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But we saved everything 🙂.
Gordon Johnson questions the presence of a steering wheel and human driver in TSLA's cybercab, which has been marketed as lacking these features and operating fully on level 4 or 5 autonomous driving technology. Johnson suggests this discrepancy may indicate another potential mistruth by the company’s CEO.
The tweet draws attention to differences between TSLA’s marketing of its Full Self-Driving (FSD) technology and observed vehicle design.
Johnson's scrutiny of TSLA’s vehicle disclosures aligns with his broader analysis of how market narratives can diverge from underlying realities. Similar dynamics were observed when he detailed how the recent NVDA stock drop was driven by options market mechanics rather than core fundamentals. Additionally, his examination of real GDP growth concerns in the context of persistent inflation underscores a consistent focus on interrogating headline claims against deeper market and economic indicators.