Analyst Questions Why Tesla’s 90% Value Hasn’t Evaporated Following Elon Musk’s FSD Admission: ‘It’s Astonishing…’

GLJ Research founder Gordon Johnson has slammed Elon Musk-led Tesla Inc.‘s (NASDAQ:TSLA) lack of progress in its self-driving efforts, questioning the company’s valuation.

Self-Driving Makes Up 80-90% Of Tesla’s Valuation

In a post on the social media platform X on Sunday, Johnson slammed Tesla. “The $TSLA brass is admitting, in broad daylight, FSD is far from ready,” he said in the post, questioning why the comments from the automaker’s first quarter 2026 earnings call weren’t a “bigger story” in the media.

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