Ryan Nguyen

AI Builder - Build AI Hedge Fund
Founder SentiFlow:

[Ryan Nguyen @ryan_ntk]

@dark_coderz Just dont. My sister has 1 free year sub and that is the only reason i have it

[Ryan Nguyen @ryan_ntk]

@iuditg We need Astra please

[Ryan Nguyen @ryan_ntk]

@theo Who trusts the benchmark nowadays? Like Opus 5 is really bad.

[Ryan Nguyen @ryan_ntk]

@ClaudeDevs @alexalbert__ Is this Tibo ?

[Ryan Nguyen @ryan_ntk]

@rezoundous I'm afraid to look at the codebase after 1 week of running /goal

[Ryan Nguyen @ryan_ntk]

went through the latest $STO, $WDS and $QAN numbers before the open

Brent closed at US$94.65 after another 4.6% jump. The lazy read is energy up and airlines down. The earnings pass-through is messier.

$STO has the cleanest cash-flow sensitivity on my screen. Barossa is around 550 mmscf/d and Pikka is ramping toward 80,000 bbl/d. Management says every US$10 Brent sits above its US$45–50/bbl breakeven can add roughly US$550–600m of annual FCF once both hit plateau.

H1 FCF was only US$378m and gearing was 23.2%. I want the guided 20–30% production lift in H2 to show up in debt reduction.

$WDS has scale. H1 production was 86.5 MMboe and EBITDA US$4.6b, while FCF was only US$352m through peak investment. 62% of its 2026 oil-linked hedges were cash settled in H1. Across all hedge positions, the H1 cash outflow was US$419m. Higher oil helps. I'm watching whether gearing returns below 20% as projects keep spending.

$QAN is exposed through jet fuel, which Brent hedges do not fully cover. FY26 fuel cost reached A$5.7b. Brent hedges provided A$400m, while jet refining margins went from US$20/bbl in February to around US$120 at the peak.

For 1H27, Qantas guides fuel cost near A$3.6b and domestic capacity down 3%. The defence is 8–10% unit revenue growth. If fares cannot absorb the fuel bill, margins take it.

my pre-open order:

$STO: production ramp and deleveraging
$WDS: oil upside against hedge and capex drag
$QAN: fare recovery against jet-fuel margins

[Ryan Nguyen @ryan_ntk]

brent closed +4.6%
ASX futures -0.8%
australia's 10Y hit 5.16%, highest since 2011

my ASX watchlist for the open:
energy producers
airlines + transport
rate-sensitive REITs

same macro move, very different earnings impact

[Ryan Nguyen @ryan_ntk]

Fable 5.1. Hope the limit god stay with me. Will report the result soon

[Ryan Nguyen @ryan_ntk]

@Google @GoogleDeepMind 88% fewer tokens is nice

what's the miss rate on sub-second events
after Gemini decides what to skip?

otherwise we just made the wrong video cheaper

[Ryan Nguyen @ryan_ntk]

@NIOGlobal 35,836 deliveries, +14.5% YoY

NIO brand grew to 21,174
ONVO fell from 10,155 in July to 8,810

total volume is flat to Q2's 35,886 monthly average

[Ryan Nguyen @ryan_ntk]

@github I already run five agent sessions

the hard part isn't opening another one
it's remembering why session #4 exists

[Ryan Nguyen @ryan_ntk]

I only say this because Sol feels like Luna now

[Ryan Nguyen @ryan_ntk]

@neo_subhamoy rumour saying Astra this Thursday

[Ryan Nguyen @ryan_ntk]

@neo_subhamoy rumour saying Astra this Thursday

[Ryan Nguyen @ryan_ntk]

@rezoundous Make sure to update the reset your Codex app. Fixed my limit issue

[Ryan Nguyen @ryan_ntk]

@melvindvivas be honest mate, you won't be able to run anything meaningful with RTX 3090

[Ryan Nguyen @ryan_ntk]

@amitisinvesting fleet size is a headline, not utilization

Tesla says Model Y rides today, Cybercab later

I want:
paid miles per vehicle
empty-mile share
remote-assist minutes
margin after charging + support

the date tells me when
the denominator tells me if it scales

what’s yours?

[Ryan Nguyen @ryan_ntk]

@linear @tryramp 75% of merged PRs is impressive

but review is the real tax

I’ve had agents run for days and still need a human to decide if the change belongs in the repo

generation is getting cheap
trusting the diff is expensive

show rejected and rolled-back diffs too