OnePlus Releases OxygenOS 4.5 OTA For OnePlus 3 and OnePlus 3T

OnePlus has just announced the release of OxtgenOS 4.5 OTA for the OnePlus 3 and OnePlus 3T. The new update brings in a number of new additions to the stable OxygenOS for these devices, as well as various system stability and battery improvements.

Lift up Display, a feature previously limited to the OxygenOS beta channel has now finally made it to the stable version with this new update. That means users can now peek at their notifications simply by lifting the device up from the surface, without actually waking up the device by double tapping the screen or pressing the power button. The new update also adds a Gaming Do Not Disturb mode to help gamers better focus on their gameplay by effectively blocking out heads-up notifications and sounds. This last addition has been in the stable ROM of the OnePlus 5 since the device arrived, so it’s nice to see it get to the hands of OnePlus 3 and 3T owners.

Other notable changes include the ability to show network speed in the status bar, scheduled night mode, redesigned calling UI, a redesigned photo editor in Gallery and new secure box feature in the default File Manager application. Again, these are the features beta users or OnePlus 5 owners are already used to, but it’s nice to see them come to the device.

Unfortunately, the new update doesn’t seem to include the latest security patches from Google, leaving both devices vulnerable to recent vulnerabilities as they are still on the August patch level. On the plus side, this update does not bring the new bootanimation that is seemingly universally despised.

OnePlus has already begun rolling out the OxygenOS 4.5 OTA to the OnePlus 3/3T. If you’re sporting either a OnePlus 3 or OnePlus 3T you should be receiving this new update in the coming days. However, as always is the case with staged OTA roll-outs, it may take some time to reach all devices.

The full changelog of the OxygenOS 4.5 update:

System

  • Added lift up display
  • Added Gaming Do Not Disturb
  • Added low priority notification
  • Added network speed in status bar
  • Added scheduled night mode
  • Added OnePlus Slate font
  • Redesigned Dash Charge animation
  • System stability and battery improvements

Launcher

  • Added Shot on OnePlus wallpaper

Phone

Camera / Gallery

  • Added Shot on OnePlus watermark
  • Redesigned photo editor in Gallery

File Manager


Source: OnePlus

Apple Check out Collection 3 Excels, Even if You Really don’t Have to have Cellular

There may perhaps also be some early kinks for Apple to get the job done out with the new mobile Check out. Some reviewers discovered that the device once in a while missing its mobile link, for illustration. Apple stated on Wednesday that the problem was connected to the check out inadvertently connecting to open Wi-Fi networks that lacked world-wide-web connectivity, and that it was investigating a software package correct.

In the stop, some people today who want a wearable device for matters like health and fitness tracking and a brief glance at cell notifications will almost certainly be happy with the Collection 3 without having mobile, which charges $329.

An Overview

Like its predecessors, the Apple Check out Collection 3 is a computer system worn all over the wrist, with a miniature contact monitor.

Photograph

The primary difference with the mobile Apple Check out is that some vital capabilities, like putting phone calls, texting and streaming songs, will get the job done when you are not around your cellphone.

Credit history
Jim Wilson/The New York Periods

The device necessitates an Apple iphone to set up and get the job done thoroughly. Notifications like text messages or social media alerts that appear to your Apple iphone surface on the check out very first if you are not actively working with the cellphone. The check out operates applications, such as some created-in software package for health and fitness tracking as nicely as third-celebration widgets you can obtain from the App Retail store.

The primary difference with the mobile Apple Check out is that some vital capabilities, like putting phone calls, texting and streaming songs, will get the job done when you are not around your cellphone the check out shares the similar cellphone number and mobile prepare with your Apple iphone.

To help identify whether or not the mobile check out is suitable for you, I deserted my Apple iphone to test the check out in a number of popular circumstances. Here’s how that went.

Date Evening

Around the weekend, my companion and I made designs to go to meal at a sushi cafe. I utilized the Apple Check out to summon a Lyft auto to decide us up at property.

At the sushi bar, I favored that I did not have a smartphone regularly buzzing in my pocket, even though I received a text that I rapidly responded to on the check out working with an emoji. My companion and I appreciated 90 minutes of personal conversation about omakase with small distraction, even though I was a little bit envious that she could Instagram our gorgeous nigiri. (Alas, the check out does not have a miniature spy digital camera.)

Verdict: I could have experienced around the similar practical experience with just an Apple iphone put on Do Not Disturb method — and a little bit of self-willpower.

Canine Walks

For quite a few days, I wore just the check out when strolling my canines. Not getting a cellphone freed up useful area in my pockets for other products, like my keys, my wallet, pet dog treats and luggage. I favored that the Apple Check out tracked my methods and strolling distance to make pet dog strolling truly feel a lot more like work out than a chore. I placed a contact to my companion with the check out to notify her where to meet me at a park she stated the contact sounded crystal very clear.

It was also awesome that with just the check out, I could still be reachable by way of cellphone or text by my colleagues for the duration of morning walks — but emails took quite a few minutes to show up soon after they were being despatched. It turns out that when texts and phone calls are carried out directly on the mobile check out, emails still rely on the iPhone’s pushing emails to the cloud, which then transmits the concept to your check out.

Verdict: The check out is superior for keeping reachable by way of cellphone or texts. But in people quick moments when you will need to phase away from a computer system for the duration of get the job done several hours, a smartphone is still important if you rely greatly on e mail, as I do.

Gymnasium Exercise routines

I wore the check out and took a pair of AirPods, Apple’s wi-fi earbuds, to a rock-climbing gymnasium. Yet again, I left my Apple iphone driving.

At the gymnasium, I opened the Training app to keep track of my heart price and calories burned in the course of the exercise routine. Throughout breaks, I utilized Siri to compose a handful of brief texts to some buddies to make designs for the 7 days. I put on the AirPods in the hope of streaming tunes on the check out from Apple Tunes, only to notice that this capability has not nevertheless been unveiled. Apple stated songs streaming for the mobile check out will appear out upcoming month.

Verdict: It was awesome being able to continue to be in contact with people today at the gymnasium without having a cellphone bulging in my pocket, but I’d be happy unplugging for a when and tracking my exercise routine with a noncellular Apple Check out. As for whether or not streaming songs would make a mobile check out value proudly owning, I unfortunately can’t notify you nevertheless.

Grocery Searching

Here’s where leaving my cellphone driving and relying only on the check out did not make sense: for the duration of grocery shopping. The check out doesn’t have a world wide web browser, let by yourself a large enough monitor, for wanting up recipes. But when it arrived time to verify out, I hit the facet button to activate Apple Fork out and rapidly compensated for the groceries.

Verdict: A smartphone is a improved shopping companion than a check out.

The Bottom Line

The value of the mobile abilities on the Apple Check out is questionable thinking about the cost you pay out each and every month.

AT&T and Verizon Wireless, for illustration, cost a community obtain price of $10 a month to share your cellphone plan’s texts, minutes and facts with an Apple Check out. Which is about the similar as a Spotify subscription, but with the exception of avid joggers and gymnasium rats, people today may perhaps not use the mobile capabilities routinely enough. Ideally, about time, Apple will negotiate with carriers to bring the month-to-month price down.

Whilst I consider most people today can skip purchasing the mobile product, the Apple Check out Collection 3 is the very first intelligent check out I can confidently propose that people today get. Even though I really don’t individually find it eye-catching enough to exchange my wristwatch, the new Apple Check out is a nicely-designed, sturdy and effortless-to-use health and fitness tracker for people today who want analytics on their exercise sessions and normal wellbeing (R.I.P., Fitbit).

Critical capabilities like the stopwatch, calendar and Siri get the job done rapidly and reliably. And in contrast to its predecessors, the check out has remarkable battery lifetime — on ordinary, I experienced a lot more than 40 per cent battery remaining soon after a entire day of use.

So the closing verdict? The Apple Check out Collection 3 is the very first signal that wearable desktops are maturing and may perhaps inevitably come to be a staple in buyer electronics.

Continue looking through the primary tale

This week’s top stories: iPhone 8, Apple Watch Series 3, and Apple TV 4K reviews, iOS 11 is here, and more

In this week’s top stories: The iPhone 8, Apple Watch Series 3, and Apple TV 4K are now available and we go hands-on with it all, Apple officially release iOS 11, the iPhone X launch looms, and much more. Read on for it all…

Spigen TEKA RA200 Airpods Earhooks Cover

Following Apple’s first event at Steve Jobs Theater last week, it this week released a trio of new products: the iPhone 8, Apple Watch Series 3, and Apple TV 4K are now readily available to consumers. We had the opportunity to hands on with all three.

In our iPhone 8 and iPhone 8 Plus review we noted of the similarities and differences compared to the iPhone 7 and asked whether or not it was worth waiting for the iPhone X. Meanwhile, our Apple Watch Series 3 review highlighted the iPhone freedom that LTE connectivity provides, though some app limitations hold it back.

The Apple TV 4K also packs a new, slightly revised Siri Remote alongside performance improvements 4K HDR support, and more.

Elsewhere, a multitude of apps were updated with support for new iOS 11 features such as the Files app, Drag and Drop, and ARKit. Most notably, Ikea released its new augmented reality app, Ikea Place.

The iPhone X launch, however, is still the cloud hanging above all of this week’s releases. The device has reportedly suffered another production delay which could further hinder supply when it’s released next month.

Head below for all of this week’s top stories.

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Apple Watch |

Apple TV |

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3 Reasons to Avoid NVIDIA Stock (For Now) | Business Markets and Stocks News

Shares of NVIDIA (NASDAQ: NVDA) recently dipped from their all-time highs after a CNBC report claimed that AMD‘s (NASDAQ: AMD) partner GlobalFoundries was developing an autonomous driving chip with NVIDIA customer Tesla Motors (NASDAQ: TSLA).

However, GlobalFoundries denied the report, and CNBC corrected its story, stating that CEO Sanjay Jha didn’t “specifically say” that Tesla was its customer. Those conflicting reports caused tremendous volatility in NVIDIA and AMD shares, since NVIDIA is a market leader in driverless chips, while AMD has also expressed interest in expanding into automotive chips.

NVIDIA CEO Jensen Huang. Image source: NVIDIA.

Nonetheless, NVIDIA’s swoon likely caused many investors to wonder if it’s time to take some profits after the stock’s 190% rally over the past 12 months. I don’t think long-term investors should cash out of NVIDIA just yet, but I think new investors should wait for the stock to pull back before starting new positions. In my opinion, three main factors could cause NVIDIA’s stock to drop in the near future.

1. The valuations

Analysts currently expect NVIDIA’s revenue and earnings to respectively rise 30% and 41% this year. Those numbers look great, but they still represent a slowdown from its 38% sales growth and 138% earnings growth last year.

A stock’s price-to-earnings ratio should generally be lower than the industry average P/E to be considered “cheap”. If a company is growing rapidly, the P/E shouldn’t be much higher than its earnings growth rate. NVIDIA looks expensive by both measures.

NVIDIA trades at 51 times trailing earnings, which is more than double the industry average of 24 for semiconductor companies. Its forward P/E of 46 doesn’t look much cheaper. Both ratios are higher than its estimated earnings growth rate for the year.

The bulls will likely argue that NVIDIA deserves to trade at premium multiples based on the growth of its GPU and automotive businesses. However, the S&P 500 is hovering near all-time highs with a historically high P/E of 24, so a market downturn would still likely cause high multiple stocks with big gains — like NVIDIA — to fall very quickly.

2. Challengers on multiple fronts

NVIDIA’s sales of gaming GPUs, data center GPUs, and automotive CPUs were robust in the past because they didn’t face much competition. But looking ahead, NVIDIA faces much tougher competition across all those markets.

A resurgent AMD has taken aim at NVIDIA’s GeForce GPUs with its next-gen Vega GPUs. The first batch of Vega cards, starting with the Radeon RX 64 and 56 desktop GPUs, are aimed at NVIDIA’s current-gen Pascal cards. NVIDIA CEO Jensen Huang dismissed those threats, claiming that the Pascal would remain “unbeatable” for the “foreseeable future.”

Image source: Getty Images.

However, AMD plans to launch a second-generation Vega GPU, dubbed “Vega 2.0”, to counter NVIDIA’s next-gen Volta chips next year. We don’t know exactly how the Vega 2.0 will compare to Volta yet, but with an unexpected upset — like the one AMD’s Ryzen recently pulled off against Intel (NASDAQ: INTC) in the CPU market — NVIDIA’s GPU sales could slow down.

AMD also recently launched data center CPUs and GPUs — which could threaten NVIDIA’s sales of high-end data center GPUs for machine learning purposes. On the automotive front, NVIDIA faces the possibility of AMD entering the market, as well as competition from Intel and Qualcomm (NASDAQ: QCOM).

3. Fading growth catalysts

The continued growth of NVIDIA’s core gaming GPU business relies on gamers repeatedly upgrading their systems. This could become increasingly difficult as the graphical fidelity of current-gen PC games becomes tethered to their console versions and gamers stick with “good enough” GPUs. This cyclical trend is easy to spot if we examine the year-over-year growth of NVIDIA’s GPU sales over the past few quarters.

 

Q2 2017

Q3 2017

Q4 2017

Q1 2018

Q2 2018

YOY growth

18%

63%

66%

49%

52%

Gaming GPU revenues. Source: NVIDIA quarterly reports.

Meanwhile, plunging cryptocurrency prices could cause interest in using GPUs for mining — which some investors considered a potential revenue stream for NVIDIA — to fade.

NVIDIA’s still a great stock, but it’s priced for perfection

I still think NVIDIA is a solid long-term investment. But I think investors who don’t already own the stock should wait for a pullback before buying any shares. The market looks forward instead of backwards, and investors shouldn’t dismiss the headwinds it faces in the data center, automotive, and gaming GPU businesses.

10 stocks we like better than Nvidia

When investing geniuses David and Tom Gardner have a stock tip, it can pay to listen. After all, the newsletter they have run for over a decade, Motley Fool Stock Advisor, has tripled the market.*

David and Tom just revealed what they believe are the 10 best stocks for investors to buy right now… and Nvidia wasn’t one of them! That’s right — they think these 10 stocks are even better buys.

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Leo Sun has no position in any of the stocks mentioned. The Motley Fool owns shares of and recommends Nvidia and Tesla. The Motley Fool owns shares of Qualcomm. The Motley Fool recommends Intel. The Motley Fool has a disclosure policy.

3 Reasons to Avoid NVIDIA Stock (For Now) — The Motley Fool

Shares of NVIDIA (NASDAQ:NVDA) recently dipped from their all-time highs after a CNBC report claimed that AMD‘s (NASDAQ:AMD) partner GlobalFoundries was developing an autonomous driving chip with NVIDIA customer Tesla Motors (NASDAQ:TSLA).

However, GlobalFoundries denied the report, and CNBC corrected its story, stating that CEO Sanjay Jha didn’t “specifically say” that Tesla was its customer. Those conflicting reports caused tremendous volatility in NVIDIA and AMD shares, since NVIDIA is a market leader in driverless chips, while AMD has also expressed interest in expanding into automotive chips.

NVIDIA CEO Jensen Huang.

NVIDIA CEO Jensen Huang. Image source: NVIDIA.

Nonetheless, NVIDIA’s swoon likely caused many investors to wonder if it’s time to take some profits after the stock’s 190% rally over the past 12 months. I don’t think long-term investors should cash out of NVIDIA just yet, but I think new investors should wait for the stock to pull back before starting new positions. In my opinion, three main factors could cause NVIDIA’s stock to drop in the near future.

1. The valuations

Analysts currently expect NVIDIA’s revenue and earnings to respectively rise 30% and 41% this year. Those numbers look great, but they still represent a slowdown from its 38% sales growth and 138% earnings growth last year.

A stock’s price-to-earnings ratio should generally be lower than the industry average P/E to be considered “cheap”. If a company is growing rapidly, the P/E shouldn’t be much higher than its earnings growth rate. NVIDIA looks expensive by both measures.

NVIDIA trades at 51 times trailing earnings, which is more than double the industry average of 24 for semiconductor companies. Its forward P/E of 46 doesn’t look much cheaper. Both ratios are higher than its estimated earnings growth rate for the year.

The bulls will likely argue that NVIDIA deserves to trade at premium multiples based on the growth of its GPU and automotive businesses. However, the S&P 500 is hovering near all-time highs with a historically high P/E of 24, so a market downturn would still likely cause high multiple stocks with big gains — like NVIDIA — to fall very quickly.

2. Challengers on multiple fronts

NVIDIA’s sales of gaming GPUs, data center GPUs, and automotive CPUs were robust in the past because they didn’t face much competition. But looking ahead, NVIDIA faces much tougher competition across all those markets.

A resurgent AMD has taken aim at NVIDIA’s GeForce GPUs with its next-gen Vega GPUs. The first batch of Vega cards, starting with the Radeon RX 64 and 56 desktop GPUs, are aimed at NVIDIA’s current-gen Pascal cards. NVIDIA CEO Jensen Huang dismissed those threats, claiming that the Pascal would remain “unbeatable” for the “foreseeable future.”

Servers at a data center.

Image source: Getty Images.

However, AMD plans to launch a second-generation Vega GPU, dubbed “Vega 2.0”, to counter NVIDIA’s next-gen Volta chips next year. We don’t know exactly how the Vega 2.0 will compare to Volta yet, but with an unexpected upset — like the one AMD’s Ryzen recently pulled off against Intel (NASDAQ:INTC) in the CPU market — NVIDIA’s GPU sales could slow down.

AMD also recently launched data center CPUs and GPUs — which could threaten NVIDIA’s sales of high-end data center GPUs for machine learning purposes. On the automotive front, NVIDIA faces the possibility of AMD entering the market, as well as competition from Intel and Qualcomm (NASDAQ:QCOM).

3. Fading growth catalysts

The continued growth of NVIDIA’s core gaming GPU business relies on gamers repeatedly upgrading their systems. This could become increasingly difficult as the graphical fidelity of current-gen PC games becomes tethered to their console versions and gamers stick with “good enough” GPUs. This cyclical trend is easy to spot if we examine the year-over-year growth of NVIDIA’s GPU sales over the past few quarters.

 

Q2 2017

Q3 2017

Q4 2017

Q1 2018

Q2 2018

YOY growth

18%

63%

66%

49%

52%

Gaming GPU revenues. Source: NVIDIA quarterly reports.

Meanwhile, plunging cryptocurrency prices could cause interest in using GPUs for mining — which some investors considered a potential revenue stream for NVIDIA — to fade.

NVIDIA’s still a great stock, but it’s priced for perfection

I still think NVIDIA is a solid long-term investment. But I think investors who don’t already own the stock should wait for a pullback before buying any shares. The market looks forward instead of backwards, and investors shouldn’t dismiss the headwinds it faces in the data center, automotive, and gaming GPU businesses.

Leo Sun has no position in any of the stocks mentioned. The Motley Fool owns shares of and recommends Nvidia and Tesla. The Motley Fool owns shares of Qualcomm. The Motley Fool recommends Intel. The Motley Fool has a disclosure policy.

Will Tesla Report September Quarter Model 3 Deliveries? – Tesla Motors (NASDAQ:TSLA)

We’re nearing the end of the September quarter. Traditionally, Tesla (NASDAQ:TSLA) reports global unit deliveries within the first five days after the end of the quarter. Moreover, it also breaks down the Model S vs Model X units.

Then, approximately one month thereafter, it provides the exact numbers in the financial results, shortly followed by the 10-Q. The final number tends to be essentially identical to the preliminary one provided earlier.

Here is the main question I’m raising in this article: Do you think that Tesla will change its habit this time, and not provide a full breakdown of its model deliveries, in its preliminary deliveries press release in the first five days of the next quarter?

Specifically, do you think that Tesla might want to hide any potential Model 3 unit delivery shortfall inside a far more impressive total number delivered during the quarter?

I’m working under the assumption that Tesla will meet or exceed its total unit delivery guidance for the quarter. Tesla did not provide a specific number for 3Q, but has said that the second half of 2017 would be at least as good as the first, which was just over 47,000 units. It had guided 1H to 47,000 to 50,000, so it barely scraped by above the low end of the guidance.

One would therefore conclude, knowing nothing else, that Street expectations are for Tesla to deliver at least right around 25,000 cars in 3Q. Perhaps somewhere around 24,000 would be an acceptable number to the Street. I’m assuming that thanks to the recent well-publicized price incentives, it should be a bit over 25,000. Whether that means 26,000 or 27,000 or something not too far from that, is not all that important for the purposes of this article. The point is that the number would be at least 24,000 to 25,000, possibly a little higher.

In other words, we are not talking about a situation in which Tesla would fall short on the overall consensus number for 3Q. Whatever your reasonable definition, it would meet or (modestly) exceed it.

By the way, one year ago, 3Q 2016, Tesla delivered 24,821 cars globally. I assume Tesla will move heaven and Earth to sell cars at any price in order to make sure that the number this quarter will not be lower than it was a year ago. Even if shows only 1% growth — and I imagine Tesla wants to show more than 1% annual growth, given inflation, GDP and global population growth — that pretty much tells you that Tesla will print at least 25,000 this quarter. My guess is somewhere just North of 27,000.

Rather, what I’m getting to is something different. We all know — or at least should know — that Tesla is not valued on Model S and X deliveries. Even if Tesla does print 10% growth — that would be 27,303 units — that is hardly supportive of Tesla’s lofty valuation multiples. 10% unit growth year-over-year is not as fast as some other auto brands such as Jaguar.

No, Tesla’s valuation now is all about the Model 3. Ultimately, it’s about Model 3 profits as the key driver of overall company profitability, but in the short term, it’s about Model 3 deliveries, because that’s all that we’ll get.

Or will we?

In 2016, CEO Elon Musk guided to 100,000 to 200,000 Model 3 units for the second half of 2017. More recently, Musk guided to 30 units for July, 100 for August and 1,500 for September. That’s 1,630 for the third quarter.

Considering that the early Model 3 buyers are mostly Tesla employees or “close friends of the company” who in turn mostly live near the Tesla factory, the time lag between production and delivery should be minimal, arguably closer to minutes than hours. Tesla knows when the car will be ready, and someone should be able to walk over to the other side of the building to hand over the check within minutes.

In any case, whether minutes or hours, it’s not like Tesla has much of a credible excuse to say that a large percentage of the Model 3 cars are in transit and need days or weeks to get to their destination. A few units, for sure — but not the vast majority of them. If the car is ready on September 30, it can be delivered to the employee somewhere else in the building on September 30.

Therefore, while the Street might provide some leeway to Tesla having produced 1,630 Model 3 units in 3Q but only delivered 1,500, it ought not provide leeway to having delivered only 1,000, let alone fewer.

I obviously don’t know how many Model 3 cars Tesla has delivered so far this quarter, and what it will do in the last week. Maybe it will meet or exceed the magical 1,630 number. However, so far I can find no credible evidence anywhere that suggests Tesla has delivered more than approximately 400 cars, at best. If these observations are right, it might suggest that Tesla is now making Model 3 cars at a rate of 15 per day.

And if this is right, we might be looking at September ending with no more than approximately 500 Model 3 cars for the quarter.

Now obviously, these are only my best estimates based on all the various sightings and tea leaves found all over the Internet, forums, VINs, and so forth. I will be wrong, at least to some degree. Perhaps more than I now think.

But let’s say that my estimate is at least somewhat right — 500-ish for the quarter. Under any circumstance, below 1,000. In other words, materially below 1,630. Then what?

My thesis here — indeed my question to you the reader — is whether you think any such shortfall would cause Tesla to abandon breaking down its overall quarterly delivery number, at least for this quarter?

You might understand why Tesla would be tempted to do so: If the overall number is somewhere between “fine” (25,000) and “good” (over 27,500), but the Model 3 number fell short (below 1,630), why not send only the big number to Wall Street, and stay mum on the Model 3 number?

One might envision Tesla saying something like “We delivered 27,303 vehicles in the September quarter, up 10% from a year ago. The Model 3 is ramping through the production verification phases, and we are still fine-tuning the software to ensure that all of our innovative features are flawless when we reach our full production ramp in the coming months. We continue to believe that we will reach at production rate of 5,000 per week some time in December, and 10,000 per week some time in 2018. Therefore, we are on track with our long-term Model 3 goals.”

Translated into non-Tesla speak, that would mean the Model 3 fell short in the September quarter. Why? Because if it didn’t, Tesla would gladly provide the exact Model 3 delivery number.

You might ask: “Let’s say Tesla delivered 500 or 1,000 Model 3 cars in 3Q. In absolute terms, that’s a tiny shortfall compared to 1,630. Therefore, who cares?”

The market may care because of what I said earlier: The market values Tesla mostly on the Model 3, not on a Model S and X business that is barely flat, despite massive well-publicized sales incentives. The valuation of Tesla may not matter much whether the Model S and X are flat, up/down 10% or up/down 20% or even 30%. If all Tesla had were Model S and X, the company would be worth a fraction of where it is today, even at 30% growth.

So therefore, since the company’s valuation is almost all about the Model 3 prospects, even the tiniest divergence from otherwise seemingly meaningless discrepancies between the 1,630 unit Model 3 guidance, and the actual reported number, should be of huge importance to the stock. If Tesla can’t meet guidance for 1,630 cars, how can it be trusted to meet the 5,000 a week or 10,000 a week guidance?

Of course, you can’t have it both ways: It also works the other way around. If Tesla delivers over 1,630 Model 3 units, it would most likely have an outsized positive impact on the stock — and Tesla would surely be making such a larger number the headline of its early October press release. If that’s the case, you had better not be short the stock that day.

To summarize, we therefore have two questions before us:

  1. How many Model 3 cars will Tesla have delivered in the September quarter?

  2. If the number is meaningfully below 1,630, will Tesla not disclose the actual Model 3 number in early October, but rather wait until the earnings release or the 10-Q approximately one month later?

I look forward to your debate on these key factors for the stock.

PS. One more thing, just to be clear and safe…

Let’s not get hung up on how to label the well-publicized pricing incentives on Model S and X inventory cars that have been provided at various points this quarter. It is not really relevant whether we call them “discounts,” “pricing adjustments” or “price discounts” or any other words you choose. It is no more relevant than whether we call it a “car” or a “vehicle.”

The fact that a car may have gone 50 miles, or that it may have been sitting on the lot for over a month or two and is therefore afflicted with some aspect of “technical obsolescence” is but a straw man argument to claim that cars are not being “discounted” (or “price-adjusted” or whatever term you prefer) to the tune of many (tens of) thousands of dollars. The customer is buying the car at a much, much lower price than if he had purchased it at “full MSRP.”

Disclosure: I am/we are short TSLA.

I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: At the time of submitting this article for publication, the author was short TSLA. However, positions can change at any time. The author regularly attends press conferences, new vehicle launches and equivalent, hosted by most major automakers.

Pokemon Go Gen 3: Dark-Types Revealed

Start Slideshow

A whole new set of Pokemon are coming to Pokemon Go. While we’re still probably a few months away from the release of “Gen 3” Pokemon, it’s never too early to start looking at some of the new Pokemon and see how they might impact the game. We’re going to take a look at all of the Pokemon that will be included in Pokemon Go‘s next wave of releases based on their types.

Today, we’re talking about Dark-Type Pokemon, one of the most underrepresented types of Pokemon in Pokemon Go. While one of the game’s most powerful Pokemon (Tyranitar) is a Dark-Type, there’s only a handful of Dark-Types in the game so far, and most can’t be used in any sort of attack or defense scenarios. However, a flood of Dark-Type Pokemon is coming, many of which will be solid secondary attackers or defenders for those who want to fill out a team of Dark-Type Pokemon. Here’s a look at the Dark-Type Pokemon coming to the game:

3 Stocks That Could Put NVIDIA’s Returns to Shame — The Motley Fool

NVIDIA‘s (NASDAQ:NVDA) stock price has nearly tripled over the past year, helped by one stunningly good quarter after another as a broad range of customers have come to realize the power of its flagship graphics chip technology.

This doesn’t mean NVIDIA is done climbing yet. Thanks to the central role its GPUs play enabling the advancement of the fast-growing artificial intelligence market, the company believes its best days have yet to come. 

But that also raises the question: Are there any stocks on the market that could trounce even NVIDIA’s returns?

So we posed that question to three top Motley Fool investors. Read on to learn why they think Ubiquiti Networks (NASDAQ:UBNT), Red Hat (NYSE:RHT), and Fossil Group (NASDAQ:FOSL) fit the bill.

Businesswoman drawing an exponential growth line

IMAGE SOURCE: GETTY IMAGES

A different network specialist

Steve Symington (Ubiquiti Networks): Ubiquiti Networks stock has more than quadrupled over the past five years, which already makes this relatively small ($4 billion market cap) business an NVIDIA-esque market beater. But it’s also still reeling after short-seller Citron Research leveled fraud accusations against the networking hardware specialist last week. Most notably, Citron’s Andrew Left voiced skepticism of Ubiquiti’s unusually high margins for its industry, potentially shady international distributors, its small executive management team, and little cash held in the U.S.

But even a cursory glance at the sensationalist report — which likened Ubiquiti founder and CEO Robert Pera to the heads of Enron and Valeant — had me questioning whether Citron’s claims held water. Sure enough, several analysts quickly came to Ubiquiti’s defense by arguing that Left offered little new information that Citron bulls didn’t already know.

For example, Morningstar analyst Ilya Kundozerov elaborated:

This is what [Andrew left] does. Ubiquiti is easy to poke holes in. […] Ubiquiti has a bare-bones organizational structure, that’s key, so a lot of the red flags are coming from that point. They don’t have enough people, but that doesn’t make them a fraud. […] I would say it’s a fairly unique company and for some people that may sound worrisome. It’s very unusual, so people may try to stay away from unusual business models.

What’s more, while some investors have criticized the company for not formally addressing the report immediately, the following day Ubiquiti responded by increasing its current-quarter revenue guidance, approving an incremental $100 million share repurchase program, and scheduling an investor update next week (on Sept. 26, 2017, several weeks ahead of its expected quarterly call) to be hosted by Pera.

I suspect Pera will offer more specific details at that time to debunk Citron’s allegations. But for investors willing to take advantage of its recent pullback, I think Ubiquiti Networks stock should continue to deliver market-beating returns from here.

That Red Hat looks good on you

Anders Bylund (Red Hat): It’s true that NVIDIA’s stock has gained an eye-popping 840% over the last three years, making it tough to find a match for the company’s recent performance. But we are probably getting close to peak NVIDIA these days, and it’s not hard at all to find companies I would rather own right now.

In particular, I would recommend that you take a look at open-source software specialist Red Hat instead.

For starters, Red Hat’s stock has delivered a market-stomping 84% return over the same three-year period. In 2017 alone, investors have enjoyed a 53% surge that’s right in line with NVIDIA’s returns.

But Red Hat is no flash in the pan. The company has delivered double-digit sales growth in every single quarterly report since the fall of 2002. The resulting financial chart is downright beautiful:

RHT Free Cash Flow (TTM) Chart

RHT Free Cash Flow (TTM) data by YCharts.

Note that Red Hat’s steady sales growth has been accelerating in recent years. This is how you build a cash machine for the long term. The company is busy stealing market share in the enterprise computing sector from established giants like Microsoft and IBM, with a low-cost business model that includes a worldwide community of open-source developers.

Nvidia has soared before, only to come back to earth again a few years later. I prefer Red Hat’s fast-and-steady approach to long-term growth.

A disaster with turnaround potential

Tim Green (Fossil Group): Shares of watch and accessory designer and retailer Fossil are down a whopping 90% over the past three years. Revenue has been tumbling, margins have eroded, and the balance sheet has become more precarious as the company loaded up on debt to buy back shares. Fossil is now valued at $425 million, less than the company spent on share buybacks in 2014 alone.

FOSL Chart

FOSL data by YCharts.

There’s no shortage of reasons to avoid Fossil stock like the plague. But if the company can successfully stop the bleeding, the stock could be in for quite the rebound. Shares of Fossil are cheap, assuming the company isn’t in a death spiral. Free cash flow totaled $134 million over the past twelve months, putting the price-to-free cash flow ratio at a hair above 3. The stock trades for about two-thirds book value and just 0.15 times sales. Any good news at all could send the stock soaring.

Fossil’s turnaround plan involves pushing hard into the smartwatch market. Fossil became the No. 5 player in the global wearables market during the second quarter, moving 1 million devices and claiming 4% of the market. The company’s acquisition of Misfit and its strategy to produce hundreds of different models under a wide variety of brands are producing some results.

Things will likely get worse at Fossil before they get better, and the stock could certainly continue to move lower. But Fossil is priced for catastrophe, and anything better than the direst scenario could turn it into a monster stock.

Early Adopters of Apple Watch Series 3 Share First Impressions and Unboxing Photos

As customers around the world begin to unbox their new Apple Watch Series 3 models, some early adopters have started to share their first impressions and unboxings of the device in the MacRumors discussion forums.

Apple Watch Series 3 with LTE shared by MacRumors reader gatorknight904


We’ve already seen Apple Watch Series 3 reviews from the media, but opinions shared by regular customers can provide additional insight. We’ve rounded up some of the comments below, which we’ve edited very slightly for clarity.

While there appear to be some early activation issues, particularly for AT&T and Verizon customers, those who have been able to set up their Apple Watch Series 3 are generally impressed with LTE connectivity and call quality.

“LTE seems to be working great here in Dallas-Fort Worth On AT&T,” said MacRumors forum member gatorknight904.

“Agreed,” replied MacRumors forum member 3goldens. “I’ve had no issues whatsoever.”

In the Apple Watch Series 3 pre-order thread, several MacRumors readers have shared unboxing photos of their new Apple Watch Series 3 models. Others are still patiently waiting for couriers like UPS or FedEx to arrive.

There is a general sense of excitement throughout the entire discussion topic, with many customers upgrading from an original Apple Watch.

Gold colored Series 1 (left) vs. Series 3 (right) shared by MacRumors reader sinerized


“I have to say, this thing is super fast,” said MacRumors forum member roncito. “Way faster than I thought, even coming from my first-generation Apple Watch. And the screen is bright too. I love my Apple Watch all over again!”

“Just picked mine up from my local Apple Store,” wrote MacRumors forum member virginblue4. “I haven’t done much with it, but there is a definite noticeable speed improvement. Also loving the red crown!”

Unsurprisingly, the red Digital Crown that differentiates the Apple Watch Series 3 with built-in cellular is a subjective matter.

“I must say that the red dot on the Digital Crown sure sticks out like a sore thumb,” opined MacRumors forum member largefarrva. “Was hoping it would be a little more subdued in person, but it doesn’t appear to be the case.”

Apple Watch Series 3 unboxed by MacRumors forum member puckhead193


MacRumors forum member rstark18 said he recently purchased an Apple Watch Series 2, but he plans to return it now, as he purchased an Apple Watch Series 3 and found it better delivers the watch experience he was expecting.

I picked up an aluminum Apple Watch Series 2 last week when they went on sale because I didn’t want an LTE watch and I liked the idea of the sapphire back. It was my first Apple Watch, and honestly I wasn’t that impressed. I liked it, but everything seemed a little slow to me. I guess I’m used to the iPhone 7 being nice and snappy. I decided to place an order for an Apple Watch Series 3 and compare the two. If they seemed similar then I’d just keep the Series 2 and return the Series 3. […]

The Series 3 is noticeably much faster. On the Series 2, when I would swipe watch faces, it seemed to lag and sometimes take a few swipes to move to the next face. With the Series 3, it is super fast and smooth. Opening any app is almost instantaneous.

This is the watch experience I was expecting. I will be returning the Series 2.

Keep an eye on the Apple Watch forum section and a new first impressions topic over the weekend for more customer opinions.

Some Apple Watch Series 3 Owners Facing LTE Activation Issues [Updated]

Apple Watch Series 3 models are being delivered across the United States and the rest of the world today, and as customers start attempting to activate their new LTE devices, some of them are running into serious setup issues.

On the MacRumors forums, several AT&T customers have received messages stating AT&T is not supported. Support reps seem confused about how Apple Watch activation works, with one rep telling MacRumors reader KG87 that his watch needs a new number.

I am having the same problem. I contacted AT&T and they said I need to have a new number created for the watch before it will work and I am almost certain that is not true.

I contacted AppleCare and they said that there are connectivity issues with the watch and the engineers are working very hard to get it fixed.

Basically, this is a nightmare scenario for Apple and we’re left without the #1 reason we made this purchase.

Many of the affected AT&T customers have said the company seems to be having trouble activating watches not purchased directly through AT&T and have been spending quite a lot of time on the phone in an attempt to get the problem ironed out. Some customers are even being told to call back tomorrow. From MacRumors reader Greg:

I have been on the phone for quite a while today with AT&T, transferred over 10 times, only to be told that they can’t activate watches today due to a system issue and to call back tomorrow. It seems to be gaining notice on reddit on the apple watch subreddit.

According to another AT&T support rep, customers who ordered an Apple Watch directly from Apple will not be getting them activated until tomorrow because they’re missing key information Apple was supposed to send them.

Verizon users don’t seem to be having as much trouble as AT&T users, but several have been told Verizon’s systems aren’t fully functional. Verizon is said to be doing maintenance to fix the problem and there’s no estimate of when issues will be worked out. Many VZW customers may not be able to make phone calls due to the server issues.

T-Mobile customers also appear to be having significant issues, like MacRumors reader Jesse, who said he’s spent several hours on the phone with T-Mobile trying to work out an authentication error with his social security number. “T-Mobile reps are completely unprepared for dealing with this issue today. Spent many hours on the phone with T-Mobile and Apple already. Apple claims this is T-Mobile issue,” he told us.

T-Mobile customers have also been told the company is having system wide issues affecting the signal T-Mobile users are getting on the Apple Watch.

At least some of the activation issues are due to customers who have incompatible plans. AT&T customers with a grandfathered unlimited data plan, for example, are not able to use the Apple Watch Series 3, despite assurances from AT&T reps that the watch was compatible with the plan.

Across the pond, some EE subscribers in the UK are having the same activation problems, and EE reps are at a loss on how to help

I’m on EE and my Apple Watch wasn’t connecting either so called EE and they did some checks and asked me to restart the watch but still no go. They can’t figure it out either and said they are working on a fix from Apple as lot of EE customers are having issues. They did not have any problem with what type of contract I had with EE as I’m on a monthly 20GB for GBP21 plan.

Though some customers are having issues, others have been able to activate their LTE watches with no problems and have even said it’s an easy process. For the subset of users running into issues, though, it’s been a frustrating afternoon attempting to deal with Apple support and carrier representatives who are still struggling to figure out all the quirks and problems that come along with supporting a new device.

Update: Several AT&T customers with grandfathered unlimited data plans have been able get an Apple Watch Series 3 to work with their plans with the help of an AT&T representative. The Apple Watch can be set up as an independent wearable and then linked to the iPhone using NumberSync.