Alex Jones put Mike Adams on a Tuesday show and asked if “the old Trump” was back.
The clip is a long one. Jones frames a U.N. speech as a declaration of war on a global AI dictatorship. Adams, billed on the card as an AI engineer, answers that America cannot win a race with China if its models are hobbled by politics. The post list also flags open-source fights, a diesel export ban, and midterms.
Strip the slogans. President Donald Trump told the United Nations the United States “totally rejects any attempt to construct a globalist scheme” to control what he now wants called “superintelligence.” He said whoever wins that race wins, period. He said America leads China “by a lot” and will keep it that way. He said he will encourage the technology, not rein it in, and watch it through the Justice Department.
The same day, on the sidelines, he said keep U.S. diesel home. “Let’s not send out the diesel.” Treasury Secretary Scott Bessent said the government is studying a full or partial ban. Retail diesel in America printed above $6.50 a gallon.
That pairing is the investor file. A White House that wants unbounded compute and bottled fuel is not running a software story. It is running a scarcity story. The opportunity is not a ticker called Superintelligence. It is copper, grid kit, and the fuel that still moves ore and backs up a data hall when the wind dies.
What the speech actually changed
Trump did not ship a new chip. He renamed a category and refused a global rulebook.
He told the hall that “artificial” makes the thing sound fake. It is not fake, he said. It is amazing. From now on, U.S. documents should say “super.” He lumped AI-risk talk with climate warnings he calls a hoax. Critics will scream. Builders will hear permission. China will hear a sprint.
Adams, on Jones’s set, treats that sprint as a values fight. He has argued elsewhere that closed, politicized American models lose to open Chinese weights. Jones sells the same split as “super intelligence versus” a captured domestic stack. You do not need their vocabulary. You need the industrial consequence. If Washington will not cap training runs, the constraint moves to power, transformers, and the mines that feed them.
That is already the 2026 copper tape. Grids and AI halls do not care what the U.N. calls the model. They care about cathode and cable.
Diesel is the other half of the same hour
A compute race that “will be bigger than the Industrial Revolution,” Trump’s line, still sits on diesel in the physical economy.
Haul trucks burn it. Harvest burns it. So do many backup generators. Middle East and Russian distillate flows are already wrecked. U.S. refiners are near a ceiling. A ban that traps barrels at home can sag the U.S. rack for a month and starve Europe and Latin America. Bessent’s caution is the tell. A full cutoff can force refiners to cut runs. Then gasoline suffers too. Energy Secretary Chris Wright and producers have been making that point.
Jones listed the ban as a show topic because it is midterm politics. Record pump prices are a vote tax. That does not make the physics optional. If diesel stays extreme, mine-gate costs rise in Canada as well as in Nevada. If a ban “works” for American voters, it exports tightness. Resource books that only watch Brent will miss the cost line that actually hits a pit.
Adams has spent the week on a related beat: data-center load, diesel panic, and a grid that cannot pretend electrons are free. Whether one accepts his famine-and-collapse framing is beside the point. The direction is not. Hyperscale rooms and a distillate shock do not cancel. They stack.
The opportunity, as a filter
One theme. The AI race Trump described is a claim on physical scarcity.
First, copper and power metals that can ship into allied grids now. A rename at the U.N. does not pour a mill. Tonnes do. Canadian and other conflict-light producers with permits sit closer to that bid than a slide-deck junior that needs five quiet years in Victoria.
Second, fuel intensity. If diesel stays at records, or if a U.S. export curb scrambles the rack, high-cost open pits pay twice: once for the metal boom, once at the bowser. Separate those lines. A copper winner can still be a margin loser.
Third, gold as the option on the rest of the speech. The same podium carried Iran annihilation talk and a deal-after-the-midterms clock. Jones leads with that heat. Markets do not need to take his war map. They need the premium that appears when a president talks hellfire and fuel policy in one news cycle.
Fourth, do not buy “America wins SI” as a blank check on every AI equity. Trump also said Justice will watch. Export rules on models can flip. Open-source bans, if they come, are a software fight. The metal fight is already on.
What can go wrong
A Trump–Xi photo can calm rare-earth and chip headlines for a week. A diesel ban can be studied and dumped. Demand destruction can arrive before a new mine. Jones-world claims about staged cyber flags and secret elite models are not a portfolio. They are noise around a real constraint.
The constraint remains. Washington wants the frontier. The frontier wants power. Power still wants copper and, for now, diesel. That is the opportunity. The rest is a press conference with a new noun.
Disclaimer
Commentary based on President Trump’s Sept. 22, 2026 U.N. remarks, his diesel-export comments as reported by Reuters, BBC, and others, and an Alex Jones livestream featuring Mike Adams. Opinions on the show are the speakers’ own. This is not investment advice and not a recommendation to buy or sell copper, diesel, gold, AI stocks, or any mining security. Policy can reverse in a day. Do your own work.