Gordon Johnson Warns Tesla's Potential Recall Could Derail 'Robotaxi Story'

Tesla Inc. (NASDAQ:TSLA) is facing a critical regulatory hurdle. The National Highway Traffic Safety Administration (NHTSA) escalated its investigation into Full Self-Driving (FSD) on Wednesday.The probe now moves from a Preliminary Evaluation (PE) to an Engineering Analysis (EA). This move impacts approximately 2.4 million vehicles.Analyst Warns of Robotaxi Narrative CollapseGordon Johnson, an analyst at GLJ Research, said on X (formerly Twitter) on Thursday, that an EA represents a confirmed pattern and a ...