Well, there's realistically only 4 or so weeks to get whatever problems sorted out and butts in MYs before the quarterly numbers will suffer and the stock takes a significant hit. I placed my order on 4/8, had the wall charger installed 2 weeks later and I'm thinking about taking a pause and waiting for this mess to sort itself out. Not sure I'm comfortable taking delivery of a vehicle with rushed firmware changes and new microprocessors controlling the vehicle.
I was thinking something similar with regard to quarterly deliveries. We've discussed that the radio silence is interesting/infuriating, but there's a finite amount of time that they can keep this quiet. While a dropoff from a record-setting Q1 would not be cause for alarm (Elon's comments notwithstanding), a significant decline could/would set off alarm bells for investors. I would think they're gonna make damn sure most of us get delivery by June 30 so they don't have to answer a bunch of "WTF" questions during the Q2 earnings call. The "chip shortage" excuse won't hold too much water after Elon bragging about Tesla "pivoting quickly"