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15 handpicked stocks

Powering Tesla's AI Ambitions

Following the approval of a new $29 billion pay package for Elon Musk, Tesla is poised to accelerate its transition into an AI-first company. This theme focuses on the ecosystem of companies that will support and benefit from Tesla's intensified push into AI and robotics.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at August 5

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

TSLA

Tesla, Inc.

TSLA

Current price

$332.50

Tesla leads the transition into AI-first automotive and energy solutions.

SERV

Serve Robotics Inc

SERV

Current price

$9.71

Specialises in AI-driven service robotics and automation systems.

TER

Teradyne Inc.

TER

Current price

$109.42

Supplies critical testing equipment for semiconductor and electronics manufacturing.

About This Group of Stocks

1

Our Expert Thinking

Tesla's recent $29 billion CEO compensation package signals a pivotal moment, removing leadership uncertainty and accelerating the company's transition into an AI-first entity. This stability creates opportunities for companies integral to Tesla's ecosystem, particularly those providing AI software, robotics, and automation technologies essential for next-generation manufacturing and autonomous vehicles.

2

What You Need to Know

This group focuses on businesses across the AI and robotics value chain that stand to benefit from Tesla's intensified push into artificial intelligence. These companies provide essential components, software, and systems crucial for autonomous vehicle technology and advanced manufacturing processes. The theme represents a catalyst-driven growth narrative tied to Tesla's strategic direction.

3

Why These Stocks

These stocks were handpicked by professional analysts based on their integral role in Tesla's AI-driven ecosystem. Each company operates in sectors directly aligned with Tesla's ambitious AI and robotics initiatives, positioning them to potentially benefit from increased orders and strategic partnerships as Tesla's focus intensifies on artificial intelligence and automation.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+517.49%

Group Performance Snapshot

517.49%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 517.49% over the next year.

8 of 12

Stocks Rated Buy by Analysts

8 of 12 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🚀

Tesla's AI Revolution

With leadership uncertainty resolved, Tesla is accelerating its transformation into an AI-first company. The companies supporting this ambitious pivot could see significant growth as Tesla's focus intensifies.

🤖

Robotics Boom Ahead

As Tesla pushes deeper into AI and robotics, the entire ecosystem of suppliers and technology partners stands to benefit. These companies are positioned at the forefront of the next industrial revolution.

Catalyst-Driven Growth

The $29 billion compensation package isn't just about leadership stability—it signals Tesla's commitment to its AI ambitions. Companies in this ecosystem could see increased orders and strategic partnerships as a result.

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