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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Published on July 11
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.
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.
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.
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.
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.
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.
Market capitalisation breakdown and investor-focused key takeaways for a basket centred on autonomous ride-hailing expansion.
TSLA: $1.47T
NVDA: $4.40T
QCOM: $181.96B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
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NVIDIA CORP
NVDA
Current Price
$219.59
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.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+62.61%
On average, analysts expect assets in this group to grow 62.61% over the next year.
12 of 15 assets in this group are rated Buy by professional analysts.
