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

Tesla Inc. (NASDAQ: TSLA) is under increased scrutiny from the National Highway Traffic Safety Administration (NHTSA), which has escalated its investigation into the Full Self-Driving (FSD) system, affecting approximately 2.4 million vehicles. Analyst Gordon Johnson from GLJ Research warns that a potential recall could jeopardize Tesla's valuation and its 'robotaxi story.' The NHTSA is specifically examining the FSD's performance in low visibility conditions and whether its degradation detection system adequately alerts drivers. This regulatory challenge follows a recent lawsuit concerning the Autopilot system's performance.