Today's Above Avalon daily update includes the following topics:

Netflix Earnings
Elon Musk’s Strange Letter to Employees
A Project Titan Observation

We kick off today’s email with my thoughts on Netflix’s 4Q18 earnings. The discussion then turns to Tesla and Elon Musk’s odd comments regarding Tesla demand. We then go over how I think Tesla is proving to be an interesting case study for Apple’s Project Titan.

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