Certainly a drop in the profit margin will negatively impact the stock... and the best way to hover around 30% is deliver cars with the $12kMy point is that Musk has to put up even more shares as collateral. Part of the reason that Tesla stock is down is the market, but part of it is because of Musk’s itch to buy Twitter.
I'd bet beverages they only fill a small percentage/quota of 7-seaters without FSD each quarter, i.e. the oldest 50 orders without FSD, then the #1 priority consideration OD/PC/location be damned, it's FSD or bust, which informs/sets how many will be produced in a given 7-seat batch. How else is a similar config ordered 4 months after me, going to Boston two-thirds of the way through the quarter (when the region focus should have shifted to Midwest or more West to close out the quarter) rationalized by a non-tesla apologist? I bet the 7-seaters are below the average profit margin, so they need to limit its exposure. So why not bump up the option to 4k instead of penalizing us for selecting it?