Tesla holds the Semi rollout today at the new Sparks plant, which is built for up to 50,000 trucks a year. That number is the part worth focusing on. Semi has been in low volume production since late April, so today is about showing the line can actually scale, not about the truck itself. Fleet buyers care about total cost per mile and service network density, neither of which a launch event solves. I would treat this as a milestone for the manufacturing story and wait for real fleet order numbers before rerating anything.