Not sure about that. I’ve been blank since mid-May and I ordered cream. My order was the day the refresh was announced, so I’m not sure if it figures into your theory.
I would think there are not a lot of pre-refresh orders to be filled, given MS sales were poor at the end of 2020 (one of the reasons it was refreshed), and people like myself itching for a new one waited knowing a refresh was imminent. Then there’s the whole $10,000 increase (less if you believe the $2,000 discount several of that group have said they think they won’t get due to changing their orders, etc.) and cancellations just based on six months or more of waiting with zero visibility when the wait will be over.
Given the complete lack of credibility of any assurance by Tesla when they will deliver our cars based on months of missed deadlines, until they start delivering cars in quantity of the type I ordered (LR), I don’t care if my account shows June, June 23-30, August, the infamous “-“, or completely blank. It’s all just a complete guess by whomever is populating that field.