$Tesla Motors(TSLA)$ I try to keep my forecasts close to consensus. That said, I expect $TSLA 3Q delivs to again beat consensus. I am at 225K (Street 221K), led by China at 64K (@troyteslike 229K; China 66K). I expect 3Q EPS to be ~$1.60, well above Street EPS of $1.47, driven by vols and 2Q pricing.
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