Nooob: This isn't my imagination. Here's why:
a) The markets have been buffeted by China recently.
b) AMBA has significant exposure to China via Xiaomi.
Please explain how that is imaginary, Noob. And think before you post condescendingly to your superiors next time.
The short-favoring analysts will pan AMBA on its decreasing margins. Sales in China, while large in volume, will have lower margins.
Analysts love to diss stocks that have shrinking margins.
So, yes, AMBA could rally, but then again, the shorts could slam it.
Eh? Your logic fails. If the average Twitter user livetweets a bunch during Oscars, then WHY did FB activity JUMP 86% while Twitter's DECREASED 9%.
This is bad news for TWTR any way you try to spin it.
Facebook Inc (FB), Google Inc (GOOGL) And Twitter Inc (TWTR) Asked To Do More By French Government
By Viraj Shah in News, Tech
Published: February 23, 2015 at 1:43 am
The French government is calling tech giants at Silicon Valley led by Facebook Inc (NASDAQ:FB), Google Inc (NASDAQ:GOOGL) and Twitter Inc (NYSE:TWTR) to do more in the war against extremism propaganda. French interior minister, Bernard Cazeneuve, made the remarks on his visit to Silicon Valley, to meet representatives of some of the biggest tech companies. That are at the center of facilitating communications with millions of people around the globe.
Cazeneuve visit comes on the heels of a three-day Countering Violent Extremism Summit in Washington attended by representatives from around the globe. Terrorist networks have resorted to using platforms offered by the likes of Facebook Inc (NASDAQ:FB) and Twitter Inc (NYSE:TWTR) for propelling their propaganda on extremism as well as for recruiting new members.
The role of the private sector in countering efforts initiated by the terrorist networks was one of the topics discussed during the high-profile summit in the wake of the Paris attacks that left 17 people dead. France interior minister claimed that 90% of people who commit terrorist attacks are usually recruited over the internet. The remarks essentially put Facebook Inc (NASDAQ:FB) Google Inc (NASDAQ:GOOGL) and Twitter Inc (NYSE:TWTR) on the spot as they offer some of the largest platforms in the world for communication.
Nice exercise in denial, but this is a HUGE sale. Most of the smaller sales you're talking about at lower prices were pre-arranged trading plans registered on SEC Form 4. In other words, the insider/seller doesn't decide when to sell.
On the contrary, this is a huge dump by an insider who DECIDED to sell a huge chunk of shares last week.
Shorts won on that play, for sure. And they are in the driver's seat, not the longs.
Shorts have loaded up and there's no more "artificial" news to artificially drive this higher.
(the 100,000 production "in" 2015 misinterpretation of Elon's "100,000 rate by the end of 2015" can only drive this so far before the hypesters realize TSLA won't be making that many cars in 2015 total.)
Wow, a $100M increase in A/P, quarter over quarter??!!
That sure seems like they cooked the books to make the quarter look like a beat.
That said, I'm not as concerned by the 2500 unsold cars "in transit" because they had the plant closure for retooling and would have no doubt tried to build inventory.
But the A/P increase is staggeringly suspect.
Did you check from quarter-to-quarter - does it appear that they postponed paying some A/P bills to help them beat EPS estimates?
With Muskrat's smoke & mirrors, I wouldn't doubt it for a minute they cooked the books.
Yes, and note how the SLICK Muskrat states that the annualized rate of production will be 100,000 at the end of 2015. Morons interpret that to mean that TSLA will be making 100,000 cars IN 2015, but that's incorrect. They will start 2016 at that production rate (if all goes as planned).
Yes, this certainly isn't the type of quarter (Beat EPS estimates on a Fake-GAAP basis and then guide down usually causes a stock to tank the next day after earnings).
In the minutes after earnings were released, the stock traded as low as $208.72, but then foolish newbie buyers stepped in, thinking an 11c "beat" vs 4c EPS estimates is a grand occasion to buy. These AH buyers will be burned tomorrow because analysts don't have much to be upbeat about.
Analyst was baffled by the.... you didn't finish your sentence.
Can you provide your best paraphrasing of what the Deutsche Bank analyst asked: __
And what was Muskrat's response? __
The stock isn't rallying in AH because it'll be obvious from Muskrat's slick financial statements that they used smoke & mirrors non-GAAP to show 11c EPS.