The delivery of the first Cybertrucks is a positive step for Tesla, indicating progress in product development. However, the small number of vehicles being delivered and the lack of new information on the product may not significantly move the stock price in the short term. Additionally, Musk's cautious statement about reaching the production target by 2025 suggests a realistic approach to scaling up production, which may be viewed positively by long-term investors but could also be seen as a delay in growth, potentially affecting short-term sentiment.