway, so we already know that ballistic missile technology is pretty simple, right?

[04:04] If we fire a rocket up into the air, it goes unpowered, and then it basically drops, and so your trajectory can easily be calculated by, you know, frankly, anybody who's taken some basic math classes in entry-level college,

[04:18] maybe even high school, depending on where you went to. So what they've done is they've started to put little boosters on these puppies to try to redirect their trajectory towards the terminal phase of flight

[04:31] to make it harder for interceptors to intercept these. now if you add a new class of weaponry let's say you have a ship over here with a nice little American flag on it that's an aircraft carrier if you ask me

[04:44] anyway, if you know where that ship is sure you could use ballistics but these are a lot easier to intercept but what if you could fire a missile that's more cruise missile style and can track and target a moving ship in the ocean

[05:00] the theory is that's exactly the kind of weaponry that Russia is starting to supply to Iran. And while we haven't seen that technology used yet, the fear is coming,

[05:12] and that Russia and China stand to benefit, especially since one of our underwater unmanned drones was just ninja'd by the good old Iranians. This is not good because it does open the door to,

[05:25] frankly, reverse engineering by China of our technology and probably also, frankly, Russia. So let's look at some of the imagery of this. The first thing that I want you to notice when we pull up this image is that it has a registration on it for both Taiwan and the United States.

[05:41] This actually makes it of critical interest, and this is not the one that was captured. This is just another example of one. This is not the captured vessel. This is just another version. This one has a registration of the USA and Taiwan, which actually makes it of critical interest to China to reverse engineer.

[05:58] You can see it is the Dive LZ product, and it is an Andoril product, and that is a weapons startup, you know, defense contractor startup, integrating artificial intelligence into this sort of equipment so that way they can more easily detect and track mining operations, reconnaissance, surveillance, and so on and so forth.

[06:18] And so here are some images that have been released by RAW now. The United States has confirmed this loss of this drone. I do think it's interesting that it says die LD. The V is missing on this one right here.

[06:32] But this particular vessel is an unmanned sub that can remain underwater for approximately 10 days. It weighs about 6,000 pounds, so around 3 tons.

[06:44] It can be, again, underwater for about 10 days. It's very useful for reconnaissance, surveillance, mapping. Sea mines, absolutely heavily optimized for sea mines. AI-driven sonar sensors around this puppy.

[06:56] And so there's a lot of technology here that could certainly be reversed engineered. CENTCOM is in damage control mode. They're basically saying, hey, yeah, we had a drone that malfunctioned. But, oh, don't worry, it's an older iteration C drone, and it was floating dead for over a day.

[07:11] You know, I feel like when they're trying to say over a day, they're trying to imply, like, ah, it's been floating around for six months, nobody cares about it. No, like, it died. And literally within a day the Iranians smashed it That the more interesting part to me They got it within a day That crazy especially since this thing can go like 20 feet deep

[07:31] It's insane. It can go miles down is what this thing is engineered for. I mean, this is like the opposite of the Titan submersible. Two and a half million dollars a pop for one of these. Now the Iranians

[07:43] have it. Something else to consider, what this contains is not only sensors that obviously the Chinese could then reverse engineer, right? How does this drone actually receive tasks? How does it get input signals from the

[07:56] United States military algorithms and artificial intelligence networks, which, obviously, it's not going to have all of that, because it's more of an edge compute device, so it's not going to have all of our secrets

[08:08] on this puppy. It's going to lock down and stop communicating with the outside world, especially once some of its, you know, don't pamper with these sensors go off. But anyway, they are going be able to reverse engineer the sensors they have for these puppies and kind of fusing

[08:24] any kind of communication shielding, cable shielding, potentially nav logs on the device or anything that seems non-critical that might not be encrypted for some reason, who knows,

[08:38] or could get hacked once they have physical access to it. That's for any kind of information that's stored on device. We don't know. that could give up potential launch points for where these drones are launched out of.

[08:50] I presume ships, so I don't know how much that matters. But anyway, survey grids, mine clearance priorities. Like, how does it determine, oh, you put a mine here. How quickly can it get that data back to the IRGC, right?

[09:03] Who knows? The point is, it's not good for them to have it. Especially since now they can look at battery placement, they can look at thrusters, they can look at the sonar housing and the equipment of this thing, and potentially just how to disable one of these via testing, another option as well.

[09:19] Of course, I mean, we have defenses as well on these things. Camper protections could include, you know, wiping, you know, whatever kind of encryption is on there. It doesn't have network data access anymore, obviously. And even if you take some of these chip sets out, they now have a thing where, like,

[09:33] if somebody tries to scan that chip set, certain portions of the chip, like, self-destruct. It's crazy. But anyway, the point is, they got their hands on it, and you know that it's potentially being used in the Taiwan area,

[09:47] which is a pretty wavy and deep area, perfect for these sort of drones. You know China wants their hands on all of this. And China's already been reverse engineering CUDA,

[10:00] and they're writing at a level below CUDA. That's really important because it means, even though they might not have access to the lattice operating system that Android uses, you know, without sort of mesh and network connectivity,

[10:13] the Chinese are starting to crack our codes to get under these software layers, which isn't good. Now, the Chinese are trying to be bashful and say, oh, well, you know, we're five to ten years behind CUDA.

[10:26] I don't care. And I think that's the perfect way for them to go, oh, don't worry about us. We're so far behind. But AI is actually compressing how quickly companies can catch up, in my opinion. so you know yeah

[10:39] are there going to be hardened ships on here of course and China and the Iranians and even the Russians could maybe just use this as inspiration hey let's make something like this whatever so I think this is a little bit

[10:53] of a fail from the United States over here I do wonder you know why it potentially didn't have some form of maybe it did and it just failed for another reason but some form of you know more self sort of feature if you will So oh well I don know maybe that too dangerous on U vessels or U ports or whatever in case something goes wrong so you kind of have to do a cost analysis

[11:16] But, I will say, this is a little bit disappointing in that it's the current time that elections are on the corner, we've already been concerned that the Iranians will be ramping up strikes

[11:28] against U.S. vessels with new weaponry before midterms, because the last thing Iran wants is Donald Trump having full control of the House and Senate so that Donald Trump can really pass whatever kind of resolutions that he wants

[11:42] between now and the end of his term in January of 2029. Now, CENTCOM confirming that they have fully destroyed five crude oil tankers.

[11:54] Remember, seven have been struck over the last week. I'm just reading quickly to see what other information is coming through the wire services right now. And it looks like we've mostly covered everything here, which is important.

[12:08] Here we go. Forces destroyed five crewed tankers on September 8th. And so that's in addition to the two that we struck this weekend. And U.S. this is after the United States has been targeted with ballistic missiles twice over the past two days.

[12:24] So we can see there is a ramp up here. No American personnel were harmed. and U.S. warships successfully evaded the attempted Iranian attack. I do think it's interesting that they're using the phrasing evaded

[12:36] rather than shot down or intercepted the attacks. You always like to try to read between the lines again every time you can. But anyway, Marco Rubio says, Every time Iran tries to hit U.S. Navy ships, they will lose tankers.

[12:50] Yeah, this is the, I guess you could call it the ship for tanker strategy, but anytime either one of our tankers transiting at night in Hormuz or U.S. Navy vessels end up getting attacked. The United States has promised to counterattack,

[13:03] but then Iran promises to counterattack against our bases or ports in the region. So, so far, unfortunately, everything just feels like it's escalating and not getting better, so it makes sense why oil is near $100.

[13:17] I do, as a long-term investor on Train America, think all the geopolitical noise is very important to pay attention to, because the more you pay attention to it, the more you go, okay.

[13:29] So, Kevin, what you're saying is the big old dip could be when they actually end up hitting one of our ships, which, praise the Lord, that does not happen. But if that does happen, there's going to be one heck of a dipply-doodle-a in the stock market

[13:44] because Donald Trump is going to go ape. And that is the catalyst that you have to be prepared for. And so never do we want to associate the potential risk of people losing their lives with the stock market.

[13:57] But ultimately, we also have to look and be prepared that we don't get financially destroyed by being bowled deep in margin, and then all of a sudden Iran goes, oh look, we now have missiles that can hit your equipment.

[14:10] Y'all thought you could dodge it. Now you can't. Now you look even more embarrassed. I hope that doesn't happen. I really pray that doesn't happen. but that is a risk that we have to be aware of. So as unpopular as it is to say,

[14:24] the unpopular statement, you should be prepared for something like that now. You should be prepared for something like that. That's all I got to say about that. That's the update on The Rock. I don't know how to advertise these things that you told us here.

[14:36] I feel like nobody else knows about this. We'll try a little advertising and see how it goes. Congratulations, man. You've done so much. People love you. People looked up to you. Kevin, pass right there. Finance, landless. And you two, but me, Kevin, and always great to get your take.