A key supplier may have gone cash on delivery (no more net 120 terms) because M3 production this week has been at a stand still - https://twitter.com/skabooshka/status/1032409945407250434

And - https://twitter.com/Paul91701736/status/1033136573615730688

All the first hand Twitter intelligence is gathered by people who are short on TSLA. They see the ground level reality.