Tesla delivery numbers are due around 9 am ET.

The analyst consensus is 444K but the whisper number is 481K on front running because of credits that expire on September 30. These numbers are for Q3, so the real test will be in Q4.

That said, the market -- at Elon's nudging -- seems to have shifted to pricing the robotics side of the business at an infinite valuation.

I have been flagging the potential for upside in TSLA since it broke out mid-month.

TSLA daily
TSLA daily