Maybe I misspoke slightly, I am definitely not trying to create internet rumors, California may not be the "last in the cycle" per se, but I can cite several articles that discuss the end-of-quarter pushes and how the beginning is focused on imports getting those deliveries started so they make it before EOQ and at the end of the quarter Tesla is focused on local deliveries ie; California where they can get a car to the buyer much quicker. Here is just one article, as there are many more out.
From
Tesla's Elon Musk Changes Course: Warns Of Huge Delivery Wave Ahead
Quoted from the article- "To be clear, Tesla delivers cars to areas that are furthest from its factories at the beginning of the quarter. It also focuses more on exports during that time. As the quarter nears its end, people living in cities very close to the EV brand's Gigafactories will likely take delivery. This cuts down on transit time and eases logistics, but also makes life challenging for factory workers on the final days of each quarter."