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Taking some liberties with extrapolation here - I think this tells me that west coast deliveries are coming and that you'll be the first delivery wave this week, with early-mid August orders coming next week.
I think I was the earliest (July 4 order), but I finally did get a VIN and a delivery date. I'm sure your's is coming soon. I think you are right that they are now shifting to West Coast for delivery priority with the end of the quarter.