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It is due to EOM local deliveries. After September Fremont will begin shipping most of their production internationally. This will once again cause local deliveries to extend out.

As we close out September, current production will be delivered to local customers just a couple days after leaving Fremont. Delivery estimates will continue to shorten until then.

Has nothing to do with demand, just Quarterly numbers to support stock market prices.

This happens every Quarter, and more extreme EOY.
 
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