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 Collapse
Gordon Johnson, an analyst at GLJ Research, said on X (formerly Twitter) on Thursday, that an EA represents a confirmed pattern and active vehicle testing. “We are now at engineering interrogation. One step from a mandatory recall,” Johnson stated.
The analyst believes the stakes are existential for Tesla’s valuation. “You cannot build a $1.2T [trillion] robotaxi company on software the …
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