$Twitter (Delisted)(TWTR.US)$ Another rule Twitter can choose to enforce or not enforce at its discretion.

$Tesla(TSLA.US)$ Sure go buy a new car when you are struggling with higher gas and food prices. Buttigieg is such an elitist moron.

Morgan Stanley forecast $Ford Motor(F.US)$ EV unit sales will reach 150K in FY22 to rep 3.5% of Ford's volume, 473K units in FY25 to rep 11.5% of volume and 1.24M units by FY30 to rep 34% of volume.
$Tesla(TSLA.US)$ is now a frog in warming water.....tick, tick, tick, tick.

$Novavax(NVAX.US)$ has lagged rival developers of COVID-19 vaccines after the newly detected coronavirus variant Omicron sparked a rally across the subsector on Friday amid a market selloff.
The company shares underwent a brief trading halt previously after news emerged that regulators in India had sought additional data from the company’s partner there before a potential authorization for its vaccine named Covovax.
The Drugs Controller General of India (DCGI) had noted that Covovax also called NVX-CoV2373 had not yet been cleared in its country of origin, Business Standard, reports.
While FDA has yet to authorize the protein subunit vaccine against COVID-19, Novavax has already won the Emergency Use Authorization (EUA) for the vaccine in both Indonesia and the Philippines.

$Tesla(TSLA.US)$ If you draw a simple linear regression line on the closing price, it is not only sloping =>upwards<= long term, but it is sloping more steeply =>upwards<= recently.
Presently it does have a range of $140, that is, +/- $70 around the closing mean and Elon needs to sell about another 8 million shares to get his 10%, but that deal was structured in early September as a 10b sale, most likely to raise cash for his $15 BILLION 53% tax hit for when he realizes his 23.7 Million shares at $6.234/share from August, 2012 compensation package, but Elon will end up with about 10 MILLION _more_ shares.
Happy Thanksgiving and happy investing, I definitely am, and sincerely thank shorts for my portion of the $60 BILLION they have given the longs
Cheers

Fintech Ant Group's $Alibaba(BABA.US)$ valuation is said to have been cut by 15% to below $200B by major investor Warburg Pincus.
Private equity firm Warburg Pincus, who was a large investor in Ant's 2018 fundraising, cut the company's valuation to $191B at end of September from $224B at the end of June, according to a Reuters report, which cited sources. The report also said there are signs that Ant's planned IPO won't be happening anytime soon.
Warburg changed its valuation methodology for the fintech giant, citing “regulatory developments and the impact of ongoing restructuring," according to Reuters.
Ant Group was ordered by Chinese regulators to restructure into a financial holding company, and Alibaba, which holds Ant Group stake, had to pay a record $2.75B antitrust fine in April.
Last year, Ant was valued at $315B ahead of its blockbuster IPO dual listing, which regulators pulled at the last minute in November. In May, Fidelity cut Ant Group's valuation to $144B implied valuation from its $300B heights.
Separately, the WSJ reported earlier that Ant has set up a new consumer finance company and has folded its credit business into the new entity as part of Ant's restructuring efforts aimed at appeasing Chinese authorities.
Ant Group director Fred Hu told Nikkei in July that he expected that the company will be able to resume its suspended IPO "before too long."
Earlier this week, Alibaba, Baidu among decliners in wake of Chinese government fines.

$Tesla(TSLA.US)$ Tesla first introduced personal auto insurance in California in 2019 through State National Insurance. More recently, the company took the next step forward in its insurance journey by offering personal auto insurance in Texas through the underwriting company Redpoint County Mutual Insurance. It's important to note that Tesla isn't an underwriting company, it is partnering with underwriting companies to offer its product under the Tesla Insurance name.
The premium is determined based on what vehicle you drive, your provided address, how much you drive, and what coverage you select. The company is not using traditional variables like credit, age, gender, and claim history to price their insurance. With Texas, Tesla also introduced their UBI program called the Safety Score as an additional factor in determining premium.
The Safety Score is based on driving behavior and assigns the driver a score from 0 to 100 based on five safety factors:
1. Forward Collision Warnings per 1,000 Miles: Audible and visual alerts provided to the driver in situations where a possible collision could occur due to an object in front of the vehicle. Maintaining a safe distance and paying attention to the traffic around you helps improve your score.
2. Hard Braking*: Defined as a decrease in the vehicle’s speed larger than 6.7 mph, in one second. Despite the definition, I think we all know what hard braking is. The Safety score can be improved by engaging the brake pedal early when slowing down, coming to a stop, or reacting to a change in the environment.
3. Aggressive Turning*: Defined as an increase in vehicle’s speed to the left/right greater than 8.9 mph, in one second. Again, we all know aggressive turning when we see it. The Safety Score can be improved by turning, changing lanes, or rounding a corner gradually instead of aggressively.
4. Unsafe Following*: Tesla vehicles measure their own speed, the speed of the vehicle in front of them and the distance between the two vehicles. Based on these measurements, Tesla calculates Headway, or the number of seconds you would have to react and stop if the vehicle in front of you came to a sudden stop. Unsafe following is the proportion of time where your vehicle’s headway is less than 1.0 seconds relative to the time that your vehicle’s headway is less than 3.0 seconds. Unsafe following is only measured when your vehicle is traveling at least 50 mph. The Safety Score can be improved by not tailgating or driving close to the vehicle in front of you so you have enough time to react.
5. Forced Autopilot Disengagement: If you remove your hands from the steering wheel during Autopilot, an audio and visual warning is sent to the driver. Three of these warnings result in Autopilot system disengagement for the remainder of a trip.
*Not factored into the Safety Score formula when on Autopilot
These factors are measured directly by the Tesla models using various sensors on the vehicle and Autopilot software. Although this is a significant step forward in Tesla’s insurance journey, The Safety Score isn’t something that’s new.
Many major U.S personal auto insurers have introduced optional UBI programs that assign a score to the driver. Nonetheless, there are a couple of meaningful items that differentiate Tesla.
Some of the factors introduced by Tesla in Texas are different to what other insurance carriers have. For example, Progressive doesn’t have forward collision warnings or unsafe following as factors. On the other hand, Progressive includes late night driving and driving less overall as factors within their UBI program. Tesla is likely to introduce new factors and tweak existing factors within the Safety Score as more data becomes available.
Unlike other major carriers, Tesla doesn't require and additional device to be installed in the vehicle to capture driving behavior. Tesla uses specific features within the vehicle to evaluate premium based on actual driving.
The Safety Score is updated daily to provide real-time feedback on driving safety. The daily Safety Scores are combined (up to 30 days) to provide a premium based on the months’ driving activity. Below is an example of how the premium could change based on the score by month. Traditional insurance carriers don’t offer daily updates and change in premiums by month. Instead, it’s typical to have a monitoring period of 6 months before receiving a score and change in premium.
Based on the introduction of the Safety Score and partnership with Repoint Insurance, Tesla Insurance is the cheapest option for full coverage in Texas.
Lastly, and most importantly, the company will be able to leverage first party data to predict collision frequency due to the technology within Tesla cars. Other insurance carriers will likely have to partner with different manufacturers to capture data within cars at the point of sale, Tesla already has first party data.
CFO, Zachary Kirkhorn, explained:
At Tesla, because our cars are connected, because they are essentially computers on wheels, there's enormous amounts of data that we have available to us to be able to assess the attributes of a driver who's operating that car, and whether those attributes correlate with safety.
We've been able to go back and analyze that data and we've learned 2 things coming from that. The first is that the probability of collision for a customer using safety score versus not is 30% lower. That's a pretty big difference.
It means that the product is working and customers are responding to it. The second thing that we've looked at is what is the probability of collision based upon actual data as a function of a driver safety score. And that is aligning with our models. Most notably, if you're in the top tier of safety compared to lower tiers, there's multiplex difference in probability of collision based upon actual data.
Tesla is looking at hundreds of different variables and billions of miles of driving history to predict loss frequency and price each risk individually. The dataset will continue to grow and get better as Tesla sells more cars and as people drive more. Tesla is planning to launch personal auto insurance in every major market in which they have cars.

$Apple(AAPL.US)$ Is this the Israeli version of   $Palantir(PLTR.US)$?
Funny thing PLTR's CEO talking about nationalism 🤣🤣🤣
As other have noted, this will not go far as the company spies for powerful governments.

This piece of gar**ge called $Roku Inc(ROKU.US)$ is hyped beyond few hundred years of human insanity.
And the more decently conceptualized and executed competition offers are on the rise eating this for dinner.
This along with $Peloton Interactive(PTON.US)$ were my biggest short wins.
Keep the insanity going folks.

"Regulation is coming to the crypto markets, but it will be a slow, measured process," writes Rosenblatt analyst Sean Horgan in a note summing up the firm's first two discussions with former markets regulators.
Brett Redfearn, former director of Division of Trading & Markets at the SEC and former head of capital markets at $Coinbase(COIN.US)$, and Dorothy DeWitt, former director of the CFTC's Division of Market Oversight and former VP and general counsel for Business Lines and Markets at Coinbase were the first two speakers in a series on cryptocurrency regulation.
Both thought it unlikely that the government would create a new federal regulator for cryptocurrency, as Coinbase has suggested, given that would be the most costly option. Redfearn expects that the SEC may get the mandate due to its sway on Capitol Hill and its investor protection focus.
DeWitt sees the potential for the Treasury and banking regulators overseeing stablecoin, while the SEC or CFTC may get oversight of non-stablecoin areas.
She expects stablecoin issuers will be treated like banks with heavy regulation going forward, given the proposals from the President's Working Group on Financial Markets earlier this month.
Redfearn suggests that larger banks need to delve into adopting crypto assets because of the threat from decentralized finance applications moving finance out of the banks and into the hands of individuals, who are trying to disintermediate banks, Horgan said.
He said that companies resisting regulatory changes may "capture more market share in the short term, but those who are proactive as they anticipate regulation will benefit in the long term," according to Horgan's note. The analyst sees that as benefiting $Robinhood(HOOD.US)$ and a negative for Coinbase, $Tether(USDT.CC)$, and BlockFi.
The two former regulators also discussed the potential for stricter regulations on payment for order flow (PFOF), which would affect stocks like Robinhood and $Virtu Financial(VIRT.US)$.
Redfearn expects crypto PFOF to be handled separately from equity and options PFOF. Most of the focus currently appears to be on equity PFOF; that's a positive for Robinhood, Horgan said, as its revenue from equity PFOF is shrinking as a percentage of its PFOF revenue.
In August, SEC Chairman Gary Gensler said a full ban on PFOF was on the table.
In crypto news today, U.S. banking regulators will focus on custody, trading, stablecoins in crypto sprint
$Bitcoin(BTC.CC)$ $Dogecoin(DOGE.CC)$ $Ethereum(ETH.CC)$