Daily Roundup: 24 November
Posts from 24 Nov 00:01 GMT to 24 Nov 23:59 GMT
Votes as of 25 Nov 19:13 GMT
Top 25 Informative + Helpful
Top 5 Authors - Informative + Helpful
Top 25 Loved + Liked
Top 5 Authors - Loved + Liked
Top 10 Funny
Top 5 Authors - Funny
Top 25 Total Positive Votes
Top 5 Authors - Total Positive Votes
Top 6 Disagree
Posts from 24 Nov 00:01 GMT to 24 Nov 23:59 GMT
Votes as of 25 Nov 19:13 GMT
Top 25 Informative + Helpful
| Author / Votes / Time (GMT) | Content Preview |
|---|---|
| ggr 45 | Link ➤ 24 Nov 19:21 | This question keeps coming up. So let's see if I can help to either clarify or further muddy the waters. There are three kinds of funds in the world: 1. Index funds, which (in the context of this discussion) track the S&P 500 index as exactly as possible. These funds have no discretion about what a... |
| JBRR 37 | Link ➤ 24 Nov 16:49 | some clarification from Shirley Meng on Elon's 50 cent comment. https://twitter.com/YingShirleyMen1/status/1331276061351452672?s=20 |
| Curt Renz 36 | Link ➤ 24 Nov 19:36 | Craig Johnson is a managing director and technical strategist at Piper Sandler (formerly Piper Jaffray). He was a regular guest of mine on my old TV show, and still sends me his newsletters. In early 2013 he recommended TSLA, which led to my first purchase at $38 ($7.60 post-split). Below is what C... |
| Curt Renz 35 | Link ➤ 24 Nov 21:17 | My Brokerage's Newsfeed - this afternoon: CFRA REITERATES STRONG BUY OPINION ON SHARES OF TESLA, INC. 1:43 pm ET November 24, 2020 (CFRA) Print We increase our 12-month price target by $100 to $650, implying a '22 P/E of 113x. Our adjusted EPS estimates remain $2.30 for '20, $3.50 for '21, and $5.7... |
| JBRR 31 | Link ➤ 24 Nov 16:46 | Source: EV-Volumes - The Electric Vehicle World Sales Database |
| JBRR 30 | Link ➤ 24 Nov 10:23 | {no text} |
| Artful Dodger 26 | Link ➤ 24 Nov 20:38 | Here is Call "Open Interest" x 100 (to represent # shares, not Contracts) through Christmas: Nov 27: 20,195,400 Dec 04: 6,284,200 Dec 11: 5,280,100 Dec 18: 24,616,400 Dec 24: 4,352,300 Dec 31: 2,892,500 We can see quickly that there is only elevated levels of shares subject to being 'Called' o... |
| generalenthu 26 | Link ➤ 24 Nov 19:43 | Volume is anemic and is not even sufficient for proper delta hedging to take place. I don't think any buying has started in earnest. A 35 point move needs perhaps about 55 million traded shares to facilitate delta hedging and as of this writing we have traded only 42 million shares. Interesting tim... |
| Todesbuckler 24 | Link ➤ 24 Nov 10:51 | Norway finally received a new car shipment. 112 Tesla registered yesterday compared to ~200 quarter-to-date. All Model 3 were LR from the US. Presumably, new SR Model 3 for Norway will be shipped from Giga Shanghai as well. Source: Tesla Registration Stats |
| FrankSG 23 | Link ➤ 24 Nov 16:25 | Don't disagree with any of this, except for the fact that you use present tense. TSLA volume is way too low right now for any of this to be currently going on. If there are buyers, it's definitely not anybody big. I think the main reason for the rise from $410 to $550 has been some speculation, and ... |
| Baumisch 22 | Link ➤ 24 Nov 12:12 | Thank you for uploading - I put it on my Youtube: UPDATE: Still being processed ... come on YT go go go ! |
| Curt Renz 20 | Link ➤ 24 Nov 23:33 | Despite TSLA's charge to record highs, ARK has not trimmed any of its TSLA shares since it last did so on Thursday. |
| Curt Renz 20 | Link ➤ 24 Nov 1:15 | No trimming of Tesla by ARK today despite the big up move. |
| UkNorthampton 18 | Link ➤ 24 Nov 12:08 | Tesla: Elon Musk verkündet neues Modell speziell für Europa und Batteriefabrik - WELT Elon could have asked me (even better, ask an Italian living in an ancient hilltop town). Just to note that Berlin has massive amount of space compared to many European cities & towns. Elon The Disruptor: "I was ... |
| JBRR 17 | Link ➤ 24 Nov 21:59 | *JAPAN CONSIDERS ADDITIONAL SUBSIDIES FOR EV PURCHASES, NHK SAYS |
| Buckminster 17 | Link ➤ 24 Nov 20:15 | 17 mins in Elon states Semi will use structural battery pack. Sounds like this change only (rather than chemistry) is what has delayed the Semi and most likely Roadster as it has an architectural impact. |
| Cherry Wine 15 | Link ➤ 24 Nov 18:36 | $65M in sell orders at $550. Don’t know what it was at earlier. EDIT: $40M. EDIT 10:44 AM PT: Sell orders at $550 are getting whittled down. $37.5M...order book starting to get buy-side heavy. This can always change on the fly though. EDIT 10:45 AM PT: Aaaaand it's gone. |
| Artful Dodger 15 | Link ➤ 24 Nov 1:08 | After-action Report: Mon, Nov 23, 2020: (Full-Day's Trading) Headline: "TSLA Jumps the Gate setting 4 New ATHs" Traded: $26,306,498,329.04 ($26.31B) Volume: 50,288,248 VWAP: $523.11 Close: $521.85 / VWAP: 100.48% TSLA closed ABOVE today's Avg SP TSLA MaxPain: $470 Mkt Cap: TSLA / TM $494.662B / ... |
| Buckminster 14 | Link ➤ 24 Nov 20:52 | Worth watching this. Radar seems to be able to pickup not only kerbs etc. but even painted lines all on it's own! Amazing redundancy. |
| Curt Renz 14 | Link ➤ 24 Nov 17:34 | Benzinga - 10 minutes ago: How The Biden Administration Could Benefit EV Players In The US Excerpt: Are Tax Incentives Ahead? Restoration of the EV tax credit for Tesla Inc is central to steepening the demand adoption curve for consumers in the U.S., Ives said. |
| FrankSG 14 | Link ➤ 24 Nov 14:54 | Check out NIO, XPEV, LI. All three are down significantly on huge volumes. TSLA seems slightly affected by this as well, but not nearly as severely. Macros are also down a tad since open. EDIT: Looks like there might be a further rotation away from growth/tech into stocks that benefit from vaccine... |
| JBRR 14 | Link ➤ 24 Nov 10:34 | Musk: 500KM range semi truck fully loaded is trivial |
| Causalien 13 | Link ➤ 24 Nov 10:00 | I can't turn off the analysis part of my brain. That person's tweets reads like his need to be right out weight his need to make money. Part of the reason why I've managed to side step disaster is that I am quick to admit to myself I am wrong. With no one to report to, I do not have to pamper my e... |
| Tes La Ferrari 13 | Link ➤ 24 Nov 10:13 | California allows companies to charge for autonomous car rides Just in time for the latest FSD beta release... |
| Curt Renz 12 | Link ➤ 24 Nov 18:28 | Electrek - this morning: Tesla Semi electric truck to have up to 621 miles of range, says Elon Musk - Electrek |
Top 5 Authors - Informative + Helpful
| Author | Top 5 Posts |
|---|---|
| JBRR 174 votes 17 posts 10.2 v/p | |
| Curt Renz 138 votes 7 posts 19.7 v/p | |
| Artful Dodger 63 votes 12 posts 5.3 v/p | |
| ggr 58 votes 6 posts 9.7 v/p | |
| FrankSG 41 votes 5 posts 8.2 v/p |
Top 25 Loved + Liked
| Author / Votes / Time (GMT) | Content Preview |
|---|---|
| Sancho 62 | Link ➤ 24 Nov 11:04 | I spoke to a lot of investment professionals over the years, and about 95% held a negative view of TSLA as an investment. Stunningly, that view persisted into the beginning of this year, despite everything that Tesla was achieving in plain sight. Any professional who got TSLA wrong really should b... |
| clmason 61 | Link ➤ 24 Nov 23:25 | I was not expecting 1100% gains back in 2011. Sharing this for education purposes: Sorry, I don't have anyone else to celebrate with besides you all. Congrats Team!!! |
| Curt Renz 57 | Link ➤ 24 Nov 21:00 | TSLA +6.4% Again, all-time intraday and closing highs. |
| Prunesquallor 52 | Link ➤ 24 Nov 16:00 | I would be on the outside looking in if not for : 1) My wife asking about Tesla cars back in Nov 2018 2) Me researching the car 3) Me buying M3 Dec 2018 4) Me finding this thread April 2019 5) Me investing starting in May 2019 6) Me very happy Nov 2020 |
| Krugerrand 39 | Link ➤ 24 Nov 14:04 | And the point everyone who thinks government to the rescue in Germany is that Tesla is about to become ‘German’. I continue to be amazed that there are still people ‘here’ stuck in a box of conventional thinking. As if the innovation and disruption and extraordinary accomplishments of Tesla only a... |
| Mike Smith 38 | Link ➤ 24 Nov 2:43 | Elon on Twitter: "FSD Beta 5 coming out in a few days. Improvement should be significant." https://twitter.com/elonmusk/status/1331062680921235456 |
| computerchuck 27 | Link ➤ 24 Nov 13:25 | Cheers to the longs |
| ZeApelido 25 | Link ➤ 24 Nov 17:24 | Today TSLA reached within $0.01 / share of me reaching a double 'naire. WTF can't believe this actually happened in 2020. |
| Cherry Wine 24 | Link ➤ 24 Nov 17:36 | Yeah dude. I was facing a margin call and had a brokerage balance of $13,000 in June of...could it really be, last year? To now holding over a million dollars. Boggles. The. Mind. |
| Tim S 23 | Link ➤ 24 Nov 16:43 | My advice... buy a Model Y now (especially if you are currently driving an ICE). It will be a while before you can test drive a Cybertruck. The Y will hold its value better than just about any car. It will be the best car you've ever owned. You will save a ton on gas. You can always trade it in for ... |
| StealthP3D 21 | Link ➤ 24 Nov 16:08 | There would be no point in doing that unless they just want to speculate like (presumably) they can do at any time. Different funds within a firm are comprised of different owners or holders of the fund. Every transaction needs to happen at current market rates. There are exceptions but that doesn't... |
| Artful Dodger 20 | Link ➤ 24 Nov 18:52 | HAMMER TIME! Cheers! |
| FrankSG 20 | Link ➤ 24 Nov 16:25 | Don't disagree with any of this, except for the fact that you use present tense. TSLA volume is way too low right now for any of this to be currently going on. If there are buyers, it's definitely not anybody big. I think the main reason for the rise from $410 to $550 has been some speculation, and ... |
| Artful Dodger 20 | Link ➤ 24 Nov 10:45 | Pre-Market High: $541.50 +19.65 +3.77% (05:33:02 AM) It seems pretty consistent that we're in a $20/day 'melt-up'. Cheers! |
| Nocturnal 19 | Link ➤ 24 Nov 20:28 | I'm beginning to go over my year end charitable donations. It's been such a great year for me financially I'll feel like a heel if I don't greatly ramp that up. |
| MC3OZ 19 | Link ➤ 24 Nov 4:47 | While I agree, there is a limit to what governments can do. They can't force customers, particularly overseas customers, to buy inferior cars at inflated prices. They can protect the local industry via tariffs and subsidies, but often the end result is the local industry becomes dependent, and a b... |
| Chunky Jr. 18 | Link ➤ 24 Nov 15:52 | I'm usually on the outside looking in on opportunities like TSLA. It's fun to be on the inside for once. |
| Causalien 18 | Link ➤ 24 Nov 10:00 | I can't turn off the analysis part of my brain. That person's tweets reads like his need to be right out weight his need to make money. Part of the reason why I've managed to side step disaster is that I am quick to admit to myself I am wrong. With no one to report to, I do not have to pamper my e... |
| RobStark 17 | Link ➤ 24 Nov 21:37 | New all time high and passing $500B in Market Cap calls out for reposting celebratory meme. |
| StealthP3D 17 | Link ➤ 24 Nov 21:45 | I think this video makes clear that FSD is on a robust path, not just a fancy parlor trick that appears to work but will fail whenever everything is not perfect. I was particularly impressed with the way it became more cautious and tentative when the various cameras were selectively blocked. This s... |
| FrankSG 17 | Link ➤ 24 Nov 1:40 | I wonder if the pace of the TSLA move-up has anything to do with buyers not wanting to get ahead of the upper bollinger band too much. I don't really trade on TA or anything, but I've noticed from @Papafox posts this year, that pretty much every run up did not get too far ahead of the upper bollinge... |
| Nocturnal 16 | Link ➤ 24 Nov 16:03 | We are watching game theory in practice. Many funds etc. want or need to buy the stock. If those buyers were able to cooperate and trust each other they would all buy slowly so as not to make the price spike and cost them more money. That works until one of them starts to get a little greedy (think ... |
| Paul_SF 16 | Link ➤ 24 Nov 14:36 | {no text} |
| Baumisch 16 | Link ➤ 24 Nov 12:12 | Thank you for uploading - I put it on my Youtube: UPDATE: Still being processed ... come on YT go go go ! |
| MartinAustin 15 | Link ➤ 24 Nov 13:58 | CNBC's coverage of Tesla... doh!!! 1) there is an EV wave and since Tesla is an TV stock, it's going up. Look at NIO. TSLA obviously caught up in that. 2) Elon Musk is now the world's 2nd richest man, wooo look at that. 3) does it make you nervous? it's so high... While completely silent on: 1) S&... |
Top 5 Authors - Loved + Liked
| Author | Top 5 Posts |
|---|---|
| StealthP3D 103 votes 16 posts 6.4 v/p | |
| Curt Renz 85 votes 7 posts 12.1 v/p | |
| JBRR 79 votes 17 posts 4.6 v/p | |
| Sancho 71 votes 2 posts 35.5 v/p | |
| Artful Dodger 70 votes 12 posts 5.8 v/p |
Top 10 Funny
| Author / Votes / Time (GMT) | Content Preview |
|---|---|
| ZeApelido 47 | Link ➤ 24 Nov 23:37 | I have calculated that if the current trend continues for the next 173 trading days, I will become the wealthiest person in the world. |
| AimStellar 45 | Link ➤ 24 Nov 11:58 | I downloaded and am fine ... except all my TSLA shares were liquidated and I now have a portfolio full of Nikola and Halliburton?? |
| TheTalkingMule 43 | Link ➤ 24 Nov 13:54 | I don't want to shock or upset any of you, but CNBC hasn't mentioned TSLA in it's "stocks making the biggest moves in pre-market" today. Unclear why. Perhaps it's just a clerical error? |
| JBRR 41 | Link ➤ 24 Nov 8:23 | "How do you end up the worlds 2nd richest man?" "Start as the richest man in the world and bet on Blue Origin" "how do you end up as the world 3rd richest man?" "Start as the richest and bet on hydrogen and porche taycan" |
| MC3OZ 40 | Link ➤ 24 Nov 21:56 | Converting to official units :-,TSLA is now up over 2.5 Gordons in the past week. |
| BlackS 31 | Link ➤ 24 Nov 20:54 | Being in tech myself, one silver lining to the pandemic has been to demonstrate beyond doubt that people CAN work from home effectively and efficiently --- except for TMC members on days like today |
| BlackS 25 | Link ➤ 24 Nov 23:04 | Found out why $TSLA is up AH....based on the pure ridiculousness of this article: Is Tesla About to Get Crushed by General Motors? I think GJ wrote this secretly and published it under someone else's name |
| Right_Said_Fred 24 | Link ➤ 24 Nov 11:24 | A total of 8 posts on colonoscopy were just flushed out. All it took was some laxative prep. Don't let your accounts get flushed out too. |
| rdalcanto 23 | Link ➤ 24 Nov 13:24 | Dude, do you want to get rich or not.... |
| ZeApelido 22 | Link ➤ 24 Nov 22:23 | Just remember, Adam Jonas' range for TSLA stock last year was $2 - $100. |
Top 5 Authors - Funny
| Author | Top 5 Posts |
|---|---|
| ZeApelido 132 votes 8 posts 16.5 v/p | |
| BlackS 91 votes 13 posts 7 v/p | |
| TheTalkingMule 62 votes 20 posts 3.1 v/p | |
| AimStellar 55 votes 3 posts 18.3 v/p | |
| JBRR 52 votes 17 posts 3.1 v/p |
Top 25 Total Positive Votes
| Author / Votes / Time (GMT) | Content Preview |
|---|---|
| Sancho 66 | Link ➤ 24 Nov 11:04 | I spoke to a lot of investment professionals over the years, and about 95% held a negative view of TSLA as an investment. Stunningly, that view persisted into the beginning of this year, despite everything that Tesla was achieving in plain sight. Any professional who got TSLA wrong really should b... |
| clmason 61 | Link ➤ 24 Nov 23:25 | I was not expecting 1100% gains back in 2011. Sharing this for education purposes: Sorry, I don't have anyone else to celebrate with besides you all. Congrats Team!!! |
| Curt Renz 59 | Link ➤ 24 Nov 21:00 | TSLA +6.4% Again, all-time intraday and closing highs. |
| ZeApelido 53 | Link ➤ 24 Nov 23:37 | I have calculated that if the current trend continues for the next 173 trading days, I will become the wealthiest person in the world. |
| ggr 53 | Link ➤ 24 Nov 19:21 | This question keeps coming up. So let's see if I can help to either clarify or further muddy the waters. There are three kinds of funds in the world: 1. Index funds, which (in the context of this discussion) track the S&P 500 index as exactly as possible. These funds have no discretion about what a... |
| Prunesquallor 53 | Link ➤ 24 Nov 16:00 | I would be on the outside looking in if not for : 1) My wife asking about Tesla cars back in Nov 2018 2) Me researching the car 3) Me buying M3 Dec 2018 4) Me finding this thread April 2019 5) Me investing starting in May 2019 6) Me very happy Nov 2020 |
| Mike Smith 49 | Link ➤ 24 Nov 2:43 | Elon on Twitter: "FSD Beta 5 coming out in a few days. Improvement should be significant." https://twitter.com/elonmusk/status/1331062680921235456 |
| AimStellar 48 | Link ➤ 24 Nov 11:58 | I downloaded and am fine ... except all my TSLA shares were liquidated and I now have a portfolio full of Nikola and Halliburton?? |
| MC3OZ 47 | Link ➤ 24 Nov 21:56 | Converting to official units :-,TSLA is now up over 2.5 Gordons in the past week. |
| Curt Renz 47 | Link ➤ 24 Nov 19:36 | Craig Johnson is a managing director and technical strategist at Piper Sandler (formerly Piper Jaffray). He was a regular guest of mine on my old TV show, and still sends me his newsletters. In early 2013 he recommended TSLA, which led to my first purchase at $38 ($7.60 post-split). Below is what C... |
| TheTalkingMule 47 | Link ➤ 24 Nov 13:54 | I don't want to shock or upset any of you, but CNBC hasn't mentioned TSLA in it's "stocks making the biggest moves in pre-market" today. Unclear why. Perhaps it's just a clerical error? |
| JBRR 47 | Link ➤ 24 Nov 8:23 | "How do you end up the worlds 2nd richest man?" "Start as the richest man in the world and bet on Blue Origin" "how do you end up as the world 3rd richest man?" "Start as the richest and bet on hydrogen and porche taycan" |
| JBRR 44 | Link ➤ 24 Nov 16:49 | some clarification from Shirley Meng on Elon's 50 cent comment. https://twitter.com/YingShirleyMen1/status/1331276061351452672?s=20 |
| JBRR 44 | Link ➤ 24 Nov 10:23 | {no text} |
| FrankSG 43 | Link ➤ 24 Nov 16:25 | Don't disagree with any of this, except for the fact that you use present tense. TSLA volume is way too low right now for any of this to be currently going on. If there are buyers, it's definitely not anybody big. I think the main reason for the rise from $410 to $550 has been some speculation, and ... |
| Krugerrand 42 | Link ➤ 24 Nov 14:04 | And the point everyone who thinks government to the rescue in Germany is that Tesla is about to become ‘German’. I continue to be amazed that there are still people ‘here’ stuck in a box of conventional thinking. As if the innovation and disruption and extraordinary accomplishments of Tesla only a... |
| BlackS 41 | Link ➤ 24 Nov 20:54 | Being in tech myself, one silver lining to the pandemic has been to demonstrate beyond doubt that people CAN work from home effectively and efficiently --- except for TMC members on days like today |
| Right_Said_Fred 39 | Link ➤ 24 Nov 11:24 | A total of 8 posts on colonoscopy were just flushed out. All it took was some laxative prep. Don't let your accounts get flushed out too. |
| Baumisch 38 | Link ➤ 24 Nov 12:12 | Thank you for uploading - I put it on my Youtube: UPDATE: Still being processed ... come on YT go go go ! |
| Curt Renz 37 | Link ➤ 24 Nov 21:17 | My Brokerage's Newsfeed - this afternoon: CFRA REITERATES STRONG BUY OPINION ON SHARES OF TESLA, INC. 1:43 pm ET November 24, 2020 (CFRA) Print We increase our 12-month price target by $100 to $650, implying a '22 P/E of 113x. Our adjusted EPS estimates remain $2.30 for '20, $3.50 for '21, and $5.7... |
| JBRR 33 | Link ➤ 24 Nov 16:46 | Source: EV-Volumes - The Electric Vehicle World Sales Database |
| Sancho 32 | Link ➤ 24 Nov 12:02 | For those of you just waking up, you’re not going to need to drink any coffee this morning. |
| Causalien 31 | Link ➤ 24 Nov 10:00 | I can't turn off the analysis part of my brain. That person's tweets reads like his need to be right out weight his need to make money. Part of the reason why I've managed to side step disaster is that I am quick to admit to myself I am wrong. With no one to report to, I do not have to pamper my e... |
| Artful Dodger 30 | Link ➤ 24 Nov 20:38 | Here is Call "Open Interest" x 100 (to represent # shares, not Contracts) through Christmas: Nov 27: 20,195,400 Dec 04: 6,284,200 Dec 11: 5,280,100 Dec 18: 24,616,400 Dec 24: 4,352,300 Dec 31: 2,892,500 We can see quickly that there is only elevated levels of shares subject to being 'Called' o... |
| generalenthu 29 | Link ➤ 24 Nov 19:43 | Volume is anemic and is not even sufficient for proper delta hedging to take place. I don't think any buying has started in earnest. A 35 point move needs perhaps about 55 million traded shares to facilitate delta hedging and as of this writing we have traded only 42 million shares. Interesting tim... |
Top 5 Authors - Total Positive Votes
| Author | Top 5 Posts |
|---|---|
| JBRR 305 votes 17 posts 17.9 v/p | |
| Curt Renz 224 votes 7 posts 32 v/p | |
| StealthP3D 173 votes 16 posts 10.8 v/p | |
| ZeApelido 170 votes 8 posts 21.3 v/p | |
| Artful Dodger 163 votes 12 posts 13.6 v/p |
Top 6 Disagree
| Author / Votes / Time (GMT) | Content Preview |
|---|---|
| TravelFree 16 | Link ➤ 24 Nov 19:01 | I need to sell some because Tesla is taking over my portfolios. I hold it in all my accounts. Need to decide what to invest the cash in. Thinking more NIO. My first sell limit is $580 too. |
| rdalcanto 2 | Link ➤ 24 Nov 23:53 | I would not be the least bit surprised if the stock goes from ~700-800 back to 450 after inclusion is complete. People who have been front running will take their profits and run. Shorts will pile on, etc. I hope it doesn't happen, but I'm mentally prepared for it and will be ready to trade for it (... |
| MikeAtkinson 2 | Link ➤ 24 Nov 21:38 | Probably more that it is using map data. An AI like this will spew out its best "guess" even when cameras are blocked, it would probably even give road outlines even with no sensor input. |
| trailhound 2 | Link ➤ 24 Nov 21:41 | Today's High / Low 52 Week High / Low 556.9 35.05 ▲ 6.72% 23,302,146 $521.85 559.99 / 521.20 $526 / $65.42 No 560 for you!!! So close.... |
| ZachF 2 | Link ➤ 24 Nov 13:12 | I was literally having this same thought last night! Great minds... |
| traxila 2 | Link ➤ 24 Nov 13:52 | Think people need to move away from the idea that governments ever need to pay their debts, specifically the ones that own printing presses. This is the kind of thing that only occurs when wars break out. And then you have other things to worry about. Have no doubt that bailouts are in the picture... |
