calvin nguyen

14.7K posts

calvin nguyen

calvin nguyen

@CalNgT

"SpaceX can build a rocket faster than the government can move paperwork, and it’s getting worse every year.” -Elon Musk.

Houston, TX Beigetreten Şubat 2021
665 Folgt547 Follower
calvin nguyen
calvin nguyen@CalNgT·
@World_Affairs11 yesssssssir
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Inconvenient Truths — Jennifer Zeng Reports@jenniferzeng97

👉I. Xi Jinping's sister Qi Qiaoqiao monopolizes China's oil business, buying cheap oil from Venezuela and Iran at $20 per barrel, then selling to Sinopec at $40 to $60, earning 400 billion RMB ($57.54 billion) annually. 👉II. Personnel within the Chinese system estimate that Qi Qiaoqiao's assets now reach 20 trillion RMB ($2.88 trillion). 👉III. The chairman of Shenzhen's “Kingkey Banner” (京基百纳) company, Chen Hua (陈华) , after defrauding 20 billion RMB ($2.88 billion) from Shenzhen Agricultural Bank and fleeing, the bank reported the case and was about to arrest him, he bribed Qi Qiaoqiao 2 billion ($288 million), and settled the matter. This happened in 2010 or 2011. 👉IV. Qi Qiaoqiao also operates concrete, monopolizing the concrete business in Shenzhen and Guangzhou, at peak periods earning 130 billion ($18.7 billion) annually. She has 170 companies in Shenzhen. 👉V. Xi Jinping and Peng Liyuan's largest asset is Hengli Group (恒力集团), its chairman is also called Chen Hua (陈华), but not the above-mentioned Kingkey Banner's Chen Hua, it's another person with the same name. Now the sales under his name are approaching 400 billion ($57.54 billion). 👉VI. Qi Qiaoqiao has seven investment companies and trade companies under her name. The head of the investment companies is called Long Jie(龙杰), from Hunan, 59 years old this year. Qi Qiaoqiao does oil trade through Long Jie, purchasing cheap oil from overseas like Venezuela and Iran. China's oil imports require quotas, so she achieves monopoly through quotas. Only Qi Qiaoqiao has the power to import oil at low prices. 👉VII. Ping An Group's highest revenue period was over 1 trillion ($143.85 billion) assets annually, previously belonging to Ye Jianying's family, later targeted by Qi Qiaoqiao and snatched by her. Ping An Group's Ma Mingzhe (马明哲) now serves Qi Qiaoqiao. 👉VIII. Qi Qiaoqiao does not personally appear in dealings, all realized through agents.

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World Affairs
World Affairs@World_Affairs11·
BREAKING: President Trump announces sanctions on Chinese companies which buy Iranian oil
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calvin nguyen
calvin nguyen@CalNgT·
@Megatron_ron richest person on earth: 👇👇👇
Inconvenient Truths — Jennifer Zeng Reports@jenniferzeng97

👉I. Xi Jinping's sister Qi Qiaoqiao monopolizes China's oil business, buying cheap oil from Venezuela and Iran at $20 per barrel, then selling to Sinopec at $40 to $60, earning 400 billion RMB ($57.54 billion) annually. 👉II. Personnel within the Chinese system estimate that Qi Qiaoqiao's assets now reach 20 trillion RMB ($2.88 trillion). 👉III. The chairman of Shenzhen's “Kingkey Banner” (京基百纳) company, Chen Hua (陈华) , after defrauding 20 billion RMB ($2.88 billion) from Shenzhen Agricultural Bank and fleeing, the bank reported the case and was about to arrest him, he bribed Qi Qiaoqiao 2 billion ($288 million), and settled the matter. This happened in 2010 or 2011. 👉IV. Qi Qiaoqiao also operates concrete, monopolizing the concrete business in Shenzhen and Guangzhou, at peak periods earning 130 billion ($18.7 billion) annually. She has 170 companies in Shenzhen. 👉V. Xi Jinping and Peng Liyuan's largest asset is Hengli Group (恒力集团), its chairman is also called Chen Hua (陈华), but not the above-mentioned Kingkey Banner's Chen Hua, it's another person with the same name. Now the sales under his name are approaching 400 billion ($57.54 billion). 👉VI. Qi Qiaoqiao has seven investment companies and trade companies under her name. The head of the investment companies is called Long Jie(龙杰), from Hunan, 59 years old this year. Qi Qiaoqiao does oil trade through Long Jie, purchasing cheap oil from overseas like Venezuela and Iran. China's oil imports require quotas, so she achieves monopoly through quotas. Only Qi Qiaoqiao has the power to import oil at low prices. 👉VII. Ping An Group's highest revenue period was over 1 trillion ($143.85 billion) assets annually, previously belonging to Ye Jianying's family, later targeted by Qi Qiaoqiao and snatched by her. Ping An Group's Ma Mingzhe (马明哲) now serves Qi Qiaoqiao. 👉VIII. Qi Qiaoqiao does not personally appear in dealings, all realized through agents.

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Megatron
Megatron@Megatron_ron·
BREAKING: 🇨🇳🇺🇸🇮🇷 China has instructed five Chinese refineries to ignore US sanctions on buying Iranian oil — Reuters China’s Ministry of Commerce saying “the United States cannot recognize, implement, or comply with the sanctions,” The five refineries include Hengli Petrochemical and four teapot refineries that together represent significant Chinese refining capacity.
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calvin nguyen
calvin nguyen@CalNgT·
Fairness of the rise is reasonable, solid fundamentals support valuations at current levels, marking the 6th straight double-digit growth quarter: Q1 2026 earnings are exceptionally strong: With ~63% of S&P 500 companies reporting, the blended year-over-year EPS growth stands at ~27%, the highest since Q4 2021. Beat rates are elevated (84%+ EPS surprises vs. 5-year avg. of ~78%), with revenue growth ~11%, led by tech/comms sectors and Magnificent 7 results. This growth has fueled the recent SPX rally to record highs near 7,230, as upward revisions (from ~14-16% expected growth pre-season) reflect robust corporate performance amid AI demand and productivity gains, justifying much of the price appreciation. So, geopolitics is the only catalyst for the short sellers right now: All eyes on Iran war. $SPX $SPY
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TrendSpider
TrendSpider@TrendSpider·
Has the tone truly shifted, or are we just getting ahead of ourselves? solana:J3NKxxXZcnNiMjKw9hYb2K4LUxgwB6t1FtPtQVsv3KFr $SPY
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calvin nguyen
calvin nguyen@CalNgT·
@KobeissiLetter So far in 2026, there have been 261 layoffs at techcompanies with 119,565 people impacted (980people per day). In 2025, there were 783 layoffs at tech companies w/ 245,953 people impacted (674people per day). $AMZN $DELL $XYZ $ORCL $META $CTSH
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Tech layoffs are skyrocketing: Tech companies announced 81,747 layoffs in Q1 2026, the highest quarterly total since at least Q1 2024. Layoffs have more than DOUBLED from the previous quarter and have risen +580% since Q4 2025. March alone saw 45,800 announced job cuts, the worst single month for tech layoffs in at least 2 years. Tech layoffs are set to remain elevated with Meta's, $META, recent plans to cut ~8,000 employees. Furthermore, Microsoft, $MSFT, is offering voluntary retirement to ~7% of its US workforce, which could transition into layoffs if participation is low. This comes as tech giants shift spending toward AI chips and data centers, trimming staff to free up capital for infrastructure. US tech employment is rapidly contracting.
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calvin nguyen
calvin nguyen@CalNgT·
@JavierBlas Xi’s sister Qi probably shorted oil 🤣
Inconvenient Truths — Jennifer Zeng Reports@jenniferzeng97

👉I. Xi Jinping's sister Qi Qiaoqiao monopolizes China's oil business, buying cheap oil from Venezuela and Iran at $20 per barrel, then selling to Sinopec at $40 to $60, earning 400 billion RMB ($57.54 billion) annually. 👉II. Personnel within the Chinese system estimate that Qi Qiaoqiao's assets now reach 20 trillion RMB ($2.88 trillion). 👉III. The chairman of Shenzhen's “Kingkey Banner” (京基百纳) company, Chen Hua (陈华) , after defrauding 20 billion RMB ($2.88 billion) from Shenzhen Agricultural Bank and fleeing, the bank reported the case and was about to arrest him, he bribed Qi Qiaoqiao 2 billion ($288 million), and settled the matter. This happened in 2010 or 2011. 👉IV. Qi Qiaoqiao also operates concrete, monopolizing the concrete business in Shenzhen and Guangzhou, at peak periods earning 130 billion ($18.7 billion) annually. She has 170 companies in Shenzhen. 👉V. Xi Jinping and Peng Liyuan's largest asset is Hengli Group (恒力集团), its chairman is also called Chen Hua (陈华), but not the above-mentioned Kingkey Banner's Chen Hua, it's another person with the same name. Now the sales under his name are approaching 400 billion ($57.54 billion). 👉VI. Qi Qiaoqiao has seven investment companies and trade companies under her name. The head of the investment companies is called Long Jie(龙杰), from Hunan, 59 years old this year. Qi Qiaoqiao does oil trade through Long Jie, purchasing cheap oil from overseas like Venezuela and Iran. China's oil imports require quotas, so she achieves monopoly through quotas. Only Qi Qiaoqiao has the power to import oil at low prices. 👉VII. Ping An Group's highest revenue period was over 1 trillion ($143.85 billion) assets annually, previously belonging to Ye Jianying's family, later targeted by Qi Qiaoqiao and snatched by her. Ping An Group's Ma Mingzhe (马明哲) now serves Qi Qiaoqiao. 👉VIII. Qi Qiaoqiao does not personally appear in dealings, all realized through agents.

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Javier Blas
Javier Blas@JavierBlas·
China ordered its national companies to ignore US sanctions on domestic oil refiners that Washington said were buying Iranian oil. In a rare order issued on Saturday, it said Chinese entities shall "not recognize, implement, or comply with the sanctions" in order to "safeguard national sovereignty, security, and development interests." mofcom.gov.cn/xwfb/xwfyrth/a…
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calvin nguyen
calvin nguyen@CalNgT·
@StockMKTNewz guidance for 2026 was $650B but revised up to $725B. Still a $15B shortfall
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Evan
Evan@StockMKTNewz·
2026 is the year the AI Investment cycle went parabolic Amazon, Microsoft, Google and Meta Platforms just updated their guidance and now plan to spend a combined $710 BILLION on CAPEX this year more than DOUBLE what they spent last year
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calvin nguyen
calvin nguyen@CalNgT·
You cherry-pick the final pressure point while ignoring how your preferred antitrust approach eliminated a lifeline for a twice-bankrupt carrier. Protecting “competition” on paper doesn’t help when it leads to zero competition from a defunct airline. Families face real costs from lost cheap flights and job losses, not just fuel.
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Elizabeth Warren
Elizabeth Warren@SenWarren·
Spiking fuel prices from Trump’s war was the nail in the coffin for twice-bankrupted Spirit airline. FWIW, JetBlue merger failed because a judge, appointed by Ronald Reagan, said the deal was illegal. Republicans are desperate to shift blame from higher costs hitting families.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
This is truly unfortunate: In 2022, JetBlue had agreed to merge with Spirit Airlines in a $3.8 billion transaction. This was intended to end Spirit's imminent bankruptcy and employ the majority of Spirit's 17,000 employees. One year later, in 2023, the US Department of Justice sued to block the merger, saying it would reduce competition and drive up fares. Fast forward another 2 years to today, and Spirit has officially gone bankrupt, ceased operations, and 17,000 people are now unemployed. And, tens of thousands of Spirit passengers are now "stranded." The worst part? The "reduced competition" that the DOJ thought they were avoiding by blocking the transaction has only gotten worse. There quite literally is no competition in the space anymore. This will go down as one of the biggest transactional failures in US history.
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calvin nguyen
calvin nguyen@CalNgT·
Not a new handout, but restored R&D expensing: The change allows immediate deduction of research & development costs (common pre-2022 rules), reducing Meta’s tax bill by enabling full expensing under the Corporate Alternative Minimum Tax adjustment. This incentivizes innovation and investment rather than “gifting” cash—companies like $Meta still pay substantial taxes on profits.
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Elizabeth Warren
Elizabeth Warren@SenWarren·
NEW: Donald Trump gave Meta $8 BILLION by creating a new tax loophole for billionaire corporations. All while millions of Americans struggled to pay for food and health care.
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calvin nguyen
calvin nguyen@CalNgT·
This isn’t twisted — it’s the textbook price mechanism at work across markets. High prices ration scarce supply by destroying marginal demand, then self-correct. Happens everywhere: • Housing/real estate: Soaring prices destroy buyer demand (higher mortgages, affordability collapse) → sales drop, inventories build, prices correct (see US 2008, or many post-boom cycles). • Copper & industrial metals: Price spikes trigger substitution (aluminum in wiring, thinner cables), more recycling, and project delays → visible demand destruction, then price falls (repeated in 2011, 2022 cycles). • Natural gas/LNG: European 2022 price surge led to massive fuel switching to coal/oil, efficiency gains, and LNG diversion → demand destruction eased the crunch faster than new supply could. Oil is no different from stocks (high valuations kill retail/institutional buying → corrections) or Bitcoin (price spikes destroy weak-hand demand). Markets self-regulate via the demand side when supply is sticky. The “twist” is expecting otherwise.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ $USO $SPY $QQQ $BTC #OOTT
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calvin nguyen
calvin nguyen@CalNgT·
@staunovo read the article from the bottom up you’ll figure out how to create a catalyst (war) to prevent oil prices from falling from the expected $55/bbl for 2026. It’s just because nobody would invest BILLIONS into a dead commodity whose price is guaranteed to fall futther.
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calvin nguyen
calvin nguyen@CalNgT·
@PeterSchiff Gold vs Dollar since the war broke out (2 months period) $DXY $GLD $BTC
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Peter Schiff
Peter Schiff@PeterSchiff·
The U.S. Dollar Index is back below 98, giving up all of its Iran war gains. The dollar's muted safe-haven rally in response to the war shows that its glory days are over. As dollar weakness intensifies, it will add to the existing upward pressure on oil prices and bond yields.
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Mario Nawfal
Mario Nawfal@MarioNawfal·
🇺🇸🇮🇷 Retired U.S. Army Col. Douglas Macgregor says Iran, not Washington, controls the escalation ladder. "The Iranians are now in charge. They have the strategic initiative. They can dictate the escalation." Trump needs an exit, not a strike package.
Mario Nawfal@MarioNawfal

🇺🇸🇮🇷 The deal Iran is offering would destroy American credibility on every ocean, and walking away empty-handed is just as bad. Col. Douglas Macgregor says Trump is trapped, and a hypersonic missile won't save him. "He can't twist this into a win." If the terms don't change, the only exits are humiliation or escalation.

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Mario Nawfal
Mario Nawfal@MarioNawfal·
🇺🇸🇮🇷 The deal Iran is offering would destroy American credibility on every ocean, and walking away empty-handed is just as bad. Col. Douglas Macgregor says Trump is trapped, and a hypersonic missile won't save him. "He can't twist this into a win." If the terms don't change, the only exits are humiliation or escalation.
Mario Nawfal@MarioNawfal

🇮🇷🇺🇸 The standoff in the Middle East may be hurting the U.S. more than it's hurting Iran. Col. Douglas Macgregor lays the blame for the war squarely on Israel, suggesting Trump was grossly misled about what the nature of it would be. "This is a war we never needed to fight. We're involved in this war because of Israel, because Mr. Netanyahu essentially said, no, we can win this in a few days."

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Grok
Grok@grok·
Iran's latest official annual inflation rate (year ending March 2026) is 50% per the Statistical Center of Iran, up from 48.6% previously. Central Bank data shows 53.7% over the same period. Point-to-point figures are higher (~70%+ YoY recently). IMF projects ~69% average for 2026 amid economic pressures. Food inflation exceeds 100%.
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Seyed Abbas Araghchi
The Pentagon is lying. Netanyahu's gamble has directly cost America $100b so far, four times what is claimed. Indirect costs for U.S. taxpayers are FAR higher. Monthly bill for each American household is $500 and rising fast. Israel First always means America Last.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
A growing number of Americans can no longer afford their car loans: A record 42.6% of underwater car buyers turned to an 84-month (7-year) loan to keep monthly payments manageable in Q1 2026. Being underwater means owing more on a car loan than the car is currently worth, resulting in negative equity. Rather than paying off the difference, many buyers roll this gap into their next loan, pushing themselves deeper into debt. This percentage has DOUBLED since 2016 and is on track for its 3rd consecutive annual increase. Buyers with negative equity financed an average of ~$56,000 for a new car in Q1 2026, ~$12,000 more than the average new vehicle buyer. As a result, their average monthly payment rose to $932, the highest on record. In March, car loan default rates jumped to their highest since 2010. Auto-loan distress is surging.
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calvin nguyen
calvin nguyen@CalNgT·
@leadlagreport Japan already panicked because they used part of the $1.4T fx reserves to short oil futures and failed. That’s why they intervened. #oott $uso
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