Mean Reversion

I am seeing many companies are guiding lower earnings, lower margin, and analysts are slowly following the companies lead. Great. Earlier we had multiples compression and now earnings compression.

Now, the question I have is, what kind of margin compression, thus profit on the operating subsidies you guys are forecasting?

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Kingran,

This is James Stephenson’s summary of his detailed analysis of margins going forward for tesla.

All of his models and charts are on Twitter.

https://youtu.be/d3BEcqW-gFM