BC TRADING
Saved by @ThomassRichards

EV Charging - A thread on the segment of charging infrastructure & stocks including
$TPGY $SBE $CLII $BLNK $NBAC $BEEM $STPK $TSLA $IDEX

 According to the International Energy Agency, which forecasts that there may be 300-400 million EVs (cars + commercial) on the road out of approximately 2 billion vehicles by 2040.
The global electric vehicle charging infrastructure market size was valued at USD 15.06 billion in 2020 and is expected to grow at a compound annual growth rate (CAGR) of 33.4% from 2021 to 2028.
In 2019, there were about 7.3 million chargers worldwide, of which about 6.5 million were private. US alone needs about 2 million EV charging stations for the 40 or more electric car models that are likely to be on the roads in their multitudes by 2025. China leads the market.
According to the Open Charge Map, there are almost 200K charging stations across about 100K locations around the world.

https://t.co/0ToXKV9h8E
Chargers are AC or DC - with special types of "pins" for different types of vehicles
There are 3 types of chargers by speed - L1, L2 and Fast charging

Fast charging is the future. No one wants to wait for 30-60 minutes to get their vehicle charged. So fast charging network is growing
There are over 50 companies in the space including traditional big oil companies. I put together a partial list below - this is not comprehensive.
The "public charging market" comprises of - charging points @ work, commercial establishments, etc.) or the traditional “gas stations”, but a global network of charging points
I am dividing the charging segment is divided into 3 sub sectors:
a) Infrastructure providers – H/W, S/W, Services e.g. $CLII, $NBAC
b) Charging as a Service providers e.g. $BLNK, $SBE, $TPGY
c) Energy management (Vehicle2Grid, etc.) e.g. Stem $STPK
Publicly accessible chargers accounted for 12% of global light-duty vehicle chargers in 2019, most of which are slow chargers.
Globally, the number of publicly accessible chargers increased by 60% in 2019 compared with the previous year. Below is China Southern Power Grid
This segment is a "picks and shovels" play in the EV segment. You need charging for EV rollout to be successful.
China has learned that and is rapidly growing their based. Europe (Netherlands) is following them and US is still lagging. Except $TSLA is leading the charge here
In my comparison I highlighted (yellow) the companies leading by each metric - by row.

Quite simply you wont go wrong picking $SBE and $TPGY - for the LONG HAUL. They are relatively expensive now is MY OPINION.
Another company I really like is $STPK
I am going to skip each co pros and cons since this thread is getting long.

EvGo: $CLII presentation

https://t.co/5AoN370okm
$STPK Stem presentation
https://t.co/eJVsOvQ0ZG
EVBox $TPGY presentation

https://t.co/faC1XyfTNf
ChargePoint Swithback energy $SBE presentation

https://t.co/FxRmvlerZM
Blink $BLNK presentation

https://t.co/U1RPAgSbjG
Nuvve $NBAC presentation

https://t.co/Aoz9Rpw9bB
BeamforAll $BEEM presentation

https://t.co/jgsvx4wBjW
List of other links for your own research

Read as much as you can please before you invest.
🐘🙏🏿
Other companies in the "Charging as a Service" segment:

Tesla
Ideanomics
Electrify America
Ionity
Qingdao
Tritium
New Motion
Enel X

More from Trading

Peter McCormack \U0001f451
Peter McCormack 👑...
@PeterMcCormack
1/ Feels like a good time to tell the story of how I went from broke to a millionaire to broke again in 2017/18 again...

Yesterday was brutal for some people...

Losing life-changing money sucks, losing any money sucks...you can chase the market or you can change your strategy.

2/ The original thread is gone but you can read it here.

https://t.co/cLLNs75rB0

tl;dr
- Traded $32k to $1.2m
- Thought I was a genius
- Made poor investments
- Didn't conserve capital
- Peaked at 150 BTC
- Lost nearly all of it

2 weeks from losing my house + no income. Oops.

3/ I am going to assume you are in it for the money rather than the tech. Yeah, you might Tweet about the amazing blockchaining of cross-border payments and oracles yadda yadda...really, you are in it to make money.

If you are really in it for the tech, go and build something.

4/ Okay, so if you want to make money, trading is super hard, you are trading against:
- Better traders than you
- People who can move markets
- Unknown information

And if you are trading with leverage you might blow up your account with the volatility.

5/ If you are not trading, you are investing. Okay, so what are you investing in?

I made the decision that the crypto with the best opportunity of existing in 10 years is #Bitcoin:
- Solves a genuine problem
- The right tech
- A proven track record
TRADING
Aditya Todmal
Aditya Todmal
@AdityaTodmal
TradingView isn't just charts

It's much more powerful than you think

9 things TradingView can do, you'll wish you knew yesterday: 🧵

Collaborated with @niki_poojary

1/ Free Multi Timeframe Analysis

Step 1. Download Vivaldi Browser

Step 2. Login to trading view

Step 3. Open bank nifty chart in 4 separate windows

Step 4. Click on the first tab and shift + click by mouse on the last tab.

Step 5. Select "Tile all 4 tabs"


What happens is you get 4 charts joint on one screen.

Refer to the attached picture.

The best part about this is this is absolutely free to do.

Also, do note:

I do not have the paid version of trading view.


2/ Free Multiple Watchlists

Go through this informative thread where @sarosijghosh teaches you how to create multiple free watchlists in the free


3/ Free Segregation into different headers/sectors

You can create multiple sections sector-wise for free.

1. Long tap on any index/stock and click on "Add section above."
2. Secgregate the stocks/indices based on where they belong.

Kinda like how I did in the picture below.
SCREENERS , ALL , TRADINGVIEW
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Prashant Shah
Prashant Shah
@Prashantshah267
Thread: Parabolic SAR Indicator

Parabolic SAR (PSAR) indicator was developed by J. Welles Wilder.

#PSAR #Indicators #Definedge


The calculation of this indicator is a bit complex, but the concept is extremely useful. I will try to simplify it and explain the logic. I will briefly explain the concept, calculation and reading.

Let us think about creating an indicator that shows the trend.

Using the indicator, we can identify & ride the trend using the trailing stop-loss method.

For trailing the stop in uptrend, indicator needs to be placed below the candle. Similarly, it should be placed above the candle for trailing in a downtrend. We will plot it using ‘dots’.


So, the indicator & stop-loss will be rising in uptrend & falling in downtrend.

Let us define the trend as:

If Low of the candle > Stop-loss level in bull market = Trend remains bullish.

If High of the candle < Stop-loss level in bear market = Trend is bearish

Imagine you are driving a car on highway; you would like to accelerate if the road is clear. You will slow down if the road is bumpy.
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Vibhor\u1160\u1160\u1160\u1160\u1160\u1160\u1160\u1160\u1160\u1160\u1160\u1160\u1160\u1160\u1160\u1160\u1160\u1160\u1160\u1160\u1160\u1160\u1160\u1160\u1160\u1160\u1160\u1160\u1160
Vibhorᅠᅠᅠᅠᅠᅠᅠᅠᅠᅠᅠᅠᅠᅠᅠᅠ...
@Vibzzz
@AdityaTodmal @niki_poojary I think the best Indian channel for Options Selling is @ThetaGainers, by far!
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Varsity
Varsity
@ZerodhaVarsity
A 🧵on the basics of block and bulk deals.

Block and bulk deals are large purchases of stocks by investment banks, mutual funds, hedge funds, pension funds, FIIs, and promoters. Tracking block and bulk deals can help give you a sense of what these large players are thinking.

A single transaction where shares more than Rs 10 crores or the number of shares traded are more than 5 lakh is considered a block deal.

Block deals are carried out in separate trading windows. This trading window operates in two shifts of 15 minutes each:

Morning trading window from 8:45 AM to 9:00 AM.
Afternoon trading window from 2:05 PM to 2:20 PM

Block deals happen in different windows to reduce volatility and sudden price movements. Given that they are traded in a separate window, they do not show up on the volume charts.

Brokers facilitating the transaction are required to inform the exchange. You can track bulk and block deals on NSE & BSE:
https://t.co/pwTyzWTnUL

https://t.co/g9BbHiEag3
FINANCE , MARKETINFO , BLOCK DEALS

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@BRAHMIN_0052
MOHIYAL_BRAHMIN_KING
RAJA_PORUS
King_Porus_History

1)King Porus was a famous Indian king, his real name was #Purushotama. He belonged to PURU tribe mentioned in #RIG_VEDA, the Ancient books of India.


2) Porus ruled the Punjab region and expanded his kingdom between the Jhelum River and Chenab River in the Indian Subcontinent. He was a legendary warrior and more war skills. He made the army most powerful with war skills. Even Alexander had also made difficulty to defeat Porus.

3)Word of Mouth Oral tradition in #Mohyal_Brahmin families since ancient times has kept the Great Saga of their Great Elder known to them as Maharaja “ #Puru” alive.

4) When #Alexander the Great invaded India in 326 BC he was challenged near Taxila by a mere chieftain of the Area. He was King #Porus, a #Vaid_Mohyal. After his encounter with Porus, Alexander met with more resistance near Multan where the forces were predominantly #Mohyal.

5)The Bali rulers of Multan fiercely engaged with Alexander's army in skirmishes in which many senior Generals died. Later during the long and bitter fighting in #Multan, Alexander got hurt by an arrow which pierced his chest ,
RELIGION
Dr Amanda Moehring
Dr Amanda Moehring
@FlyBehaviour
In Academia, people aren’t always supported when they need it. I want to share what @WesternU did when my husband died right after the pandemic shutdown. It should be shared with other uni’s as a model for empathy and proactive care when someone is in crisis.
1/
#AcademicChatter
SCIENCE
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Sheetal Rijhwani
Sheetal Rijhwani
@RijhwaniSheetal
How you can filter stocks for Intraday trades - 🧵

As a kid, we would do homework before school the next day - you have to do homework here too. A specific sector performs on a particular day and studying things a day before will help you spot that particular sector. (1/11)

To prepare for the next trading day, you got to check the Index charts of all sectors. You got to keep an eye on a specific Index if you see a few factors:

- If any Index closed exactly at the resistance, you can get a trade on either side on the next day. (2/11)

- If it gave a rejection candle at resistance.

- If any Index closed exactly at support, you can get a trade on either side the following day.

- If there was a bullish signal at the support.

- If any Index gave a breakout or breakdown and then gave a good closing. (3/11)

- If any Index has taken support at 50 or 200 EMA.

Once you spot the Index, look at all the stocks in that particular Index. Pick at least 3-4 stocks from that Index and add them to your watchlist for the next day. It's ideal to check both higher and lower timeframes. (4/11)

What you should do next day? (When I am unable to check Indices and stocks a day before, I sometimes directly start with this process.)

- Start with checking the top gainers/losers list. I observe market from 9:15 to 9:45am to check the sectors performing well on that day.(5/11)
SCREENERS , ALL , INTRADAY STRATEGIES
Aditya Todmal
Aditya Todmal
@AdityaTodmal
A Thread on the Boss himself @Mitesh_Engr

Mitesh Sir's Positional Option Selling 101:

• How to find direction
• Which options to sell
• How to deploy capital
• Exit criteria
• What ROI he targets weekly
• What % risk he takes

Done with the help of @niki_poojary


How @Mitesh_Engr Sir finds the direction?

• Daily charts S/R
• 75 min charts S/R
• Intraday trend
• Always play directional
• Never trades in strategies


Which options to sell in weekly expiry according to @Mitesh_Engr?

• Weekly candle High/Low
• Sell 1% away options from those
• Exit when levels breached


Position Sizing by @Mitesh_Engr Sir.

How to deploy your capital?

• First sell 20%
• Pyramid the next day
• When to exit
• What to do when view goes wrong
• What to do with idle capital


Some important tweets of @Mitesh_Engr Sir

• What Data to look at
• ROI for safe players per month
• Max risk per day
• Gather knowledge and play directional
• Never play strategies
OPTIONS LEARNING , ALL , MPLEARNINGS
John Myles White
John Myles White
@johnmyleswhite
This post is pretty bizarre, but it manages to hit on so many false beliefs that I've seen hurt junior data scientists that it deserves some explicit

(1) The notion that R is well-suited to "building web applications" seems totally out of left field. I don't feel like most R loyalists think this is a good idea, but it's worth calling out that no normal company will be glad you wrote your entire web app in R.

(2) It is true that Python had some issues historically with the 2-to-3 transition, but it's not such a big deal these days. On the flip side, I have found interesting R code that doesn't run in modern R interpreters because of changes in core operations (e.g. assignment syntax).

(3) "Most of the time we only need a latest, working interpreter with the latest packages to run the code" -- this is where things get real and reveal some things that hurt data scientists. If this sentence is true, it's likely because you don't share code with coworkers.

(3) Really is a broader issue in data science: people only think of what they need to do their work if no one else existed and code was never maintained. Junior data scientists almost always operate on projects they start from scratch and don't have to maintain for long.
DATA SCIENCE


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