Retail Bulls Focus On FSD Momentum<\/p>\n
At the same time, Tesla is leaning heavily into its Full Self-Driving (FSD) narrative. The company said on Wednesday that Tesla owners have driven more than\u00a08 billion miles<\/a> using FSD, and adoption reached nearly 1.1 million paid customers globally in Q4.<\/p>\n Tesla said that FSD improves safety, noting that vehicles equipped with the system travel millions of miles before a major collision, compared with the U.S. average. However, regulators are examining the technology after identifying incidents in which FSD-equipped vehicles allegedly violated traffic safety laws. The National Highway Traffic Safety Administration (NHTSA) has been reviewing potential defects tied to millions of Tesla vehicles.<\/p>\n Regulatory Pressure And Branding Shift<\/p>\n The regulatory spotlight intensified recently in California, where the Department of Motor Vehicles required Tesla to stop using the term\u00a0\u201cAutopilot\u201d<\/a> in its marketing. The company has since adopted the label \u201cFull Self-Driving (Supervised)\u201d to emphasize that drivers must remain attentive.<\/p>\n Meanwhile, Tesla continues expanding its robotaxi efforts. The company operates hundreds of Model Y vehicles as robotaxis in Austin and the Bay Area, though incidents involving its vehicles have been reported. While Tesla has logged billions of assisted miles, competitors such as Waymo have accumulated over 127 million fully autonomous miles.<\/p>\n The Bigger AI Bet<\/p>\n Even as some institutions reduce exposure, Tesla is pressing ahead with its broader AI pivot. The company has said 2025 marked a transition toward becoming a physical AI and robotics company. It plans to ramp production of its Cybercab robotaxi, Tesla Semi and Optimus humanoid robot in 2026, while also investing about $2 billion in Elon Musk\u2019s AI startup xAI.<\/p>\n How Did Stocktwits Users React?<\/p>\n On Stocktwits, retail sentiment for Tesla was \u2018bullish\u2019 amid a 19% drop in 24-hour message volume.<\/p>\n One user said, \u201cSeems like robotaxi is slowly gaining some momentum. Some continuation bull div action going on showing up on the weekly as well.\u201d<\/p>\n Another user said, \u201cHolding for the AI & Robotics future. Long term vision is key.\u201d<\/p>\n TSLA stock has declined 9% so far this year.<\/p>\n For updates and corrections, email newsroom[at]stocktwits[dot]com.<\/p>\n![\"tsla](\"https:\/\/www.europesays.com\/ch\/wp-content\/uploads\/2026\/02\/tsla_ss_png_5db1bc7dfd.webp.png\")
TSLA sentiment and message volume as of February 19 | Source: Stocktwits<\/p>\n
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