I agree with you for the most part. The Q4 results had guidance indicating that Q1 would end with ~10K vehicles in transit at the end. That is exactly the resul

I agree with you for the most part. The Q4 results had guidance indicating that Q1 would end with ~10K vehicles in transit at the end. That is exactly the result. There were two surprises, though. They also guided flat shipments of X and S, when in reality they cut them in half. Also, they appeared to be indicating that Model 3 production would increase slowly over the quarter, but in reality they kept it flat. Both of those were negative surprises to varying degrees. But, of course, we now know that S and X are likely to be revised soon. It is possible that the drop there was related.