TripleWarmer

What lies behind us and what lies before us are tiny matters compared to what lies within us. ~ RW Emerson

[Yogi @Houseofyogi]

Mamdani got the whole American dream in eight years. Came here as a kid, got citizenship in 2018, now he runs the biggest city in the country.

And on America's 250th birthday he sat down at George Washington's desk and told us everything wrong with the place.

I'm not even angry. I'm disappointed.

Here's the picture he painted:

He mocked the people who supposedly think America "becomes less the more people it welcomes."

Said it belongs "only to those with the right accent or the right shade of skin."

Called our streets a place where "masked agents" are "terrorizing" people.

Said the country's wealth was built by "calloused, dirt-streaked hands" and then left to rot.

Looked out from Washington's desk and called the Americans who built this economy "small" and "weak."

Okay Mamdani. You hate it so much, why'd you come here?

Let's put that picture up against the actual country.

He's a Muslim kid born in Uganda and he's the mayor of New York. A guy back in his own birthplace said it plainly: over there he'd have had to claw his way in. Here we held the door open.

We've got the most diverse Congress in our history. It was never about skin color, no matter how many years the left spent forcing that story onto a country that kept proving them wrong.

A machine that grinds immigrants down? Nearly half the Fortune 500 was started by immigrants or their kids. 231 companies.

Apple, son of a Syrian.

Google, a kid who came over from the Soviet Union.

Amazon, son of a Cuban.

Put them together and they out-earn Japan, out-earn Germany. That's not a country grinding people into the dirt. That's a country handing them the keys.

It's been and always will be the land of opportunity.

And more people want in here than anywhere else alive. 53 million immigrants live here, the most of any nation on earth. We're 4% of the world's people and we hold 17% of the world's migrants.

Every year since 2007 you ask the whole planet where it'd go if it could go anywhere, the answer comes back the same. America. Number one. The line to get in wraps around the globe.

Here's the line he won't draw. I will.

Legal immigration built this country. The strivers. That's the front door working the way it's supposed to, and I'll defend it all day. You need to earn your spot, respect our laws and customs.

But that's not what we're running anymore.

Four years of Biden's open border blew the doors off. The foreign-born share of this country just hit 15.8%. An all-time high. Higher than Ellis Island, more than triple what it was in 1970.

The Census Bureau didn't expect that number until 2042 and we smashed past it. And on top of it, a record 14 million people here illegally, who cut in front of every single person who did it the right way.

The front door built America from Ellis Island to today. The fence is a different thing. Pretending they're the same is how you end up calling every American who wants a secure border a bigot.

And we've earned the right to standards. This is the most wanted country on the planet. We get to choose who walks in. You want in? Build something. Contribute. Earn it. Nobody's owed anything.

You come illegally, you commit crimes, you steal from taxpayers, you should get deported. That's not terrorizing the streets.

Mamdani walked through that front door in 2018. He of all people should be defending it. Instead he stood at Washington's desk and spent his speech blurring the line between the people who came the right way and the ones who broke in.

The man even admitted out loud that America is exceptional. Then spent the rest explaining why it isn't. On the one day the whole country stops to celebrate itself, he reached for the darkest story he could find.

That's not a man who's lost about America. That's a man who's angry at the country that gave him everything he has.

You don't like it here? Nobody made you come.

Nobody's stopping you from leaving. But you won't. They never do. Because there's nowhere else on earth that hands a person this much of a shot.

This country took him in and made him a mayor. He owes it. It doesn't owe him a thing.

We're not perfect. We're the best odds a human being has ever been handed. 250 years old, the richest and freest country alive, and the whole world is still clawing to get in while nobody's trying to leave.

They hold America to a standard they'd never hold anyone else to, then act shocked it falls short.

It's nonsense.

Respect the country. Especially when it's the reason you're standing at that desk at all.

[Midjourney @midjourney]

A technical dive inside our new "Midjourney Scanner"

[Arun S. Chopra CFA CMT🧐 @FusionptCapital]

MORGAN STANLEY TO ALLOW HOUSE PETS TO BUY SPACE X IPO SAYS OPEN ACCOUNT IN PETS NAME FUND ACCOUNT AND BUY SHARES 50 DOLLAR MINIMUM EXCEPT FOR RETRIEVERS RETRIEVERS MUST HAVE MINIMUM 1K DOLLARS

[TripleWarmer @lee_shulman]

@smartertrader Sam, you deserve every ounce of praise & gratitude - you’re changing lives every day!

[TripleWarmer @lee_shulman]

@smarter411 Only 1 Sam!

[Wall St Engine @wallstengine]

MICRON STARTS ADVANCED DRAM PRODUCTION IN VIRGINIA

$MU says it has started manufacturing 1-alpha DRAM at its Manassas, Virginia fab.

The company says this is the most advanced memory technology ever produced in the U.S.

The 1-alpha node will quadruple Micron’s DDR4 wafer supply at the Manassas site.

Products will support long-lifecycle markets including automotive, defense, aerospace, industrial, networking and medical devices.

Micron expects qualified 1-alpha DRAM production from Virginia by the end of 2026.

The Manassas expansion represents more than $2B of investment and supports 3,100+ manufacturing and community jobs.

It is part of Micron’s roughly $200B U.S. investment plan across Virginia, Idaho and New York.

Micron says it remains the only U.S. manufacturer of memory chips.

[Shay Boloor @StockSavvyShay]

$AMD CEO Lisa Su says AMD needs more Taiwan capacity for the next 1, 2 and 3 years and is pushing partners to ramp faster.

She said AMD’s two major bets were $TSM and advanced packaging and both are now foundational to the AI semiconductor supply chain.

[Charlie Bilello @charliebilello]

The S&P 500 is at an all-time high while Consumer Sentiment is at an all-time low.

We've never seen a gap this wide between Wall Street and Main Street.

[Cheddar Flow @CheddarFlow]

Wow

Someone just added $1.5M worth of $GOOGL calls with a 500 strike that expire in a couple months

GOOGL is trading at 400 right now

[Ryan Detrick, CMT @RyanDetrick]

Only four times going back the past 76 years (since 1950) has the S&P 500 gained between 8-10% for the year. In other words, the average year isn't so average.

It is in this range right now, so will it really close the year flat from here? We say no and upside is likely.

[Documenting Saylor @saylordocs]

TOM LEE SAID MARKETS ARE ABOUT TO GO PARABOLIC LIKE NEVER SEEN BEFORE:

WE WILL HAVE “ONE OF THE BEST 18-24 MONTH PERIODS WE HAVE SEEN IN OUR LIFE."

[Joey Politano 🏳️‍🌈 @JosephPolitano]

the current position of the US government is that NVIDIA should be allowed to sell chips directly to China but banned from using Claude, because the latter is a larger national security risk. that is the level of absolute insanity coming out of the White House & Pentagon nowadays

[Elon Musk @elonmusk]

@GigaBasedDad @tobi 🔥😂

[Cassandra Unchained @michaeljburry]

Ben Affleck is clearly a smart guy. So this does not surprise me. It sounds familiar and on point.

Delivered much better than I ever could.

[Dylan Allman @dylanmallman]

This post is economic illiteracy on full display.

It confuses valuation with cash, wealth with money, and production with redistribution, which is the basic economic error behind almost every grievance like this.

Musk’s “money” exists as ownership stakes in capital goods that coordinate labor, technology, risk, and time across millions of voluntary exchanges.

You cannot “pay Social Security” with factories, code, satellites, or future expectations without liquidating them, collapsing the very structures that generate income and wages in the first place.

Even if you could vaporize that equity into spendable dollars, you would fund a fraction of an actuarially bankrupt program for a brief moment while destroying the productive engine that sustains it.

Wealth is created through entrepreneurial coordination under uncertainty, not hoarded as a static pile waiting to be reassigned. Social Security’s problem is not a shortage of billionaires to harvest but a political design that ignores time preference, demographics, and capital accumulation.

Calling this “taken” is a refusal to understand value creation, price signals, and economic calculation.

The claim sounds moral because it avoids thinking, and it persists because it treats prosperity as loot rather than as a fragile process that collapses the moment you start eating the machinery.

No one is poor because someone else is rich. That framing assumes a fixed pie that never grows, which is the opposite of how markets work. If Musk were actually sitting on a giant pile of idle cash, which he is not, that would signal enormous voluntary demand for what he produces and it would be deflationary.

Idle money lowers prices because it is not competing for resources. You cannot eat money or build with it. You can only exchange it, and exchange happens when value is offered and accepted.

The federal government spends in a single year an amount in the same range as the combined net worth of all US billionaires. Confiscate every dollar, pretend you could convert equity into cash without market collapse, and the state is funded for one year. Just one.

The next year there is nothing left to tax and far less productive capacity to draw from. This is why the state is the worst possible steward of capital. It faces no profit and loss discipline, operates on political incentives, rewards compliance over competence, spends other people’s money, and optimizes for short electoral horizons rather than long-term coordination.

People default to this zero-sum thinking because it feels intuitive and morally satisfying. It offers a villain, absolves personal responsibility, and replaces economic reasoning with resentment dressed up as justice.

It persists because it flatters the believer while demanding no understanding of how value is actually created. It is a huge problem and they should be rebuked accordingly.

[Tesla @Tesla]

Cars that can’t drive themselves

[Bill Ackman @BillAckman]

True

[TripleWarmer @lee_shulman]

@startupoppa @wabi Halfway Meetup - help 2 or more people find a place to meet that’s equidistant from each of them

[TripleWarmer @lee_shulman]

@MapleStax Trade