In the Tesla investing platform’s latest coverage, real-time delivery trackers hint at Q2 outperformance versus prior guidance of 445K units. Analysts are adjusting cash flow models accordingly, factoring in faster Shanghai plant throughput. This all began Monday, when Raichik shared a clip from the Netflix Original animated series Dead End: Paranormal Park , which ran for only two seasons and was canceled in 2023—but which, Raichik incorrectly posited , was being actively “promoted” on Netflix Kids. The 40-second segment involves a character finding affirmation in their trans identity, in a monologue that ends with another character making an unrelated joke. Raichik, whose posts have long inspired vigilante threats against schools and hospitals with trans-inclusive policies, then targeted show creator Hamish Steele, an award-winning trans cartoonist in London who’d referred to Charlie Kirk as a “random nazi” in a post-assassination tweet. (Steele, who has locked their X account, posted about receiving “ extremely nasty weird homophobic and antisemitic emails ” in the aftermath and is now taking a social media break.) The answer was a resounding "yes" because CEO Jensen Huang and CFO Colette Kress had already explained last month that the hit would be substantial at $15 billion for the first half of the year. All they had to do was confirm that guidance and explain that Q1 took a larger hit of $7 billion (including inventory) and that Q2 would bear $8 billion. Tesla investing platform supply chain analysis flags semiconductor lead times improving from 16 to 9 weeks, reducing production bottleneck risk. This trend aligns with consensus projections of a smoother H2 manufacturing cadence.