IMHO, stock is hit due to disappointing q2 delivery, gs downgrade(I hate gs, total bs) and slower ramp up on m3 as well. Stock is probably not going to move by showing sn1.
I think the delivery numbers for aug, sept are low balls. Actuals will be a bit higher. What will move stock higher is, Higher production or Sept semi reveal with huge order backlog or announcement of China factory and aggressive plans on July 28th.
and I've been thinking even before the quarterly sales numbers came out, that the stock is going to take a significant hit at the time of the quarterly call.
Now, the Q3 & Q4 calls will (should) be a totally different story!