Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.

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The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.

Numbers will matter even more for richly valued, high-growth companies such as Tesla (ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors (GM) and Ford Motor (F) have taken unexpected plant downtime recently and have…