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UNREAL$2.92 PROFIT PER SHARE!!
what just happened
Speigel says:
I have no idea re FCF, except it should be positive by at least a few hundred million due to all the games $TSLA played. The reckoning will come in the current (Q4) quarter.
Uhmmm... yeah. The reckoning will always be in the next quarter.
It's going to be a blood bath tomorrow after the results tonight.
Can't move those goal posts fast enough!Speigel says:
I have no idea re FCF, except it should be positive by at least a few hundred million due to all the games $TSLA played. The reckoning will come in the current (Q4) quarter.
Uhmmm... yeah. The reckoning will always be in the next quarter.
So my key number is model 3 gross margin:
20% Q3 and guided for same in Q4. I find that neutral to negative honestly.
Everything else I have to sort out.
Yes, the "curvy roads" of which I speak are California state highways 18 and 330 in the San Bernardino Mountains. In the sections where I've tried AP, the lanes are wide, reasonably smooth, and have very clear markings with reflectors.Are your curvy roads a highway?
AP may never be able to perform as FSD due to less powerful chip and being unable to process a higher volume of data, which would lead to a better accuracy.
So, AP is not necessarily indicative of what FSD can do.