calvin nguyen

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

[calvin nguyen @CalNgT]

$SPCX

[IPO Newsroom @IPONewsroom_]

SEQUOIA CAPITAL'S SPACEX STAKE IS WORTH MORE THAN $20 BILLION

They own ~1.5% of the company after investing ~$2B total, including $800M into X.

Sequoia first backed SpaceX at the end of 2019, when the company was valued ~$33 billion.

[calvin nguyen @CalNgT]

@gurgavin $SPY $QQQ #OOTT $USO
🤣🤣🤣

[calvin nguyen @CalNgT]

.@TrendSpider $SPY $QQQ $USO #OOTT $NVDA $AAPL $TSLA
Based on the fact that the discussions with the S&P 500 have been brought to the highest level of Market Leadership and approved, I have, as President of the United States of the Stock Market, CANCELLED the scheduled bearish strikes and bombings against the bulls this evening.
Discussions and final points have been, in both concept and great detail, approved by all parties involved, including the SPY Daily Candles, the MA Cloud (EMA 8,21), the powerful 50 EMA, the Volume Profile, the VIX, Israel (via defense stocks), Saudi Arabia (oil stability), Qatar (liquidity), Turkey (emerging markets), and many others.
The Naval Blockade (that big red box resistance) will remain in full force and effect until this transaction is finalized — Time and place of the next leg up to be announced shortly.
DONALD J. TRUMP
CHIEF TECHNICAL ANALYST OF THE UNITED STATES OF AMERICA

[calvin nguyen @CalNgT]

.@TrendSpider $SPY $QQQ $USO #OOTT $NVDA $AAPL $TSLA
Based on the fact that the discussions with the S&P 500 have been brought to the highest level of Market Leadership and approved, I have, as President of the United States of the Stock Market, CANCELLED the scheduled bearish strikes and bombings against the bulls this evening.
Discussions and final points have been, in both concept and great detail, approved by all parties involved, including the SPY Daily Candles, the MA Cloud (EMA 8,21), the powerful 50 EMA, the Volume Profile, the VIX, Israel (via defense stocks), Saudi Arabia (oil stability), Qatar (liquidity), Turkey (emerging markets), and many others.
The Naval Blockade (that big red box resistance) will remain in full force and effect until this transaction is finalized — Time and place of the next leg up to be announced shortly.
DONALD J. TRUMP
CHIEF TECHNICAL ANALYST OF THE UNITED STATES OF AMERICA

[calvin nguyen @CalNgT]

@FirstSquawk I went back to sleep, just woke up and nothing has changed still, including $SPY $QQQ $TSLA $NVDA calls I made earlier LOL 🤣

[calvin nguyen @CalNgT]

@FirstSquawk today, I woke up 1 hour later than I normally do to only find out I didn’t miss anything. 🤣

[calvin nguyen @CalNgT]

@gurgavin that’s half of what $BLK considered subscribing
$SPCX

[The Information @theinformation]

SpaceX is eyeing a historic public market debut, and BlackRock is considering a $10B bet.

"SpaceX needs $75 billion... that's the biggest IPO in history by at least a factor of two."

"... BlackRock has at least been discussing investing as much as $10 billion in this IPO..." —@coryweinberg

[calvin nguyen @CalNgT]

@KobeissiLetter $SPCX
before: $500k to play
now: $2k to play

Tomorrow should be the only day in history you see $TSLA stock surges 20-30% 😋

[calvin nguyen @CalNgT]

fully support SpaceX opening up more shares to retail investors — up to 30% is huge!
Plus, capping the IPO at $135/share is another smart move to limit greedy brokerages’ excessive profits and keep it accessible to retail.
Democratizing access to one of the most important companies of our time is the right move. Fidelity dropping the min to just $2k proves it.
LFG $SPCX $TSLA

[calvin nguyen @CalNgT]

@Osint613 This only proves my thesis “The ledger is mightier than the launcher” more right:
Financial weapons (asset freezes, SWIFT exclusions, secondary sanctions, currency warfare) are slower but far harder to defeat than physical force.
🇮🇱 vs 🇮🇷

[calvin nguyen @CalNgT]

@TheInsiderPaper war doesn’t consider who’s right, it consider whose financial is left 🤣

[calvin nguyen @CalNgT]

@FirstSquawk I guess $NKE got zero contracts on military boots so it only support bombing 🤣

[Joopiter 🇮🇷🇺🇸 @Joopiter15]

@CENTCOM @DeptofWar They broke the ceasefire.

Target the IRGC and Islamic regime...
Just do it. They are going to attack all the neighbors

End the Islamic regime, Free Iran

[calvin nguyen @CalNgT]

@unusual_whales but if you start accepting 22% less, it would last forever without electing any more useless congresspersons 🤣

[calvin nguyen @CalNgT]

@Big_Orrin I think that’s why he concluded debates “largely academic”

[calvin nguyen @CalNgT]

It’s called “Master the craft, and you can hunt more with less supply of game.”
Trump’s idea celebrates efficiency, skill, and smarter methods over brute force or sheer abundance. When resources (like animal populations or Iran strike targets) are limited, the prepared and innovative hunter (or US force) thrives by maximizing every opportunity, using superior techniques, tools, and knowledge rather than relying on plentiful targets. @realDonaldTrump @CENTCOM

[calvin nguyen @CalNgT]

@FirstSquawk today, I woke up 1 hour later than I normally do to only find out I didn’t miss anything. 🤣

[calvin nguyen @CalNgT]

@FirstSquawk otherwise who’s stupid enough to invest $ billions into a commodity whose price is guaranteed (or wished by the consumers) to only fall 🤣
#oott

[calvin nguyen @CalNgT]

@FirstSquawk they want more gov. subs 🤣

[calvin nguyen @CalNgT]

@financialjuice Japan SPR had 254 days worth of oil consumption since this post date, let alone non -SoH routes and OPEC+ quotas placed on the UAE (before OPEC+ changed its name to OPEC- 🤣)
#OOTT $USO

[calvin nguyen @CalNgT]

#OOTT $USO $BOIL $UNG

Japan maintains one of the world's largest strategic petroleum reserves, built up significantly after the 1973 oil crisis to ensure energy security given its heavy reliance on imported crude oil—primarily from the Middle East (over 90-95% of imports, with much transiting the Strait of Hormuz).
As of early March 2026 (latest reported figures, around end-2025 / early 2026 data):
- Total reserves: Equivalent to 254 days of domestic consumption (nearly 9 months).
- This breaks down roughly as:
- National/government stockpiles: ~146 days
- Private-sector (obligated industry) stocks: ~101 days
- Joint stockpiling with oil-producing countries (e.g., Saudi Arabia, UAE, Kuwait): ~7 days
- Total volume: Around 470 million barrels (crude and products combined), though exact current figures may vary slightly with ongoing consumption and adjustments.
- These levels exceed the International Energy Agency (IEA) minimum requirement of 90 days of net imports for member countries (Japan typically holds far more, often in the 200+ day range in recent years).

This buffer has been highlighted by government officials amid the ongoing Iran-Israel conflict (escalated in early 2026 with U.S.-Israel strikes on Iran), which has led to the effective closure of the Strait of Hormuz, halted tanker transits, and disrupted flows.

- Recent developments (as of March 2-5, 2026):
- Prime Minister Sanae Takaichi stated in parliament (Diet) on March 2 that Japan holds 254 days' worth, reassuring the public of stable supply despite the crisis.
- Economy, Trade and Industry Minister Ryosei Akazawa (METI) emphasized no immediate plans to release reserves, as releases are for addressing actual shortages—not price control—and Japan continues monitoring while coordinating with the IEA.
- Japanese oil refiners have formally requested the government to tap into national strategic reserves due to supply concerns and disruptions.
- The government has signaled no near-term release, prioritizing preservation of the buffer.
Japan's system includes unique elements like joint storage agreements (e.g., Saudi Aramco tanks in Okinawa, giving Japan priority access in emergencies) and a focus on both crude and products.
For context, this positions Japan much better than many other importers (e.g., some Asian neighbors with far lower coverage). However, prolonged disruption could still raise costs, prompt conservation efforts, and eventually force coordinated IEA-wide actions if global supply tightens severely. LNG stocks (separate from oil) are also being monitored, with utilities boosting inventories but no emergency calls yet.

[calvin nguyen @CalNgT]

@JavierBlas @michaeltanchum typical post-peak reset in fertilizer markets: sell in May and go away.

[calvin nguyen @CalNgT]

@Barchart meanwhile Softbank shares still outperformed the Topix index by 25% ytd after pairing 10% gain 🤣

[calvin nguyen @CalNgT]

@MarioNawfal but the earth became greener with less 20% of fossil fuels consumed while the remaining 80% brought 38% more on profit (at $90/bbl vs $65/bbl)
#oott

[calvin nguyen @CalNgT]

@BRICSinfo imagine no wars for 5 years after Afghanistan….
my $LMT $NOC $RTX $GD positions 🩸🥲

[calvin nguyen @CalNgT]

@Barchart they’ll be fine with $64T in debt and giving your credit score of 1700+ 🤣