$Tesla(TSLA.US) Tesla's Q2 delivery data proves the resilience of its auto business, but the market has long stopped pricing it solely on delivery volume. 480,000 units is good news from the past, while the stock price needs future AI progress. The real test is the Q2 earnings report on July 22, when the market will verify whether those 480,000 deliveries actually made money. Before that, the Austin announcement on July 7th could be a window for short-term sentiment recovery.
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