Tesla fan here but I have to point out that this headline seems very favorable. Other headlines indicate that despite the new record, the expected deliveries count was 99k.
That market "expectation" was increased to 99K just this week, after the email from Musk was leaked with a mention of 100K deliveries.
Don't trust these market "targets": these are mostly published and (silently) changed to pleased some analyst's clients and make the SP price to move in a preferred direction.
Don't trust these market "targets": these are mostly published and (silently) changed to pleased some analyst's clients and make the SP price to move in a preferred direction.