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Pierre Ferragu

@p_ferragu

Commenting on technology - no investment recommendations.

calendar_today03-04-2018 14:38:50

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$TSLA has met horrible demand in recent months. But keep in mind demand in auto is intrinsically extremely volatile.

Don’t forget: 1) Demand is not structurally gone; it is likely to snap back at some point. 2) It will still structurally increase with lower prices.

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