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Welcome deliveries back to the $TSLA story. Elon talked about growing the core business. The CFO says they have the strongest backlog since 2023 and won't be able to keep up with demand. Street is looking for deliveries to be down 8% yy in September. I expect them to be flat. For December Street at up 10%, based on CFO comment its likely 10-15%. Deliveries matter because more cars mean more shots on goal for FSD and learnings for autonomy.