2/ My FY’22 $TSLA deliv est is unch’d at 1,600K, +8.7% above WS FY’22 ests of 1,472K. Mgmt guided to FY’22 delivs of 1.4M ex-Berlin/Austin. Assuming each can do 100K of familiar M-Y, 2022 delivs of 1.6M seems achievable. I expect WS to raise FY’22 Deliv ests after 1Q EPS (4/25E).