I think TM will report at at least 5200 delivered in Q2. One question in my mind is the % that were thru Tesla's "lease" program. Tesla's Q2 guidance was that their "lease" program will effect their bottom line negatively and that TM would NOT be profitable in Q2 because lease rev and profit isn't recognized immediately.
Regardless, it will certainly look great if TM delivers more than guidance. Remember that guidance was 4500 US deliveries and 500 on the boat to EU. It's my firm belief that TM put far fewer than 500 cars on the boat to EU in Q2. I believe most of the initial 500 to EU weren't put on boat till Q3.