I enjoy following TSLAQ because many of its members are professionals that have access to data that retail does not. Occasionally, they will post some of this data but interpret it incorrectly because they are not tuned into what Tesla is working on as the bulls are. Ironically, they often boost my confidence in my investment.
I can no longer find the Tweet (probably deleted because he probably realized it was bullish later on), but today TSLAQ member Keubiko posted a chart about battery shipments from Kinki region of Japan to the US. It showed that in September the shipments to the US dropped to zero, while shipments to China continued at the same pace. He asked the question “Is Tesla discontinuing S/X?”
I think this potentially means all of S/X are moving to the new roadrunner cells (or 2170, which I find unlikely). It also means production has likely already begun and Plaid S/X are imminent. I’ve heard some rumblings from the moderator of RealTesla before that Tesla was going to increase S/X production in the past. We could potentially see a large price drop in the price of the S/X while the Plaid will be the super high end product.
It was this tweet. Roadrunner for S/X was my first thought as well. It's still live here, by the way:
https://twitter.com/KawasakiKR11/status/1306125252636880897?s=20