Tesla's EU FSD vote just got ghosted 👻
The Oct 6 TCMV meeting agenda dropped—and Tesla's Full Self-Driving approval is nowhere on it. Netherlands' Article 39 request made the cut, but FSD (Supervised)? Nope.
Next realistic shot: December. Maybe.
This was supposed to be the catalyst for a broader European rollout. Now $TSLA bulls are stuck waiting another quarter minimum while the regulatory machine does its thing.
No drama, no explanation—just radio silence. Classic EU bureaucracy.
For anyone long $TSLA into this event: you just got a timeline reset. Trim if you were playing the October catalyst, or hold through if you're conviction-long on the bigger FSD story.
Either way, this delay matters. Europe's a massive TAM for autonomous tech, and every quarter of delay is another quarter of zero revenue from that market.
Chart-wise, watch how $TSLA reacts if this news spreads. Could see some profit-taking from anyone positioned for an October win.
The Oct 6 TCMV meeting agenda dropped—and Tesla's Full Self-Driving approval is nowhere on it. Netherlands' Article 39 request made the cut, but FSD (Supervised)? Nope.
Next realistic shot: December. Maybe.
This was supposed to be the catalyst for a broader European rollout. Now $TSLA bulls are stuck waiting another quarter minimum while the regulatory machine does its thing.
No drama, no explanation—just radio silence. Classic EU bureaucracy.
For anyone long $TSLA into this event: you just got a timeline reset. Trim if you were playing the October catalyst, or hold through if you're conviction-long on the bigger FSD story.
Either way, this delay matters. Europe's a massive TAM for autonomous tech, and every quarter of delay is another quarter of zero revenue from that market.
Chart-wise, watch how $TSLA reacts if this news spreads. Could see some profit-taking from anyone positioned for an October win.
