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And don't miss Liam Denning on Tesla's shaky guidance: "So how have Tesla's targets fared in general? I went back through the past three year-end shareholder letters and counted up 36 objectives in their outlook sections, falling into three buckets: Financial, Operations and Sales. Judging fulfillment is naturally a bit subjective, but seven were met unambiguously. On another six, I surmise Tesla kinda got there. The single biggest group is the 12 misses (including those Model 3 targets). The jury's still out on another 11. "
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