Demand ConcernsTesla laying off most of its Supercharger team and the CEO's statement about slowing Supercharger network growth suggest a shift from aggressive expansion, hinting at possible underlying demand issues.
Management ChangesThe reported stepping back of Tom Zhu and the continuous shakeup of Tesla executives may reflect a de-emphasis of North American expansion plans and cause investor concern.
Regulatory RiskNHTSA announced it will investigate the adequacy of TSLA's prior recall fix, potentially increasing regulatory risk as the company pushes its Full Self-Driving technology.