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B Graham Disciple Profile
B Graham Disciple

@bgrahamdisciple

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13,502
Following
202
Media
3,963
Statuses
23,988

I am a trader and investor with over 25 years of experience in the securities industry, mostly in equities and options. Xitter sucks; Threads rules.

bgrahamdiscipleAtThreads
Joined March 2018
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@bgrahamdisciple
B Graham Disciple
4 months
Better hurry. Everyone’s leaving.
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@bgrahamdisciple
B Graham Disciple
1 year
My son, who is a software engineer, just told me that people who know software just had their Elon Musk realization.
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@bgrahamdisciple
B Graham Disciple
1 year
@tesla_tex My son is ahead of Elon in the all important category of SEC securities fraud enforcement actions: Elon Musk: 1 My son: 0
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@bgrahamdisciple
B Graham Disciple
17 days
This if f—-ing brilliant
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@bgrahamdisciple
B Graham Disciple
1 year
@70ChevyNova I agree with you, except the part about Elon being smart. He is skilled at deception. That is all.
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@bgrahamdisciple
B Graham Disciple
1 year
My son said that the comments on SWE Reddit are blistering.
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@bgrahamdisciple
B Graham Disciple
1 year
@MarkCryptoWolf @ttmygh View from my vacation lodging. How about yours?
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@bgrahamdisciple
B Graham Disciple
1 year
@skip_intro Don’t worry; I will hand out tissues in case any of them need to clean up after servicing Elon.
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@bgrahamdisciple
B Graham Disciple
1 year
@FlourishingWeee No, I haven’t. My son’s IQ and SWE skills are both off the charts.
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@bgrahamdisciple
B Graham Disciple
2 years
Especially proud to be short $TSLA today.
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@bgrahamdisciple
B Graham Disciple
1 year
@justAfanDavid @AndrewMohawk Meh. The rockets seem fine. The capital raising by SpaceX, now that is world class.
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@bgrahamdisciple
B Graham Disciple
3 years
$TSLA stock chart is now forming the deadly Cybertruck pattern.
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@bgrahamdisciple
B Graham Disciple
1 year
@cachetrophy @tesla_tex I am using Elon for profitable trades and for laughing at his stupidity and misfortune.
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@bgrahamdisciple
B Graham Disciple
1 year
@rbernier22 @70ChevyNova I’m dead serious.People assume he’s smart because he’s made a lot of money. If you listen to him talk with an open mind &/or about a topic in your area of expertise, you will realize that he isn’t exceptionally smart. He says more idiotic things per minute of speaking than most.
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@bgrahamdisciple
B Graham Disciple
2 years
Pro tip: Companies that genuinely expect to grow revenues 50% annually for many years to come do not lay off 10% of their workforce.
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@bgrahamdisciple
B Graham Disciple
2 years
Check out Cathie Wood’s top 10 positions in $ARKK and compare her cost basis v. current price. 🤡
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@bgrahamdisciple
B Graham Disciple
1 year
Remember that time Rolex cut prices 20% to crush Seiko? Yeah, me neither.
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@bgrahamdisciple
B Graham Disciple
1 year
@Ada68399816 Yes. Yes I am.
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@bgrahamdisciple
B Graham Disciple
6 months
Elon Musk: Tesla’s Q3 sucked because of the economy The Economy: 4.9% GDP growth in Q3
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@bgrahamdisciple
B Graham Disciple
1 year
Elon Musk this morning:
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@bgrahamdisciple
B Graham Disciple
1 year
@phoenixman78 @tesla_tex My son is way ahead of Elon at the same age (minus the diamond mine money).
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@bgrahamdisciple
B Graham Disciple
2 years
Fun fact: The number of Tesla shares sold by Elon Musk in the last 9 months is greater than the current short interest in Tesla stock.
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@bgrahamdisciple
B Graham Disciple
4 years
Elon Musk just went all in with this hand:
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@bgrahamdisciple
B Graham Disciple
1 year
@Ben_Jones88 I have respect for SpaceX engineers, just not pretendgineer Elon.
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@bgrahamdisciple
B Graham Disciple
1 year
@Lifemishaps85 @MarkCryptoWolf @ttmygh That was my lodging last week. Live view from my lanai right at this moment:
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@bgrahamdisciple
B Graham Disciple
2 years
I ran my neural net on data from yesterday’s Tesla AI day and here are the results:
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@bgrahamdisciple
B Graham Disciple
1 year
True story: In my family, it is a running joke that I refuse to park near Tesla cars because they might ignite. My kids will often give me a hard time if there is a Tesla within 10 or 20 yards of my chosen parking spot.
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@bgrahamdisciple
B Graham Disciple
1 year
@binyamintoo @justAfanDavid @AndrewMohawk Give me as many billions as Elon raised and I could launch rockets too.
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@bgrahamdisciple
B Graham Disciple
2 years
I rolled up my sleeves & compiled this list of Tesla insiders who have taken advantage of the 40+% price drop & purchased Tesla stock in the open market in the past year. This list reflects the confidence management has in the company’s prospects.
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@bgrahamdisciple
B Graham Disciple
5 years
@boriquagato @TeslaCharts Being short $TSLA is like living in a neighborhood where everyone thinks piles of dog shit are worth hundreds of dollars each, I keep saying that dog shit is worth zero, and all my neighbors keep saying the dog is a shitting genius and dog shit price bro. 💩
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@bgrahamdisciple
B Graham Disciple
4 years
My 18 yo son recently opened his 1st trading account & bought a few stocks. Yesterday, I told him not to get discouraged. He responded: Last week, I sold all my positions and bought puts on 3xNasdaq etf. I am doing great. I can’t decide if I should be proud or terrified. 🤷🏻‍♂️
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@bgrahamdisciple
B Graham Disciple
2 years
My Tesla/Elon Spidey senses are flashing a 🚨: 1. No Elon tweets for a few days. 2. Special K flight to Teterboro. 3. Weird layoffs. 4. Gigantic money furnace comment. 5. Berlin problems. 6. Q2 debacle. 7. Birth rate nonsense.
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@bgrahamdisciple
B Graham Disciple
1 year
Fun fact: Elon Musk dumped billions in Tesla stock on Dec 12. Q4 deliveries were well below expectations, after numerous price cuts. Insider trading secured?
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@bgrahamdisciple
B Graham Disciple
1 year
Remember that time a chart that looked like this didn’t complete the mountain? Yeah, me neither.
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@bgrahamdisciple
B Graham Disciple
2 years
Soon, Elon Musk will slap a Tesla logo on this, jam it in a tunnel, and then invent it.
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@bgrahamdisciple
B Graham Disciple
2 years
Ha! Even crypto bros are making fun of Elon now.
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@bgrahamdisciple
B Graham Disciple
2 years
Elon Musk and Tesla are going to get smacked by the SEC. Time stamp it. IMO, Musk’s letter to the court today is meant to pre-empt an investigation by the SEC that is not going well for Musk and Tesla.
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@bgrahamdisciple
B Graham Disciple
2 years
Part-time CEO, who often works remotely, chastises employees for working remotely and not being in the office full-time.
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@bgrahamdisciple
B Graham Disciple
2 years
My translation of Elon’s tweets this morning: I can walk away from Twitter without paying breakup fee. If you sue me, I will show how your communications were fraudulent, and that was the reason I backed out. Lets do the deal at a MUCH lower price.
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@bgrahamdisciple
B Graham Disciple
1 year
Tell me you have billions in floating rate loans without telling me
@CNBC
CNBC
1 year
Elon Musk says the Fed must cut rates ‘immediately’ to stop a severe recession
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@bgrahamdisciple
B Graham Disciple
4 years
Dear Friday me, Those put options were not, in fact, way too expensive. Sincerely, Today me
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@bgrahamdisciple
B Graham Disciple
2 years
Duh! Elon Musk made another 69 joke by selling $6.9 billion worth of stock. Enjoy the laugh bag holders! Elon is laughing at your expense.
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@bgrahamdisciple
B Graham Disciple
7 months
Here is clear and convincing evidence that Tesla faked this robot video. I wonder if any reporters or prosecutors will notice.
@fly4dat
fly4dat
7 months
$TSLA has invented horizontal gravity. (25% speed, at about 0:0:40 in the original video)
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@bgrahamdisciple
B Graham Disciple
1 year
Prediction: Tesla will have only a brief window to sell Cybertrucks before everyone realizes that the exterior stains up faster than Elon’s washcloth.
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@bgrahamdisciple
B Graham Disciple
2 years
I am old enough to remember when Elon Musk said he was done selling stock 4 months ago.
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@bgrahamdisciple
B Graham Disciple
1 year
My 2023 Predictions: 1. Elon Musk will sell more TSLA in ‘23 2. Cathie Wood retires 3. Gary Black dumps TSLA 4. SEC brings enforcement action against Elon 5. Kimbal dumps TSLA (easy one) 6. Twitter suffers outage >2 hours 7. Twitter needs bailout to avoid default on debt
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@bgrahamdisciple
B Graham Disciple
3 years
If Elon Musk wanted to make a clear and strong statement urging people not to abuse Tesla autopilot, he could easily do so. He has chosen not to to do so and has a lot of blood on his hands as a result.
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@bgrahamdisciple
B Graham Disciple
3 years
Here is my analysis of SEC v Elon Musk and Tesla, in light of yesterday’s WSJ story. Truly extraordinary and unprecedented events. I have spent more than a couple of decades working as a securities lawyer, so I know a few things about how the SEC operates and thinks. Enjoy!
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@bgrahamdisciple
B Graham Disciple
2 years
For those who are having trouble understanding Elon Musk’s crocodile tears for not being invited to the White House:
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@bgrahamdisciple
B Graham Disciple
1 year
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@bgrahamdisciple
B Graham Disciple
1 year
Elon sold a mere 4.7% of the volume traded over 3 days and the stock dropped by 12.3%. I assume he likely wanted to sell more, but the stock couldn’t handle it because the exit door was too crowded.
@bgrahamdisciple
B Graham Disciple
1 year
My prediction: Elon Musk’s total TSLA sales this week will exceed $10 billion.
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@bgrahamdisciple
B Graham Disciple
2 years
This is a blatant violation of Elon Musk’s settlement with the SEC, which expressly prohibits him from denying liability.
@garyblack00
Gary Black
2 years
2/ Musk insists funding was secured when he announced that he planned to take $TSLA private. “I was forced to concede to the S.E.C., unlawfully,” Mr. Musk said. “I was forced to admit that I lied to save Tesla’s life, and that’s the only reason.”
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@bgrahamdisciple
B Graham Disciple
2 years
Fun fact: When Elon loses the Twitter case and the judge orders him to close the deal, Elon will effectively end up paying Twitter’s enormous legal bills and will own a company that is much worse off because of his baseless attacks and tactics.
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@bgrahamdisciple
B Graham Disciple
27 days
This is what you do when your stack of chips is dwindling
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@bgrahamdisciple
B Graham Disciple
3 years
Who did this? @ChrisBloomstran
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@bgrahamdisciple
B Graham Disciple
2 years
I am old enough to remember when Tesla supposedly had over 1 million Cybertruk reservations and was staffing up and building factories to manufacture them.
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@bgrahamdisciple
B Graham Disciple
10 months
I am beginning to think that this Elon Musk fellow isn’t the most honest person.
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@bgrahamdisciple
B Graham Disciple
3 years
Hey Cathie, remember that time bonds lost 25% of their value in 7 days? Yeah, me neither.
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@bgrahamdisciple
B Graham Disciple
2 years
H/T to those who correctly concluded that Elon Musk’s anti-remote work email was an effort to get Tesla employees to quit in order to reduce severance costs.
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@bgrahamdisciple
B Graham Disciple
4 years
Inspired by the SpaceX capsule docking with the ISS this weekend, a Tesla Model 3 uses its cutting edge autopilot software to dock with a tractor trailer.
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@bgrahamdisciple
B Graham Disciple
3 years
Fact Check: True
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@bgrahamdisciple
B Graham Disciple
2 years
This is quite the McDonalds pattern on the BTC chart.
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@bgrahamdisciple
B Graham Disciple
2 years
It is such a weird coincidence that $ARKK is trailing QQQ by over 60% since Bill Hwang blew up.
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@bgrahamdisciple
B Graham Disciple
1 year
@Broomba50 210K likes and counting.
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@bgrahamdisciple
B Graham Disciple
2 years
I thought this might help explain the latest developments in SEC v. Elon Musk:
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@bgrahamdisciple
B Graham Disciple
1 year
Sir, you have the largest margin loan in history.
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@bgrahamdisciple
B Graham Disciple
4 years
Knee pads.
@PollsTesla
Tesla Polls
4 years
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@bgrahamdisciple
B Graham Disciple
1 year
I hadn’t paid much attention to Elon’s margin loan for a long time because he was so far from a margin call, but someone nudged me to take a look. Here is a quick analysis. Musk could be pretty close to a margin call.
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@bgrahamdisciple
B Graham Disciple
9 months
Elon is such a loser.
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@bgrahamdisciple
B Graham Disciple
3 years
$TSLA stock has now entered the dreaded sad Snoopy pattern.
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@bgrahamdisciple
B Graham Disciple
1 year
Coming soon:
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@bgrahamdisciple
B Graham Disciple
2 years
Here is my list of Tesla catalysts for 2022: Jan: Fraud Feb: Fraud Mar: Fraud Apr: Fraud May: Fraud June: Fraud July: Fraud Aug: Fraud Sept: Fraud Oct: Fraud Nov: Fraud Dec: Fraud
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@bgrahamdisciple
B Graham Disciple
2 years
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@bgrahamdisciple
B Graham Disciple
3 years
What an amazing coincidence that Goldman Sachs just recently upgraded Tesla to a buy rating.
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@bgrahamdisciple
B Graham Disciple
6 months
Extremely concerning
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@bgrahamdisciple
B Graham Disciple
4 months
This Tesla video is more fake than Tesla’s accounts receivable. Check out the self moving shirt (easily seen thanks to my pausing & rewinding). Did Tesla hire the claymation team from Wallace & Gromit?
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@bgrahamdisciple
B Graham Disciple
2 years
I guess the lesson we are all supposed to learn from regulators is that rolling a truck down a hill for a promotional video is prohibited, but this crap is fine:
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@bgrahamdisciple
B Graham Disciple
1 year
Rehab secured
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@bgrahamdisciple
B Graham Disciple
2 years
Holy crap. It’s not the years, it’s the mileage.
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@bgrahamdisciple
B Graham Disciple
2 years
Elon sounds like a tired and increasingly lazy fraudster.
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@bgrahamdisciple
B Graham Disciple
2 years
I wonder what the odds are that other women come forward to accuse Elon Musk of sexual misconduct.
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@bgrahamdisciple
B Graham Disciple
2 years
Elon: I want to buy your house. [Owner]: Ok, but only if you waive the right to inspect for termites. Elon: Done! [Owner]: Great, we have a deal. … Elon: I THINK THIS HOUSE HAS TERMITES! I DEMAND TO DO A FULL AND COMPLETE TERMITE INSPECTION! [Owner]: No. PS. You are a 🤡
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@bgrahamdisciple
B Graham Disciple
2 years
Pro tip: Manufacturing companies that expect to grow 50% annually for many years do NOT layoff employees.
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@bgrahamdisciple
B Graham Disciple
2 years
Cathie Wood at the office today:
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@bgrahamdisciple
B Graham Disciple
1 year
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@bgrahamdisciple
B Graham Disciple
2 years
March 14: Elon Musk acquires over 5% of TWTR. March 24: 13G filing was due. March 25: Musk poll about Twitter. Consequences “important.” Apr 4: Musk files 13G 11 days late. Claims he is passive despite clear intent to influence Twitter management.
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@bgrahamdisciple
B Graham Disciple
2 years
Never Interfere With an Enemy While He’s in the Process of Destroying Himself.
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@bgrahamdisciple
B Graham Disciple
2 years
If I die under mysterious circumstances, it’s because Tesla’s stock price crashed, and I had a stroke from laughing too hard.
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@bgrahamdisciple
B Graham Disciple
7 months
Everything you need to know about Tesla in 1 chart (operating margin since Q322)
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@bgrahamdisciple
B Graham Disciple
1 year
@garyblack00 @elonmusk How can you claim “As we expected” when you tweeted yesterday that it was “hard to fathom” that Elon would sell at this low valuation?
@garyblack00
Gary Black
1 year
$TSLA -4% lower today vs NDX +1% with 176M volume almost 2x normal. Much speculation Elon selling TSLA shares again before 4Q trading window closes Fri until end of Jan. Hard to fathom Elon would sell $TSLA at near all-time low 28.8x forward P/E (record low 28.6x 1/25/2019).
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@bgrahamdisciple
B Graham Disciple
2 years
Fun fact: Elon Musk decided that owning Twitter stock was a better investment than owning Tesla stock.
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@bgrahamdisciple
B Graham Disciple
1 year
I am old enough to remember the last two times Elon Musk said he was done selling Tesla stock.
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@bgrahamdisciple
B Graham Disciple
2 years
Recap: Elon Musk filed his TWTR 13G 11 days late, it had the wrong # of shares, he failed to answer Item 3, & he was obligated to instead file a Form 13D. Other than that, he handled his obligations perfectly. I am sure Twitter’s Legal department can’t wait to work with Elon.
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@bgrahamdisciple
B Graham Disciple
4 years
Great job this week everyone. Excellent FUD all around. It is now time to give out the weekly award for the most valuable member of team $TSLAQ. This week, the award goes to Elon Musk. 👏👏👏
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@bgrahamdisciple
B Graham Disciple
3 years
For those amazed at the sight of LIQUID stocks getting blown out Friday due to the Hwang blowup, imagine what it would look like if Cathie Wood ever had to blow out of Ark’s large collection of illiquid positions.
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@bgrahamdisciple
B Graham Disciple
2 years
I would bet a lot of money that the Musk brothers and Tesla will receive SEC subpoenas by the end of this week.
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@bgrahamdisciple
B Graham Disciple
3 years
Jerome Guillen knows. He has filed to sell over $100 million of Tesla stock in the past week. Remember that time someone sold $100 million of stock right before a massive technological breakthrough? Yeah, me neither.
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@bgrahamdisciple
B Graham Disciple
1 year
Remember that time a CEO and controlling shareholder dumped stock at the 52 week low and it was bullish? Yeah, me neither.
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@bgrahamdisciple
B Graham Disciple
17 days
@Saint_IagoArt I hate to break it to you, but I have been laughing really hard all day today. My abs are getting sore.
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@bgrahamdisciple
B Graham Disciple
3 years
Breaking News: Jonas raises his Tesla price target from $540 to whatever-it-takes-to-get-Morgan-Stanley-a-piece-of-next-cap-raise (or $810). Jonas values Tesla Insurance at $37 per share (🤣) and and non-existent 3d party battery supply business at $96 per share (🤣🤣).
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@bgrahamdisciple
B Graham Disciple
1 month
Can someone please explain why production slowdowns hurt Tesla deliveries in the quarter during which Tesla had the largest inventory build in its history?
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