The issue or question is how they're going to handle CA deliveries in the first two months of Q3. As has been noted numerous times, CA deliveries are typically bunched at the end of the quarter for various reasons. The data (at least from last quarter) shows that if you live in CA and you don't get your car by quarter's end, your chances of getting a car in the following month fall pretty drastically.
I know it's not the best calculation but at a basic level, if you look at the spreadsheet, there were 258 deliveries in CA in March (end of Q1). By contrast, there were only 30 deliveries in April. Now this doesn't take into account order date or anything but it's obvious that April deliveries to CA decline pretty fast compared to March. If you go back further, there were only 8 CA deliveries in the first month of Q1 (January) and only 11 in the second month (February).
Again, every quarter is different and doesn't fully dictate the next. However considering the parts/chip shortage looks like it's going to last till the end of the year and the demand for the Y is so high that it now seems Q3 is already close to being sold out, it doesn't look great. I just hope that Tesla does the right thing and prioritizes people on the west coast who ordered in May as there were plenty of people on the on the East coast and midwest who ordered in late May and already received their vehicle.