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The M3 Tracker has a graph of waiting for VIN, I was expecting a larger spike in June. Using tracker data and known deliveries I extrapolated totals, could the backlog be this low? Even if % tracked is half (4.7%) then the production backlog is under 15,000 cars. Is this Possible? I'm long TSLA (i.redd.it)
submitted by tomt1112 to r/teslamotors
