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15 handpicked stocks

Tesla's Autonomous Ride-Hailing Expansion

This carefully selected group of stocks represents companies powering Tesla's ambitious robotaxi rollout in the Bay Area and Arizona. Professional analysts have identified these technology providers as essential to the autonomous driving supply chain, from semiconductors to sensors.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 11

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

$330.56

The catalyst company, whose expansion directly drives demand across the entire autonomous vehicle supply chain.

NVDA

NVIDIA Corporation

NVDA

Current price

$180.45

A leader in AI and high-performance computing, providing the core processing power (GPUs) essential for training and operating autonomous driving mode...

A leader in AI and high-performance computing, providing the core processing power (GPUs) essential for training and operating autonomous driving models.

QCOM

QUALCOMM Incorporated

QCOM

Current price

$157.85

Provides the Snapdragon Digital Chassis, a comprehensive set of cloud-connected platforms for telematics, infotainment, and driver assistance.

About This Group of Stocks

1

Our Expert Thinking

Tesla's robotaxi expansion marks a pivotal shift from R&D to commercial deployment in autonomous driving. This creates sustained demand for companies providing the essential technology infrastructure, from high-performance computing to sensors and software platforms that make self-driving vehicles possible.

2

What You Need to Know

This collection spans the entire autonomous vehicle technology value chain. It includes market leaders in GPUs, advanced driver-assistance systems, automotive semiconductors, LiDAR, and sensor technologies. These companies stand to benefit as the autonomous vehicle industry enters its commercial phase.

3

Why These Stocks

These companies were handpicked because they provide critical components that enable the autonomous driving revolution. The portfolio balances pure-play autonomous driving technology providers with diversified tech companies that have significant exposure to this growing market.

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

+114.69%

Group Performance Snapshot

114.69%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 114.69% over the next year.

12 of 15

Stocks Rated Buy by Analysts

12 of 15 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

🚗

Riding the Robotaxi Wave

Tesla's expansion validates the entire autonomous vehicle market, potentially accelerating adoption and creating a ripple effect of demand for all the critical technology providers in this collection.

💡

From Testing to Revenue

The autonomous vehicle industry is shifting from R&D to commercial deployment, which means these companies could see growing, sustainable demand for their technologies after years of development.

🌐

Powering the Autonomous Future

These aren't just automotive stocks—they're technology innovators creating the building blocks for a transportation revolution that extends beyond Tesla to the entire mobility ecosystem.

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