Michael Grimes
131 posts

Michael Grimes
@grimesmd
Chairman, Investment Banking Division, Morgan Stanley
Se unió Nisan 2009
1.7K Siguiendo1.1K Seguidores

Democrats have never been as desperate as they are now.
Trump is chipping away at the Democrat power source from so many angles it is hard to to recall them all.
-Deporting 3mil (on pace for 10-12mil by end of term).
-Redistricting war likely adds a net 3-5 GOP seats in the House.
-SCOTUS potentially dissolving racial districting, adding perhaps another 8-10 GOP seats (enough safe seats to reach 218).
-No path in the Senate (51 safe GOP seats).
-Potential US Census correction could leave no path to POTUS and House.
-USAID shutdown and fraud investigations cutting off dark money sources.
-Carrying 16 billion in debt after paying off Kamala's 2024 bill. (GOP has 90+mil on hand).
-Vance has net positive polling and is the most liked national politician by far.
-Musk as both a donor and megaphone.
-X neutralizing mainstream media advantage/loss of narrative control.
-Base so radicalized they won't accept viable candidates/primarying stronger candidates for weaker ones.
-Activist networks under criminal investigation.
-Weaponized empathy, their most powerful weapon, is showing diminishing returns. They have been disarmed.
-Gen Z men turning on them with a lifetime full of contempt. Forever enemies.
-Culture is turning against them, massive Overton shift rightward.
-Their strongest voting block, liberal Boomers, are disappearing from the stage in the next 10-15 years.
-Slowly but surely establishment Republicans are being replaced (Cornyn and Tillis this year).
They have been slowly losing the now decade-long war with Trump and it seems he has lined them up for the kill shot in 2026.
We are literally fighting over whether or not they can gain a slim majority in one half of Congress. That's their ceiling at the moment. As much as I want to keep the House, that's an incredibly strong position to be in. It's important to maintain perspective. Three years ago we were looking at Trump's mugshot.
Anything could happen, but the complete and utter collapse of the Democrat party from national viability is in view. This after they thought they had engineered a one-party State through mass migration.
They are being exposed as willing to kill the nation in order to rule over it.
They have fallen into the pit they had dug for us. Continue to pray that the Lord crush them and keep them away from all civil power.
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The Department of Commerce’s CHIPS Program announced a non-binding Letter of Intent with USA Rare Earth for $277 million in direct funding and a $1.3 billion loan to accelerate USAR’s domestic and vertically integrated “mine-to-magnet” strategy that will process 12 critical and strategic minerals and manufacture neodymium iron boron (NdFeB) permanent magnets – all in the United States.
This capital is expected to accelerate and de-risk USA Rare Earth's growth objectives across mining, processing, metal-making and magnet manufacturing in the United States. By 2030 USA Rare Earth is expected to:
--> Extract 40,000 metric tons per day of rare earth and critical mineral feedstock from USAR's Round Top deposit
--> Process a combined 8,000 metric tons per annum (tpa) of third-party MREC and heavy rare earth elements (HREEs) and critical mineral oxides and concentrates at Round Top, including dysprosium (Dy), terbium (Tb), yttrium (Y), gadolinium (Gd), hafnium (Hf), erbium (Er), thulium (Tm), lutetium (Lu), ytterbium (Yb), holmium (Ho), gallium (Ga), and zirconium (Zr)
--> Reshore 10,000 tpa of heavy rare earth element (heavy REE) metal- and alloy-making and strip-casting capacity.
--> Increase neodymium-iron-boron (NdFeB) magnet-making capacity to 10,000 tpa
U.S. taxpayers participate in the upside of this project via the issuance by USA Rare Earth to the Department of Commerce 16.1 million shares of common stock and approximately 17.6 million warrants.
With the Department of Commerce's funding for USA Rare Earth's vertically integrated mine-to-magnet operations, we will significantly increase the domestic supply of crucial components for semiconductors, defense, and numerous other industries strategic to the United States.

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Michael Grimes retuiteado

#ICYMI: This month, Micron officially broke ground on our $100B leading-edge memory manufacturing complex in Onondaga County, New York!
This milestone reflects strong collaboration among government, industry and academia, and marks a major step toward expanding U.S. semiconductor capacity to meet the rapidly growing demand for AI.
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Michael Grimes retuiteado
Michael Grimes retuiteado

WATCH: Secretary Lutnick speaks at Micron’s groundbreaking ceremony in New York—a $100B investment, the largest private investment in the state’s history.
This historic project will create 50,000 jobs and strengthen America’s semiconductor manufacturing capacity—producing advanced chips critical to AI, automobiles, telecommunications, defense systems, and next-generation technologies.
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Michael Grimes retuiteado

Secretary Lutnick on the historic semiconductor agreement:
“Yesterday, we announced the Taiwan deal, which allows Taiwan to invest $500 billion in America to bring semiconductor manufacturing here. One of the key drivers of this investment is that Micron currently produces its memory—the best memory in the world—in Southeast Asia, and we want it made here. That’s where the tariff model comes in: it starts with chips and uses tariffs to drive manufacturing back to the United States.”
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Michael Grimes retuiteado
Michael Grimes retuiteado

.@howardlutnick: "There's two commitments from Taiwan: there's $250B that comes directly from companies, and then, there's $250B supplied by the government... we're going to bring it all over so we become self-sufficient in the capacity of building semiconductors." 🔥
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The Department of Commerce’s CHIPS Program recently closed on a transformational deal to produce 13 critical and strategic minerals in the United States.
These minerals are vital for national and economic security as they are foundational to semiconductors, AI, quantum computing, aerospace & defense, automotives, and industrials.
The CHIPS Program’s $210M award to a subsidiary of Korea Zinc supports a $7.4Bn project to construct a state-of-the-art mineral processing facility in the United States.
Korea Zinc is a global leader in mineral production and operates the world’s largest non-ferrous smelter in Onsan, Korea.
The new Tennessee facility will be an advanced replica of Korea Zinc’s Onsan facility and will produce 540,000 tons per year of the following critical and strategic minerals:
* Gallium → RF, radar, and power compound semiconductors for defense systems
* Bismuth → medical imaging contrast nanoparticles
* Germanium → IR thermal optics, high frequency / high bandwidth fiberoptics & optoelectronic compound semiconductor devices
* Indium → fighter jet and ISR cockpit touch-displays, satellites, radar, compound semiconductors & lasers
* Antimony → ammunition, automotive batteries & flame retardants
* Tellurium → thermoelectric devices & lasers
* Cadmium → nuclear control rods & image sensor semiconductor devices
* Palladium → hydrogen sensing membranes, printed circuit boards, and mission critical catalytic converters
* Copper → data center power delivery, semiconductor interconnects, electrical grid infrastructure
* Silver → high-performance electrical contracts & anti-bacterial medical instruments
* Gold → quantum sensors, radiation-hard satellite avionics packages & advanced semiconductor chip packaging
* Zinc → galvanized infrastructure, electrical grid components & deep-UV LEDs
* Lead → automotive batteries, ammunition & ceramics
* Sulfuric Acid → petroleum refining, metal extraction & fertilizer
* Semiconductor Sulfuric Acid → leading edge logic & memory semiconductor device fabrication
This is American tech dominance under the leadership of President Trump and Secretary Lutnick.

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Michael Grimes retuiteado

We’re building the future of memory manufacturing! On Jan 16, Micron will break ground on our megafab in Onondaga County, NY. This will be the largest semiconductor manufacturing facility in U.S. history.
This $100B project, generating 50,000 jobs, will be home to the most advanced memory manufacturing in the world and help meet the growing demands of AI systems central to the modern economy. Learn more here: bit.ly/45BN2zZ

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Michael Grimes retuiteado

Statement from Secretary Lutnick:
Big win for America. ⬇️
President Trump just secured a transformational critical minerals deal that strengthens our national security, rebuilds our industrial base, and ends our dependence on foreign supply chains.
Today, we announced a major investment with Korea Zinc to build a state-of-the-art critical minerals smelter and processing facility in Tennessee that will produce 540,000 tons per year of essential materials right here in America.
These minerals power the technologies that matter most for our future: defense systems, semiconductors, AI, quantum computing, autos, data centers, and advanced manufacturing.
Gallium. Germanium. Indium. Antimony. Copper. Silver. Gold. Zinc—and more—all produced on American soil, supporting everything from fighter jets and satellites to chip fabs and the electric grid.
And it doesn’t stop there: Starting in 2026, the United States will have priority access to Korea Zinc’s expanded global production, putting American security and manufacturing FIRST.
This is exactly how we win: build here, secure our supply chains, create great jobs, and keep America the world’s industrial and technological leader.
Congratulations to President Trump on delivering another massive win for the United States!
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Michael Grimes retuiteado

Vulcan Elements is proud to announce a $1.4 billion partnership with the @DeptofWar, @CommerceGov, and @ReElementTech to scale Vulcan Elements and ReElement Technologies’ 100% vertically-integrated, domestic rare earth magnet supply chain.
This partnership proves that America can manufacture rare earth magnets—entirely on U.S. soil.
Since its inception, Vulcan Elements’ mission has been to build a domestic rare earth magnet solution that can propel the United States into the 21st century and enable the next era of American economic dynamism and national security. This partnership is a milestone for the company’s mission, and for the United States of America.
As Secretary of Commerce @howardlutnick stated: “Our investment in Vulcan Elements will accelerate U.S. production of rare earth magnets for American manufacturers. We are laser-focused on bringing critical mineral and rare earth manufacturing back home, ensuring America’s supply chain is strong, secure and perfectly reliable.”
“As a former Navy officer, I am honored by the trust that the American government and American people have placed in Vulcan Elements,” said Vulcan Elements CEO @_JohnMaslin. “Now more than ever, we remain focused on execution and performance, so that we can deliver a capability that the nation urgently needs. Vulcan Elements and ReElement Technologies already have a record of strong collaboration, and I look forward to continuing to work together as we move forward into this next phase of our partnership.”
This is an honor and responsibility that Vulcan Elements takes very seriously. We will continue to stay laser-focused on delivering real results at a rapid pace.

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Michael Grimes retuiteado

President Trump had an exceptional meeting with South Korean President Lee. As a result of this meeting, the Koreans have agreed to invest $350 billion in America. These investments will be directed and approved by the President. President Trump has designated shipbuilding as the first investment category, with at least $150 billion committed to building ships in America. He has also approved the construction of nuclear-powered submarines in Philadelphia by great Korean shipbuilders. Rebuilding America’s shipbuilding is fundamental to our national security.
Additionally, President Trump will direct another $200 billion across projects built in America, including the Alaska Natural Gas Pipeline, energy infrastructure, critical minerals, advanced manufacturing, and AI and quantum computing.
South Korea has also agreed to FULLY open their markets. 100%!
Korean rates will be set at
• 15% reciprocal tariffs for the Korean economy
• Autos and auto parts will also be set at 15%
• Semiconductor tariffs are not part of this deal
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Michael Grimes retuiteado
Michael Grimes retuiteado

Our historic trade deal with Japan delivers $550 billion for America to invest and strengthen our nation.
We will use the funds to build our energy infrastructure, chip manufacturing, critical minerals mining, and shipbuilding to name a few.
What we’ve achieved with our Japanese partners is an absolute game changer for America’s future — and it’s exactly what the America First trade agenda is all about. For the first time ever, President Trump will literally direct these investments for the benefit of America.
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Thank you @jgebbia for your service and dedication to the United States in this critical function
Joe Gebbia@jgebbia
I’m honored to be appointed by President Trump as the first Chief Design Officer of the United States of America. (🧵) whitehouse.gov/presidential-a…
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Michael Grimes retuiteado
Michael Grimes retuiteado

We’re strengthening America’s semiconductor industrial base & expanding production of our space-grade solar cells with support from the @CommerceGov & CHIPS Act - helping to secure the domestic supply chain of this critical tech for aerospace and defense. Learn more: bit.ly/3HN4V6k

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Michael Grimes retuiteado

BIG NEWS: The United States of America now owns 10% of Intel, one of our great American technology companies.
This historic agreement strengthens U.S. leadership in semiconductors, which will both grow our economy and help secure America’s technological edge.
Thanks to Intel CEO @LipBuTan1 for striking a deal that’s fair to Intel and fair to the American People.

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