$TSLA delivered 157.9K units in June, equal to a run rate of 1.89M units per year (473.6K per quarter). July will be less due to the 14-day GF3 upgrade. This should lead analysts to increase FY’23 vol and EPS ests with Berlin & Austin still ramping. https://t.co/88KBIv5T6B

— Gary Black (@garyblack00) July 4, 2022