The CCP’s 15th Five-Year 2026–2030 Plan no longer lists new energy vehicles as a strategic industry. They basically declared them global winners. The problem? Chinese OEMs won’t benefit from past domestic subsidies such as tax incentives. And it seems to show already. https://t.co/OupOxldmxo
Original source ↗  |  February 01, 2026 at 20:33 UTC  |  Twitter - @burggrabenh

Here are the actionable trade ideas extracted from the tweets:

IDEA [3] TICKER: SPY (or broad market index) DIRECTION: short/avoid THESIS: A government shutdown is expected to lead to market "ugliness" due to trapped liquidity in the TGA, suggesting further downside for equities. SPEAKER: @raoulgmi TIMEFRAME: short-term

IDEA [8] TICKER: SPY (or US equities) DIRECTION: short/avoid THESIS: If Warsh implements Quantitative Tightening (QT), it removes the Fed put, significantly increasing left tail risk for US equities. SPEAKER: @humacapital TIMEFRAME: medium-term

IDEA [9] T

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