Eric D. Henrickson

[Eric D. Henrickson @EricDHenrickson]

@paisitfwd 😆

[Eric D. Henrickson @EricDHenrickson]

Great perspective

[American Debunk @AmericanDebunk]

Mamdani has been on our radar for a while now. I’ve always been skeptical of the alarmism that follows big elections, so when he first burst onto the scene I dismissed the noise.

But something really felt off in his viral "arrest Netanyahu" video this week.

I couldn’t quite name it at first, so I’m brain-dumping here with you. Here goes….

When Mamdani won, I ran a scenario in my head: he wins New York, governs as far left as our system typically allows, the money flees NY, and four years later the rich people who fled NY fund whoever challenges him and they get him out of there. Classic cycle. There will always be a corrective force. That’s why I never lost sleep over Mamdani.

That video changed everything for me and changed the way I see every subsequent clip of him. It feels like what’s beneath the surface does not match what’s on the surface.

On the surface, Mamdani is the picture of calm composure.

He speaks in measured, articulate sentences, never raises his voice. He nods gently as he talks as if quietly reassuring you that you can trust him.

Those who’ve followed me since 2021 know I am obsessed with body language, hypnosis, the subconscious mind, etc.

The nodding of the head throughout his Netanyahu arrest video is alarming. Not the nodding itself, but that it suggests he knows what he’s doing.

He’s speaking directly to your subconscious mind, telling you that everything is OK, that he can be trusted. It's a performance.

Beneath the surface lies a wolf in sheep’s clothing.

The calm composure while nodding throughout is a warning sign. Something dark is stirring within him.

It’s unsettling.

Mamdani had not said a single word condemning Hamas for October 7th in this address, nor has he ever as far as I know.

He only addressed it the next day, and only after a reporter forced the question. Even then, he reduced the largest massacre of Jews since the Holocaust to “a horrific war crime”.

A few seconds later he softened it further to something that “should be deeply opposed.”

That’s how I’d say it too if I was disingenuous. Inauthentic condemnation.

Democrats hunting for oppressors to denounce is nothing new. What’s new and unique about Mamdani is the delivery in which he did it. He made it a theatre event with dimmed lights. He released it at night as if it was a presidential primetime address. And he doesn’t come off as a whack job. What Mamdani said during his video wasn’t the part that was shocking or left me feeling like darkness was swarming around me. It was shocking because he was so composed while doing it.

And that’s why I am starting to feel as though Mamdani is actually dangerous. It’s not the socialism. It’s the composure and messaging.

He is high-IQ calm and an exceptionally gifted communicator. The clearest proof came the very next day on Jon Stewart’s show, where he sold democratic socialism like this:

“A lot of what we’ve come to accept as the facts of life across our country is driven by democratic socialist principles. If today you and I were to introduce the idea of a building that lends out books for free, we would be slandered… and yet that’s the library. And the same thing with the fire department, and the same thing with public schools.”

A+ persuasion/messaging game here. He uses a classic technique called pacing and leading.

First, he gets you nodding along to undeniable truths such as libraries are good, fire departments are good, public schools are normal.

Each “yes” builds momentum. Then, once you’re in rhythm, he slips in the thing he actually wants you to accept.

Democratic Socialism rides in on the back of those easy agreements.

He even borrows credibility by tying it to FDR and La Guardia. The way he can articulate and weave around in his answers is unique in that we’ve never seen it before from a Left-wing radical.

Left-wing radicals always come off as whackos. He doesn’t come off as a whacko...on the surface.

Compare him to what we’ve seen from other Democratic Socialists: AOC, Rashida Tlaib, THE SQUAD— erratic, shrill, and always saying things that make them seem low-IQ.

They are easy to dismiss. Honestly they seem batshit crazy. I always expect every socialist to self-destruct on camera.

Mamdani doesn’t self-destruct. He is calm where they are frantic, articulate where they are….stupid, and disciplined where they are impulsive.

He makes the same arguments, but he makes them sound reasonable and measured.

His library analogy on Jon Stewart's show was so perfect and true. That’s the danger.

For years, Democratic Socialism has been contained because its own messengers are literal morons.

Everyone who has ever tried to stand as the spokesperson for Democratic Socialism has looked like a hipster millennial with too much college debt, or hasn’t been articulate enough to mask the destructive ideology with something palatable.

The ideas rarely had to be defeated because the carriers defeat themselves. Mamdani breaks this pattern. He proves the ideology can be smart, composed, high-IQ, and persuasive.

It doesn’t have to come packaged as lunacy. It can wear a suit, speak in full paragraphs, sit and chalk it up with Jon Stewart and win the room.

But something is off.

A psychiatrist told me years ago that evil people are not elusive. Everyone around them always knows.

At some point we get a feeling. We always get a sense. I think that’s why I felt unsettled during Mamdani’s latest video and each clip I’ve seen of him since.

I believe there is real evil in him. And I think you feel it too.

[Eric D. Henrickson @EricDHenrickson]

@AmericanDebunk So... he is the antichrist. I can see that

[Eric D. Henrickson @EricDHenrickson]

@elonmusk @SquawkCNBC @TheEconomist @zannymb She's just pissed because she got her @$$ kicked.

@elonmusk we like you more

[Eric D. Henrickson @EricDHenrickson]

@NYCMayor You suck at life and should probably quit.

[Eric D. Henrickson @EricDHenrickson]

@stoolpresidente Mamdani, DSA, and their followers are pure evil. The murder in NYC is just a sample of what NYC can expect.

[Eric D. Henrickson @EricDHenrickson]

@BillAckman @NYCMayor Sadly, the bed has been made.

[Eric Daugherty @EricLDaugh]

🚨 Elon Musk just NUKED this reporter to her face in a MASTERCLASS

"People loathe you!"

ELON: "I don't care. The fact that a quarter billion people follow me means a lot more people like me than don't."

"I think a lot more people hate YOU and the MEDIA than you realize!"

🫳🏻🎤

[Vivek Sen @Vivek4real_]

ALEX KARP, CEO OF PALANTIR:

"YOU ARE SITTING AT YOUR ELITE SCHOOL PRETENDING THAT BECAUSE YOU WATCHED TIKTOK TWICE AND GOT AN A+ ON SOME CRAZY PAPER, BECAUSE YOUR PROFESSOR COULDN'T GET A JOB ANYWHERE ELSE, THAT YOU ACTUALLY UNDERSTAND THE WORLD."

[Dan Ives @DivesTech]

AI Revolution Capex narrative continues full steam ahead as evidenced last night again by Alphabet and Tesla. This will be a key theme of 2Q earnings as growth and demand from enterprises/consumers around AI is accelerating. Investor patience tested, but Capex drives the future🍿

[Eric D. Henrickson @EricDHenrickson]

@ehartwell_ What are you lifting?

[Eric D. Henrickson @EricDHenrickson]

@paisitfwd Right?!

[Eric D. Henrickson @EricDHenrickson]

@Aguatazik @nypost "The system" you are proposing needs to be destroyed. These poor people being duped into delusion to be part of your cult is disgusting!

[Eric D. Henrickson @EricDHenrickson]

I read this and immediately started to tear up.

I saw my dad last night. When I asked him for a quick hug he asked, "why not a long hug?" I replied, "I'm about to wake up."

#fathers

[Eric D. Henrickson @EricDHenrickson]

@DavidSacks is 100% correct! There has never been a time in US history where we have shackled innovation and won in the world stage.

[David Sacks @DavidSacks]

This is concerning. For the first time, a Chinese model Kimi K3 has taken #1 on the Frontend Code Arena and is scoring at or near the frontier on other benchmarks.

Meanwhile America is tying itself in knots: politicians and bureaucrats are banning new data centers, piling on state regulations, and pushing for new federal agencies to pre-approve frontier models.

This is how you lose the AI race. The rest of the world won’t play by our rules if we bog ourselves down. Permissionless innovation is how America won the internet and became the technological envy of the world. We can do it again with AI -- while addressing risks in a targeted way -- or we’ll watch our lead evaporate.

[Eric D. Henrickson @EricDHenrickson]

BTA is horrible on so many levels. Bottom line, instead of supporting it, roll up your sleeves, work hard. Contribute to society instead of spending effort to steal from successful people.

[Squawk Box @SquawkCNBC]

"There are going to be companies that will say enough is enough," says @chamath of California's billionaire tax act proposal. https://t.co/jOJJxG5ynK

[Eric D. Henrickson @EricDHenrickson]

@chamath @SquawkCNBC Fantastic show! Chamath, your points were spot on. Well done.

[Eric D. Henrickson @EricDHenrickson]

@NYCkopp Your ability to understand political reality sucks almost as bad your ability to use a camera.

[Eric D. Henrickson @EricDHenrickson]

@paisitfwd You totally just doxxed yourself. Lol

Now everyone in SoCal will be at your favorite coffee shop. I suggest you take down an equity position in the business. You're going to drive revenues through the roof!

[Stephanie Link @Stephanie_Link]

Interesting dynamic under the market surface: $SPY is 1.5% off its ATH, $QQQ is off 5%, $SMH is off 15% and the $KOSPI is pff 23% vs $DJIA at near an ATH.