Valuetainment - May 03, 2025


"A Three Sided Win" - Trump’s Tariff FORCES Massive Chip Comeback To U.S


Episode Stats

Length

17 minutes

Words per Minute

180.35922

Word Count

3,143

Sentence Count

353

Misogynist Sentences

4

Hate Speech Sentences

14


Summary

TSMC starts building third Arizona fab to ramp up U.S. expansion. This is big because it's about chips, right? And we need that. Today's After Show Was Hosted By: Rob Galluzzo ( )


Transcript

00:00:00.000 TSMC starts building third Arizona fab to ramp up U.S. expansion.
00:00:05.540 This is big because it's about chips, right?
00:00:08.420 And we need that.
00:00:09.440 So, Rob, is this the clip about the chips?
00:00:11.160 It is.
00:00:11.640 Howard Lutnick at the cabinet meeting yesterday.
00:00:14.300 Okay, so TSMC has started construction on a third chip plan in Arizona,
00:00:18.600 part of the U.S. expansion, described as the single largest foreign investment in U.S. history,
00:00:22.440 with Commerce Secretary Howard Lutnick stating it's tariffs that brought that in.
00:00:26.920 Key word, guys, it's tariffs that brought that in, securing an additional $100 billion investment
00:00:32.420 without subsidies, creating 40,000 construction jobs and 20,000 full-time jobs.
00:00:37.380 Go ahead, Rob.
00:00:38.340 They're investing $165 billion in 1,100 acres in Arizona,
00:00:45.460 and they're building the highest-tech chip manufacturing semiconductors and 4,000 employees,
00:00:52.260 you know, American tradecraft, right, technicians doing every kind of work.
00:00:57.720 The classic foundation of America is building it.
00:01:01.300 They had 14,000 people.
00:01:02.940 They're expecting 40,000 people to build the rest of their plants
00:01:06.300 and to employ 20,000 people for the rest of time.
00:01:09.640 This is all driven.
00:01:10.760 You never saw a site like that.
00:01:12.120 And this is all driven by your tariff policies.
00:01:14.940 No chance this would be happening without you.
00:01:16.740 Bingo.
00:01:17.340 Bingo.
00:01:17.940 Tom, thoughts?
00:01:18.840 Well, I'll tell you what's going on here.
00:01:19.980 Rob, if you could pull this up so people could see a chart.
00:01:22.880 Search for CNBC, two charts, TMSC, right?
00:01:28.940 And you'll find it.
00:01:29.680 It goes back.
00:01:33.160 There it is.
00:01:34.360 You see that?
00:01:35.440 That blue part, Taiwan, that's what China wants.
00:01:38.700 That is the world market share of critical chips, Pat,
00:01:42.360 and that's what the risk of China is.
00:01:45.700 And guess what?
00:01:46.520 Part of that's going to be red, white, and blue
00:01:48.100 because part of that is now going to go to the USA
00:01:50.800 because one-third of TSMC supposedly is going to be built in the USA.
00:01:55.820 But that's the risk of China taking that market share on chips
00:01:59.060 and holding the world there.
00:02:01.100 And what we've done here is they already had a grant
00:02:04.360 and they already had an economic incentive,
00:02:08.820 but now they're talking about a third chip plant in Arizona.
00:02:12.320 So not only have we got a couple of what?
00:02:13.740 Just in the last two days, look at the win on India.
00:02:16.460 Look at the win that's happening here and this announcement here.
00:02:18.880 This is long-term U.S. jobs, and this is de-risking China.
00:02:24.440 And so you said it on the last podcast.
00:02:26.800 Hey, folks, it would only take 30 days and a set of announcements
00:02:30.540 to suddenly win, win, win, win, win, and the whole grade is an A+.
00:02:34.760 And you know what?
00:02:35.480 I feel it coming.
00:02:36.400 I feel it coming.
00:02:37.160 Yeah, for sure.
00:02:37.740 Because this is so critical.
00:02:39.360 Yep.
00:02:39.500 This is a three-sided win here.
00:02:42.960 It's a win for workers in Arizona.
00:02:45.320 Yep.
00:02:45.560 It's a win to help get ahead of China and market share
00:02:49.760 and move a bunch of chips over to the U.S.
00:02:51.840 We will have more chip manufacturing five years from now here
00:02:57.420 than South Korea does.
00:02:58.580 So that protects our destiny because technology is a destiny,
00:03:02.620 and the destiny of technology is chips.
00:03:04.280 And so this is great on that second line.
00:03:07.660 And then the third line is it takes away some of the threat
00:03:11.920 of the sudden disruption if China makes a move on Taiwan.
00:03:15.160 Pat, can we think as the enemy?
00:03:17.300 You're China.
00:03:19.560 We're starting to punch them multiple times.
00:03:22.560 We're getting them up against the ropes.
00:03:24.320 If you were China, Pat, how would you respond?
00:03:26.760 What is going to be your move?
00:03:28.860 Oh, thank you.
00:03:29.660 What a great opening.
00:03:31.640 And here's what that is.
00:03:33.340 At what point – you brought this up yesterday,
00:03:36.640 so I want to give you credit.
00:03:37.980 At what point does one not sit there and speculate the fact
00:03:44.280 that these guys are going to be working and dealing with you
00:03:48.260 in a straight-up way, in an honest way?
00:03:51.300 Okay.
00:03:52.000 So if you think that is not on the table,
00:03:55.080 what do you have to be ready for?
00:03:56.960 Anything and everything.
00:03:58.400 How dirty can China go?
00:04:00.820 Oh, real dirty.
00:04:02.280 Twice as dirty as they are now.
00:04:04.420 I think – this is my opinion.
00:04:06.100 I think dirty as in a virus coming out of a lab that nobody still could –
00:04:10.860 But they can't do that again.
00:04:12.220 They won't do that again.
00:04:13.020 They can't.
00:04:13.900 No, they won't.
00:04:14.600 You do that again.
00:04:14.820 I don't think they will.
00:04:16.000 But they have snuck in how many – I want to say 30,000 Chinese –
00:04:20.460 But actually think about it.
00:04:22.100 You have to find a way to hit U.S. where it hurts.
00:04:25.480 So if you want – so go through all the dirty ways that China can do something.
00:04:31.500 Let's go through it.
00:04:32.140 Power grid.
00:04:32.820 A hundred percent.
00:04:33.380 One.
00:04:33.900 Okay.
00:04:34.240 Cyber attack.
00:04:35.020 Cyber attack is two.
00:04:36.320 Okay.
00:04:36.620 Lock up the bank accounts to disrupt the entire system in the U.S. and the world if you wanted to.
00:04:42.840 You could do that.
00:04:43.580 Panama Canal.
00:04:44.200 Panama Canal is number three.
00:04:45.460 I was about to say Panama Canal.
00:04:46.700 They could do something there and say, hey, the ports, they can really cause some damage to the ports
00:04:51.980 and stop the entire world flow of business and commerce and food and supply.
00:04:58.000 And that, you're going to feel it immediately.
00:05:00.100 Okay.
00:05:00.520 What else?
00:05:01.620 Espionage.
00:05:02.340 Internally having people who are working internally to manipulate and deceive and do all the stuff that they're doing within the White House.
00:05:08.560 What else can they do?
00:05:09.360 Or Eric Sallowell.
00:05:10.240 People like that.
00:05:10.800 Eric Sallowell had a Christine Fang, a.k.a. Fang Fang.
00:05:13.820 She was helping him.
00:05:15.400 And once they found out, and the FBI got involved and got kicked out of the House Intel community, she left.
00:05:20.400 Give me more.
00:05:21.360 I mean, they won't try it, but you have to put on the table something else, a sickness or something, a virus.
00:05:28.220 Yeah, a virus, they've done it.
00:05:29.400 But if they do virus again, if China does virus again, and I swear to God the world doesn't learn from it, you deserve everything you get from China.
00:05:37.580 China rules the world if you don't do anything to them afterwards.
00:05:40.100 Okay.
00:05:40.300 What else are they capable of doing?
00:05:42.120 You have to realize they will do anything and everything.
00:05:46.180 They'll find ways to pin your allies against you.
00:05:49.940 They'll find ways to use proxy to get others to attack.
00:05:54.300 So their proxy stuff that they got, they got Iran as proxy.
00:05:56.860 They got a lot of people that they own in proxy methods.
00:06:00.040 But you have to know, if we keep pushing them the way that we're pushing them, and their back's against the wall, to think they're going to negotiate, you know, 100% straight up, I think the chances of them doing that is 50%.
00:06:13.460 I still put it high that it's 50%.
00:06:15.740 But the other 50% of them doing anything and everything to disrupt the entire world the way they did with COVID, very, very possible.
00:06:24.080 I said that yesterday when I was on News Nation.
00:06:26.260 I said that yesterday to everybody.
00:06:27.960 I said, let's not forget the enemy of the state, number one.
00:06:31.480 This whole tariff deal, we're not doing it for Russia.
00:06:34.900 We're not doing it for Canada.
00:06:36.720 We're not doing it because we want to straight out deals with Mexico, not because of Japan, not because of Vietnam.
00:06:42.620 Everything we're doing with the tariff deal is for one country and one country only, and it's China.
00:06:47.500 And Trump doesn't trust them, and I'm with it.
00:06:50.120 Good.
00:06:50.500 I'm fully with it.
00:06:51.640 Adam, thoughts?
00:06:52.400 Well, I mean, this is going to be pretty dark right now.
00:06:54.520 You're talking about all the things that China's willing to do.
00:06:56.420 Capable, not willing, capable.
00:06:58.220 Capable, willing, and has done before.
00:07:01.840 You know, we talk about this trade war, Cold War, what's going on.
00:07:06.320 You know, you talk about the most brutal, deadliest dictator of all time, of all time.
00:07:15.320 People think Hitler.
00:07:17.080 It was mob.
00:07:17.540 It wasn't Hitler.
00:07:18.780 Hitler's probably in third place, to be honest with you.
00:07:21.020 15 to 20 million, 6 million Jews specifically.
00:07:23.640 World War II.
00:07:24.300 Number two on that list, probably Stalin.
00:07:27.500 20, 25 million dead Russians.
00:07:31.600 The Gulag Archipelago, everything we understand about that.
00:07:33.980 But number one all time, and even close, Mao Zedong in China.
00:07:39.180 50 to 75 million of his own people dead during the, what was it called?
00:07:45.840 The Cultural Revolution.
00:07:47.300 So, isn't he the, is he the founder of the CCP?
00:07:52.480 I think so, Adam.
00:07:53.760 Fact check that.
00:07:54.840 There we go.
00:07:55.600 Chinese Cultural Revolution, estimated in, I can't even tell you how many freaking deaths.
00:08:01.980 That's not accurate right there.
00:08:04.380 50 to 75 million.
00:08:05.500 So, you want to ask what China is willing to do?
00:08:08.680 You know, they talk about their own people might have to, like, bite the bullet and suffer a little while.
00:08:14.660 They could get very, very ugly.
00:08:17.600 America has no idea what goes on on the eastern side of the world.
00:08:22.000 We don't want that in our life.
00:08:23.180 Well, Adam, you nailed it.
00:08:24.040 He was, during the Cultural Revolution of 1966, just to give you a heads up of who Mao is.
00:08:28.700 Pat, Mao, a nine, eight-year-old kid was caught stealing a potato or something.
00:08:35.460 So, they killed him and then make the father bury the kid, right?
00:08:38.520 That's the type of enemy that we're talking about.
00:08:40.960 Is there a story of that?
00:08:41.620 There's a story in here.
00:08:43.400 An eight-year-old stole a potato.
00:08:45.140 He made the father bury his son.
00:08:46.600 There was a, there was a, he, a kid stole.
00:08:50.000 I want to, I want to positively say that it was.
00:08:51.780 Fact check that, Rob.
00:08:52.860 Yeah, he stole, he stole something and then a father forced to bury his son alive.
00:08:56.560 Oh, I'm sorry, his own child alive.
00:08:58.440 He didn't kill him.
00:08:59.040 This is one of the most disturbing stories shared by survivors and historians.
00:09:02.460 It was a father forced to bury his own child alive, not as punishment for all, but as an act of political loyalty.
00:09:07.860 This is to who?
00:09:09.280 For, to Mao.
00:09:11.900 To Mao.
00:09:12.700 Ah, I mean, see.
00:09:13.580 That's what I'm saying.
00:09:14.220 That's what the history that comes from.
00:09:15.500 That's literally 50 million of these stories.
00:09:16.980 But that's ridiculous.
00:09:18.060 But, hey, this is the enemy.
00:09:20.060 Rob, can you just say most brutal dictators, most deaths?
00:09:21.840 It's him.
00:09:22.420 It's Mao.
00:09:23.420 Can you, you made the point.
00:09:25.780 I mean, we know where that's at.
00:09:27.000 I think we know that.
00:09:27.660 Rob, can you do me a favor?
00:09:29.180 Can you go to the clip that Humberto just sent?
00:09:31.860 Watch this one here, folks.
00:09:32.980 Rob, where is this?
00:09:33.720 First, let's read the details first and then go to it.
00:09:36.420 Zoom in a little bit.
00:09:37.720 A U.S. Navy recruiting office in California is fully Chinese.
00:09:40.460 They openly speak Chinese.
00:09:41.460 Not one word of English.
00:09:42.580 In this video, they are enlisting Chinese recruits.
00:09:44.600 A major war with China is very possible.
00:09:46.200 We're larger.
00:09:47.060 Okay, I don't know who this person is at the top, but let's watch the video, Rob.
00:09:50.500 Play the clip, please.
00:09:51.280 This is a U.S. military recruiting office.
00:10:02.440 There's no...
00:10:03.380 There's no...
00:10:04.380 Is it?
00:10:12.960 Is that real?
00:10:15.760 This is real?
00:10:17.120 What is this like?
00:10:20.260 I'm not sure.
00:10:21.200 I mean, the Navy hat, they're wearing U.S. Navy hats.
00:10:26.260 That's a U.S. Navy t-shirt.
00:10:29.860 Okay, do me a favor.
00:10:31.920 Can you go to the comments section of this video?
00:10:34.280 Look at the first one.
00:10:35.720 That's from justice.gov.
00:10:37.880 Two U.S. Navy service members arrested for transmitting military information to the People Republic of China.
00:10:43.800 That's justice.gov.
00:10:44.600 So you can go a little bit.
00:10:45.800 That's justice.gov.
00:10:46.620 That's a government website.
00:10:47.500 So I am extremely careful when it comes down to China.
00:10:53.400 We are a little bit too reliant on it.
00:10:55.260 The world is.
00:10:56.620 And I'm sorry, man.
00:10:58.340 I'm willing to go through the pain for a couple years.
00:11:01.360 I don't think it's going to take that long.
00:11:02.580 But I'm willing to go through the pain as long as we can because the bigger pain can be massive the more power they have.
00:11:08.920 If they become the world leader and the world has to do what China tells them to do, there are certain people and societies and religions you don't want running the world.
00:11:20.660 That's one of them.
00:11:21.640 Adam, were you going to say something?
00:11:22.440 Yeah, I do.
00:11:22.980 And I'll be very quick.
00:11:23.940 I have massive issues with this.
00:11:27.180 And the biggest thing is people don't want to be called that R word.
00:11:32.000 Racist.
00:11:32.860 Oh, how dare you?
00:11:34.140 I can't believe it.
00:11:37.520 In Miami, I can't tell you how many people I speak with, meet with Uber drivers who don't speak one word of English.
00:11:49.560 I mean, you know I take my Ubers.
00:11:51.580 Uber drivers, literally, zero English.
00:11:54.760 And I speak Spanish pretty well.
00:11:55.780 Hola, ¿cuántos años vivan in Miami?
00:11:58.860 Cinco años.
00:12:00.320 You've lived here five years.
00:12:02.000 ¿Hablas inglés?
00:12:02.620 No, no.
00:12:03.740 I said, ¿tu quieres aprender inglés?
00:12:05.840 No, no es posible.
00:12:07.500 You speak zero English.
00:12:09.480 You've lived in Miami five years, ten years, twenty years in some capacity.
00:12:14.380 Zero English?
00:12:15.720 Zero?
00:12:16.540 Okay.
00:12:17.100 They're not assimilated.
00:12:17.860 And they're often Cuban, sometimes Venezuelan, sometimes Colombian, mostly Cuban.
00:12:21.960 Okay.
00:12:22.400 We all know that we held the Cold War with Cuba and everything that happened with that.
00:12:25.280 The Cuban Missile Crisis.
00:12:27.240 China?
00:12:28.320 In California?
00:12:29.740 You're trying to tell me that there's people in the Navy that potentially are speaking zero English?
00:12:35.660 No rule.
00:12:36.160 And we got no rule.
00:12:38.380 This is very concerning.
00:12:40.200 Now, somebody, how could you sound racist?
00:12:41.880 I don't know.
00:12:42.640 Maybe I just want to protect America and make sure the Chinese citizens aren't infiltrating.
00:12:47.180 Do you think China would ever do some sort of espionage and spy in America?
00:12:51.120 Maybe send over spy balloons?
00:12:52.640 I have zero trust in these guys.
00:12:54.860 I am very concerned about this as an American citizen.
00:12:58.120 This is why, for me, this was a top five issue.
00:13:01.120 And I'm loving what the president is doing.
00:13:03.420 And go, President Trump, go.
00:13:07.020 I do not trust China.
00:13:08.440 Guys, don't be quick to forget what happened March 12th of 2020.
00:13:12.280 Thank you.
00:13:12.700 When so many hundreds of thousands of restaurants of small business owners shut down, kids confused, staying home, grandparents dying, grandkids couldn't say goodbye to a dying grandmother.
00:13:25.840 That's what the government did.
00:13:27.260 And it was all started because of a leak in China.
00:13:29.760 So this Lemon campaign that we launched on Thursday with the box, okay, that was launched.
00:13:34.180 That all of you guys, you know, many of you saw.
00:13:36.340 Those of you that didn't, this box that's being shipped to people who are going through a lot of different things today to make their day.
00:13:42.940 When life gives you lemons, make lemonade with a lemon hat in it and a presentation with a video of me speaking to them, giving them a message here.
00:13:50.780 I'm going to press pause here.
00:13:52.860 There was so many accountants.
00:13:55.660 One accountant sent it to 11 clients, lawyers, realtors, insurance folks using it.
00:14:01.100 But then we had a chance to read the note of what some people were writing to their clients.
00:14:06.340 I'm not going to give the names.
00:14:07.500 I just want to read the notes to you.
00:14:08.720 It was so, our staff is, when I'm reading this, our marketing team, they're in tears.
00:14:13.580 Literally when I'm reading this to them, I'm not going to say the name.
00:14:17.300 Okay.
00:14:18.040 They put the name there.
00:14:19.280 It then says, sending you some love to help lift your heart up today.
00:14:23.080 And wanted to say, again, how sorry I am with Susan's passing.
00:14:27.100 I hope this cheers you up, your spirits, just for a moment.
00:14:30.840 I love you, sister.
00:14:31.980 And always remember to move forward.
00:14:33.960 Flowers don't happen without rain.
00:14:35.380 Love you always.
00:14:36.940 The name is in there.
00:14:38.320 Are you kidding me?
00:14:39.640 Okay.
00:14:40.080 Then it goes here.
00:14:41.100 Me and you forever together.
00:14:42.940 Put your goals always in front of you.
00:14:44.900 Surround yourself with one quality, with people you become, who you're with.
00:14:48.980 Thank you for your friendship.
00:14:50.120 Here's another one.
00:14:50.720 Love you, brother.
00:14:51.760 Hope you like this.
00:14:52.720 Greatest podcast ever.
00:14:54.040 You not only being a father, a husband, and a brother, you are also a policeman.
00:14:58.500 You have so much you deal with on a day-to-day basis, but you still show up for your family.
00:15:03.940 I not only love you, I respect you.
00:15:06.280 I'm telling you, the more I was reading these notes, the more emotional we were getting ourselves.
00:15:11.040 I love the fact that the Valuetainment audience is taking time to order something, to ship to somebody else, to make their day.
00:15:21.020 How awesome is this, that we're doing this?
00:15:23.400 So for all of you guys that placed your order, I love the fact that you're doing this.
00:15:27.500 We're wired the same exact way.
00:15:29.300 You can pick and choose the hats, whether it's the white one, the black one, or the green one when you're sending out to them.
00:15:33.980 There's still a few left, if you haven't done it yet, on the Lemon Campaign, especially with everything that people are going on right now.
00:15:39.080 Go to vtmerch.com, place your order.
00:15:41.160 And then also, for the mothers out there, you asked for it.
00:15:44.880 We wanted to do it.
00:15:45.920 We know this audience is 80% men, but 20% women.
00:15:49.740 It used to be 90%.
00:15:50.840 The female audience is growing in a major way.
00:15:52.640 Rob, if you want to play the clip, Mother's Day is around the corner next week.
00:15:55.700 And we got a bunch of VT mom gear, stuff that's out there.
00:16:00.540 You know, mama, today I love you, VT mom, future looks bright.
00:16:04.800 Here's one that I like a lot that's also on the site, VT mama.
00:16:08.640 This is another one that we have, value taming mama that we got out there.
00:16:14.880 It's awesome.
00:16:15.800 So, you know, we wanted to make sure that men, ladies typically do the shopping for us.
00:16:20.820 We're not good at this stuff.
00:16:22.280 Go place an order for mothers out there that are doing the right thing.
00:16:26.860 They're going out of their way, and you're seeing how hard they're working.
00:16:29.200 Every order you place, they're going to get a VT mom keychain.
00:16:33.460 And then if you place an order above $100, it's the VT mom keychain,
00:16:36.340 plus this mug that says VT mom, and it explains a sophisticated achievement
00:16:41.040 that is always there for you no matter what.
00:16:43.860 Moms, love you.
00:16:45.860 Place an order for the mothers out there that watch PBD Podcast and Valuetainment.
00:16:50.180 If you enjoyed this video, you want to watch more videos like this, click here.
00:16:52.860 And if you want to watch the entire podcast, click here.
00:16:55.620 You're welcome.
00:16:59.980 Bye-bye.
00:17:00.540 Bye-bye.
00:17:01.160 Bye-bye.
00:17:03.280 Bye.
00:17:03.880 Bye-bye.
00:17:05.500 Bye-bye.
00:17:08.940 Bye-bye.
00:17:09.860 Bye-bye.
00:17:11.880 Bye-bye.
00:17:13.520 Bye-bye.
00:17:14.660 Bye-bye.
00:17:15.960 Bye-bye.
00:17:16.600 Bye-bye.
00:17:17.220 Bye-bye.
00:17:19.760 Bye-bye.
00:17:22.080 Bye-bye.
00:17:23.740 Bye-bye.
00:17:24.000 Bye-bye.
00:17:24.420 Bye-bye.