Tran Duy Long

You don’t fight because you hate what’s in front of you, you fight because you love what’s behind You

[IT Unprofessional @it_unprofession]

We hired a new VP of Engineering who is obsessed with agile methodology.

He called a meeting on his first day and said we need to transition to 2-week development sprints.

He wanted daily stand-ups, retrospective boards, and continuous deployment pipelines.

He wanted us to actually write new code.

I realized immediately that he was an existential threat to my lifestyle.

I let him finish his impassioned speech about workflow velocity.

Then I stood up, walked to the whiteboard, and drew a single horizontal line.

I told him agile sprints are a localized solution for a localized mindset.

I said our infrastructure operates on a Zenith Release Cycle.

He asked what a Zenith Release Cycle was.

I told him it's a holistic, macro-stabilization framework where we observe the system in a state of prolonged stasis.

By not touching the code for 18 months, we allow the legacy dependencies to organically settle.

I told him that deploying bi-weekly updates creates micro-abrasions in our database architecture.

I used the phrase chronological data scarring.

The CEO was in the room and audibly gasped.

He told the new VP that we can't risk chronological data scarring just to satisfy a trendy tech buzzword.

The VP looked at me like I'd just invented a new color.

He was completely paralyzed by the sheer density of my fabricated jargon.

He quietly agreed to adopt the Zenith Release Cycle.

We're officially scheduled to deploy our next update in the third quarter of 2027.

I spent the rest of the afternoon buying things I don't need on Amazon.

Agile is a disease invented by people who want to be punished for their salary.

I refuse to participate in my own suffering.

[Visioner @visionergeo]

‼️‼️🇺🇦🇷🇺 BIG | A high-stakes air-to-air confrontation has culminated in the downing of a premier Russian Su-35S multirole fighter jet, triggering intense damage control across prominent Russian military propaganda channels.

Prominent Russian military blogger Kirill Fedorov confirmed the destruction of the advanced air-superiority asset, revealing that the Russian aircraft was systematically hunted down in a coordinated engagement. According to Fedorov, the single Su-35S was targeted by a superior formation of three Ukrainian combat aircraft—including Western-supplied F-16 fighters—operating in tight tactical synchronization with a forward-deployed Patriot air defense radar station. While the Russian pilot reportedly managed to eject and survive, Fedorov conceded that the engagement likely marks a major milestone as one of Ukraine's first complex, multi-domain air-to-air victories involving newly integrated Western platforms.

In an effort to downplay the tactical humiliation, the propagandist insisted that the loss of a single Su-35S is not structurally critical due to active production lines and low overall airframe attrition. However, he expressed profound alarm over the changing strategic balance in the skies, warning that Moscow's aviation dominance is rapidly eroding. Fedorov highlighted that the impending delivery of additional Western fighters and next-generation air-to-air ordnance—moving beyond standard AIM-120 AMRAAMs to include ultra-long-range European Meteor missiles capable of striking targets at distances exceeding 200 kilometers—poses an existential threat to Russian tactical aviation moving forward.

See the latest updates with us: @visionergeo

[Tran Duy Long @tdlong_sd]

Just LOL

[Governor Newsom Press Office (parody) @AwesomeNewsom]

I JOIN DONALD TRUMP IN CONDEMNING THE FOLLOWING NATIONS: THE ISLAMIC REPUBLIC OF JAPAN, THE JAPANESE REPUBLIC OF ISLAM, THE UNITED FEDERATION OF NARNIA, THE REFLECTING POOL NATION OF ALGAE-RIA, AND THE DONALD TRUMP REPUBLIC OF DUMBODIA & TACOSTAN.

[Tran Duy Long @tdlong_sd]

#TrumpCircus

[Acyn @Acyn]

Reporter: Can you describe your phone call with Gianni Infantino about the red card? Belgium is appealing the decision.

Trump: You’re asking me about the whole soccer thing. So, yeah, I did. I spoke to Gianni.

That wasn’t a foul. That wasn’t even an infraction. That was two guys running full speed who happened to crash into each other. You can’t properly place your foot on somebody else’s foot when you’re going full speed. No, these were two great athletes who got tangled up.

And this referee, who is a little bit suspect—if you check his past. I don’t want to say that because I don’t like to create controversy, but very suspect. If you’d like, I’ll provide you with his past.

He didn’t do anything wrong, and he’s our best player, or one of our best players—a very vital player—and they gave him a red card.

I didn’t know what that meant. I didn’t think it meant much. Then I started hearing that it means you can’t play in the next game, at least in the next game.
I said, “Boy, that’s a big—” You know, if it happened to another player, it would have been unfair, but when they take your best player—or just about; they have some great players—and say you can’t play, that’s very unfair.

That’s one thing, to penalize somebody for the game. But how do you penalize them for a game that hasn’t been played yet? It’s very unfair. You can’t do that.

So, yes, I asked for a review by FIFA. I spoke to a man who is highly respected, and by the way, whose level of respect has gone up tenfold.

[Hunter Biden @HunterBiden]

I hope everyone had a great 4th of July. I know @realDonaldTrump and family did.

250 years ago we declared independence from a king who ran the colonies as a family business. In just 18 months the Trumps have made King George look like an amateur.

A $620 million Pentagon loan, the largest in the program’s history, to a company Don Jr.’s firm bought into three months before.

An Air Force drone contract to a startup the princelings took public through a golf course company they own a piece of.

The Army’s largest drone motor order ever, to a company where Don Jr. sits on the board and holds millions in stock.

A $24 million Pentagon robotics contract to the company that employs Eric as Chief Strategy Advisor.

A stake in the largest undeveloped tungsten deposit on earth, in Kazakhstan, backed by $1.6 billion in US government support.

Jared’s fund seeded with $2 billion from the Saudi crown prince, now $6.2 billion, 99% of it foreign money from Gulf governments. Over $110 million in fees collected from the Saudis alone. He negotiates American foreign policy with the governments that pay him.

$2.3 billion from crypto ventures their father regulates. More than a million people bought in and lost $2.3 billion. The money didn’t grow. It simply moved from the subjects pockets to the crown’s coffers.

And the next one is already drafted. A proposed ATF rule that will allow guns to be shipped straight to your front door. The government’s own estimate is 3.3 million home gun deliveries a year. Don Jr. sits on the board of the online gun megastore built to cash in. He holds 300,000 shares.

And that’s only the fraction they’ve allowed us to see. Not one subpoena served. Not one search executed. Why hide anything when you own the investigators?

Me? They searched a laptop for six years. Federal prosecutors. Grand juries. Subpoena power. Congressional hearings. They found nothing. I made about $200k a year selling paintings when my Dad was President, and they made my paintings part of an impeachment inquiry.

For six years they’ve asked Where’s Hunter? What about the laptop?

Wrong questions. The right one is 250 years old. Does America belong to a family?

They’ve given their answer. Long live the King.

[Volodymyr Zelenskyy / Володимир Зеленський @ZelenskyyUa]

Today, our long-range sanctions against Russia for this war once again reached the Dubna space communications center in the Moscow region. This is a special satellite communications facility used, in particular, for reconnaissance and for coordinating the activity of Russia’s occupation contingent in Ukraine.

The distance from our state border to this facility is more than 500 kilometers. Recently, our Defense Forces of Ukraine already reached four such Russian centers, not only in the Moscow region but also in the Vladimir region. Step by step, we are implementing our plan of long-range sanctions and making it as difficult as possible for the aggressor state to carry out its invasion operations against Ukraine and the occupation of our territories. Relevant actions are also being prepared against other similar enemy facilities.

I thank our warriors for their accuracy! Glory to Ukraine!

[Anton Gerashchenko @Gerashchenko_en]

MEGA THREAD

I've wanted to put all the Russian regions that have gas shortages in one place.

I think there are a few missing, but still, the selection is impressive.

[Volodymyr Zelenskyy / Володимир Зеленський @ZelenskyyUa]

Since the start of the full-scale war, the Russian army has been given as many as 15 deadlines for capturing our Donetsk region. Russia’s political leadership remains obsessed with Donbas. They have entertained this delusion – that they would fully capture Donbas – 15 times already.

In 2022, the deadlines were March 31, then May 9, June 1, September 15, and December 31. In 2023, Putin set two more deadlines for capturing Donbas: March 1, and then, when that failed again, they moved it to December 31. In 2024, there were again two such deadlines.

In 2025, when the Russians tried to convince President Trump that Ukraine would supposedly fall, there were already three final dates for capturing the Donetsk region, namely, September 1, December 1, and December 25.

Already this year, the Russians have again pushed back the date for the capture of the Donetsk region. At first, they had set a deadline of March 31 of this year, then September 1, and now the deadline is December 31.

If Russia does not end its war, they will have to move this deadline again as well. If Putin wants to sacrifice another million of his soldiers to keep smashing against this wall, then the million Russians who have not yet been mobilized into the Russian army and are arguing in gas lines should think about what awaits them next.

[Tran Duy Long @tdlong_sd]

Lot of Vietnamese sees the same!

[Bill Hayton @bill_hayton]

The China-fication of Vietnam - by me. As the Vietnamese leadership targets massive growth, it's doing what China did ten years ago to entrench Communist Party orthodoxy: closing down different views of history, media pluralism and avenues for dissent...
https://t.co/xzqsx2rgC9

[Volodymyr Zelenskyy / Володимир Зеленський @ZelenskyyUa]

Today, no one on Earth can say that we are not fighting for Crimea or that we have forgotten about Crimea. Every day proves that Ukraine remembers every part of its land, every one of its people, and is truly fighting to ensure justice for our entire state and every integral part of it.

Russia brought its war to Ukraine, starting nowhere other than Crimea, and now, with our actions – medium-range sanctions against the Russian occupier, our long-range sanctions plan, and all other forms of pressure on the aggressor – we are doing everything to force Russia to end the war and restore justice. And it is Crimea that is at the center of this policy of ensuring justice. Russia turned Crimea into a launchpad for aggressive operations against other parts of our country and against other nations. For a very long time, Russia has tried to normalize its war – to make Ukraine, all of Europe, and the world accept that its aggression supposedly cannot be stopped and that justice supposedly cannot be restored.

Today, Ukraine is depriving Russia of this launchpad and drawing a line under its attempts to normalize war. And in doing so, we remember that justice for Ukraine also means justice for the Crimean Tatar people – a people forced to endure deportation and decades of oppression, a people who were able to return to their homeland, but whose home the Russians tried to steal again, a people who have preserved their vitality and remain an inseparable part of our society.

Today, as we honor the blue banner with the golden tamğa – this proud flag that unites the entire Crimean Tatar people – we affirm that Ukraine is fighting for itself and all its lands, defending justice for itself and all its people – for everyone who calls Ukraine and our Crimea their home. We must stop Russian aggression. We must bring freedom back to all those who are currently in Russian captivity. We must guarantee security and a reliable peace for the entirety of our state and all our people.

Qırımtatar Milliy Bayraq künü hayırlı olsun!

Glory to Ukraine!

[Sonnie Tran @tran_sonnie]

BOM TẤN VỀ THƯƠNG VỤ BÁN NHÀ MÁY VINFAST.

Do video khá dài vì tổng hợp tất cả những tiết lộ trước giờ và chưa tiết lộ. Nên mình sẽ tóm tắt các điểm mới so với những điều đã nói trước đây nhưng sẽ giúp mọi người hình dung ra ngay toàn cảnh.

1. CHỦ NỢ CỦA NHÀ MÁY THỰC SỰ LÀ TCB.

Mặc dù có nhiều chủ nợ khác nhau như DeustchBank, Barclays,... nhưng tất cả đều do TCB bảo lãnh. Nếu nhà máy VFTP mất khả năng trả nợ, thì TCB phải đứng ra trả 83.000 tỷ đồng.

2. NHÀ MÁY VFTP RƠI VÀO TÌNH TRẠNG MẤT KHẢ NĂNG TRẢ NỢ.

Theo báo cáo định giá Grant Thornton, dự phóng biên lợi nhuận của nhà máy sẽ là 1% nếu EV đạt 91% công suất. Tuy nhiên, chi phí vốn bình quân WACC của nhà máy tới 13,69%.

Hiểu đơn giản WACC là các khoản lãi từ vay tới kỳ vọng lợi nhuận của nhà đầu tư gộp lại. Bạn phải kinh doanh vượt qua mức này thì mới gọi là kiếm ra tiền.

Với tỷ lệ cổ đông cô đặc về ông Nam ở VFTP. WACC không khác gì mức lãi vay mà VFTP phải đạt được để trả nợ.

Nhưng với mức biên lợi nhuận dự phóng 1% năm 2030. Hay kể cả mức đảm bảo lợi nhuận 5% từ Vinfast cũng không thể nào đủ dòng tiền để VFTP có thể trả lãi.

Nói dễ hiểu, nhà máy Vinfast không bao giờ đủ lợi nhuận để bù chi phí xây dựng nó, bất kể chạy bao nhiêu ca hay sản xuất bao nhiêu xe.

Nói dân gian là nó rơi vào tình trạng nguy cơ vỡ nợ rồi.

3. THƯƠNG VỤ ĐỦ HÌNH THÁI CỦA MỘT VỤ SIẾT TÀI SẢN NGẦM.

Nhà máy mất khả năng trả nợ. Nếu TCB để vỡ nợ tự nhiên thì sẽ gây hiệu ứng rất tệ trên thị trường cũng như TCB phải trích lập nợ xấu tới 83.000 tỷ đồng. Nó sẽ gây sụp đổ cho báo cáo tài chính TCB.

Vì thế, TCB phải nhảy vào siết cái nhà máy một cách âm thầm. Nhưng với giá trị tài sản ròng là âm hơn 800 triệu USD. Chả có ai lại đi mua nhà máy cả.

Để hợp lý hóa, lúc này TCB mới dùng tới hợp đồng đầu tư SG Glory làm điểm xóa tín dụng đen và nâng "làm giá"

4. VAI TRÒ CỦA SG GLORY.

VFTP đầu tư 20.700 tỷ vào SG Glory. Ngược lại, SG Glory cam kết trả 90% lợi nhuận dự án tới 2029. Và hoàn trả vốn gốc 20.700 tỷ vào 2029.

Nhưng dự án SG Glory ko có gì đảm bảo đủ tiền. Nên nó phải cam kết lợi nhuận tối thiểu 20.800 tỷ tới 2029.

Do hợp đồng VFTP và SG Glory là hợp đồng hợp tác, ko mua tài sản. Vì thế, đây bản chất là một hợp đồng vay với lãi suất 25%/năm.

Đứng sau SG Glory là Masterise, TCB. Về lí thừa sức là vay vốn bằng trái phiếu chỉ với 11 - 12%/năm. Mức lãi suất 25%/năm là quá cắt cổ.

Có thể thấy, đây là một khoản bơm tiền trá hình cho VFTP để xóa tín dụng phá sản kỹ thuật.

Với 1,6 tỷ USD vào 2029 từ SG Glory, VFTP hoàn toàn có thể trả lại phần vay từ TCB để giảm tỷ lệ nợ vay xuống, "rửa sạch" tín dụng từ nguy cơ vỡ nợ sang tín dụng tốt để xoay vòng dòng vốn vay mới.

TCB cũng không phải trích lập dự phòng 83.000 tỷ đồng.

5. CÁC SỰ THẬT CHƯA HIỂN LỘ KHÁC TRONG VIDEO.

- Các thủ thuật làm giá từ tài sản ròng âm sang dương 106 triệu USD để đủ cớ đem bán.

- Thực chi "ròng" để TCB nắm nhà máy VFTP có giá trị hơn 2,6 tỷ USD là chỉ 125 triệu USD khi 10.000 tỷ (hơn 400 triệu USD) Vinfast nhận được và trả nợ cho Vingroup - VIG sẽ quay về cho nhà máy VFTP, lúc này đã thuộc về TCB thông qua ông Nam.

- Vinfast không thể có lời nếu không tăng giá vì với giá bán trung bình 2025 chỉ 429 triệu đồng/xe. Để hòa vốn sản xuất thì nhà máy VFTP phải ép giá sản xuất APC xuống 260 triệu đồng/xe, giảm hơn 40%. Đây là chưa bao gồm các chi phí khác như OpEx, marketing, nợ vay.

[Tran Duy Long @tdlong_sd]

You know which one is male, don't you?

[Tran Duy Long @tdlong_sd]

Damn right!

[Uri Israel @Israel2252]

Bill Maher on the Iran Deal: "The Emperor has no close

[Tran Duy Long @tdlong_sd]

LOL

[(((Tendar))) @Tendar]

It was only yesterday when I mentioned that it is only a question of time until Ukrainian forces will strike the pontoon bridge next to the Chonhar bridge, and it was already last night that it happened. At least two FP-1/2 drones struck the bridge.

Furthermore, parking trucks, the Russian checkpoint and the train bridge nearby were struck as well.

[Tran Duy Long @tdlong_sd]

Câu chuyện giáo viên tiếng Anh phải tóc vàng mắt xanh không chỉ ở VN! :(

[Governor Newsom Press Office (parody) @AwesomeNewsom]

American soldiers die in Trump's war, not a word from Donald. Gas and food prices skyrocket, not a word from Donald. People demand the Epstein files, not a word from Donald. But the minute you take his fat name off a building, Donald writes Mein Kampf for Morons.

[RobertFella 🇺🇸 🇺🇦 @Bonkavision5]

Too on point not to share. This is great, but too bad the Orange Felon’s enablers won’t let him see it.
This Australian's reply to #Trump's rant about “NATO not being there for America” is perfect.
"Mate. You run a country with 600,000 homeless people sleeping on the street tonight. A country where 40% of adults can't cover a $400 emergency without borrowing money. A country where insulin costs more than a car payment and people are rationing it to survive. A country where medical debt is the number 1 cause of bankruptcy. A country where women are dying in hospital car parks because doctors are too scared of abortion laws to treat a miscarriage.
You lock up more of your own citizens than any nation on earth. More than China. More than Russia. More than North Korea. The land of the free has 2 million people in cages, and a quarter of them haven't even been convicted of anything. They're just too poor to make bail.
Your life expectancy is going backwards. You're the only developed nation where that's happening. Your infant mortality rate is worse than Cuba's. Your kids do active shooter drills between maths and English while you sell the gunmaker's stock to your mates.
Your minimum wage hasn't moved in 15 years. You've got teachers working 2 jobs and veterans sleeping under bridges and you just spent a trillion dollars flattening a country that didn't attack you.
And you’ve got a convicted felon, adjudicating raping, paedophile protecting, porn star shagging insurrectionist running the biggest dumpster fire war campaign since the Taliban thanked you very much for losing again.
And you're calling Greenland poorly run?
Greenland has universal healthcare. Free education. One of the lowest incarceration rates in the world. Nobody goes bankrupt there because they got sick. Nobody dies in a waiting room because their insurance said no.
'NATO wasn't there when we needed them." When exactly was that, champ? September 11? Because NATO invoked Article 5 for the first and only time in history FOR YOU. Soldiers from dozens of countries deployed, fought, bled, and died in Afghanistan FOR YOU. Australia wasn't even in NATO and we still showed up. For 20 years.
And you pulled out at 2am without telling anyone and left them to deal with the mess.
So maybe before you start calling other countries poorly run, have a look at your own backyard, you spray-tanned aluminium siding salesman. The only thing poorly run in this picture is your f----- mouth."
- Tony Locke

[Volodymyr Zelenskyy / Володимир Зеленський @ZelenskyyUa]

Tonight, the Russians struck Kyiv and other Ukrainian cities and communities. The largest number of missiles was directed at the capital – at ordinary residential buildings, at schools; they burned down a food market, one of Kyiv’s oldest markets. The Russian strike effectively destroyed the Chornobyl Museum, damaged the National Art Museum and the building housing the office of Germany’s ARD. As of now, 69 people have been reported injured in the capital. Tragically, two people were killed in this senseless Russian attack. My condolences to everyone who has lost family members and loved ones.

I have already spoken with the President of France and the Prime Minister of Norway. There will be further communication with our partners today. I am grateful to everyone who is not staying silent about what Russia is doing. They are waging war solely against our people – against our memory, our history, and everything that makes up normal human life. It is important that Russia understands that they will be held accountable for all these crimes.

[Anton Gerashchenko @Gerashchenko_en]

The moment of one of today’s Russian strikes on Kyiv.

I can see that fewer and fewer people are reading news from Ukraine. I understand that on a Sunday morning, people don’t want to read about war. They want to sleep a little longer, drink good coffee, and sit in the sun. I understand that. The algorithms on X limit content about war, destruction, and suffering. You have to make an effort to even see this information.

All of this is understandable on a human level. But unfortunately, if you remove Putin and the war from your information feed, they do not disappear from reality.

Putin is a sadist and a maniac. He is a threat to all of humanity.

There needs to be active resistance. News from Ukraine needs to be shared. People need to keep their focus.

Despite a sleepless night, I’m still here. And I’m grateful to everyone who continues to stand with us.

One day, we’ll drink morning coffee together in a beautiful, peaceful Kyiv.