Irrelevant to the discussion (maybe, maybe not), but possibly worth mentioning.
I've been following @luvb2b since 2013, and I happen to remember this post:
Firstly, a correction, I misremembered the GAAP profit @luvb2b is estimating for Q4: it's +$295m.
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He was pretty much the only modeler who expected Q3'2018 to be profitable, and got within 16% of the final profit, which was amazing.
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I've been following @luvb2b since 2013, and I happen to remember this post: