Reports of a potential delay inTesla, Inc.'s(NASDAQ:TSLA) robotaxi unveil punctured the shares on Thursday.

Several analysts addressed the ramifications of such an eventuality.

Johnson's Take:Tesla bearGordon Johnsonof GLJ Research sensed a far more severe issue than a two-month delay.

"If $TSLA is willing to put a man/woman in a leotard for the original unveiling of the Optimus Robot....& pillow sheets over cars that 'are coming' at Battery Day/AI Day, why wouldn't they use a CNC machine to put virtually ANYTHING out for Robotaxi Day UNLESS...," he said in...