This carefully selected group of stocks represents companies that could benefit from Tesla's expansion of its Robotaxi service. Our professional analysts have identified opportunities across the autonomous vehicle ecosystem, from vehicle manufacturers to component suppliers and software developers.
Published on July 11
Tesla's Robotaxi expansion isn't just a test anymore. It's the start of a real commercial rollout that could transform transportation and create huge opportunities for companies in this group.
While Tesla makes headlines, the real story is the entire ecosystem of companies powering autonomous vehicles. This group gives you access to the whole value chain, not just one player.
The autonomous vehicle revolution is just beginning. These companies are at the forefront of a technology that could reshape cities, transportation, and how we live our daily lives.
Tesla's expansion of its Robotaxi service into key markets signals a major acceleration in autonomous vehicle commercialization. This creates opportunities not just for Tesla, but for the entire ecosystem of companies that enable self-driving technology, from chip makers to sensor producers and software developers.
This collection focuses on the diverse supply chain that powers autonomous vehicles. Rather than betting on a single company, this theme gives you exposure to various aspects of the industry, including hardware components, computing platforms, safety systems, and the AI-driven software that makes self-driving possible.
These companies were selected because they represent critical links in the autonomous vehicle value chain. From Tesla as the catalyst company to specialized providers of LiDAR sensors, computing chips, and safety systems, each plays an important role in the development and deployment of self-driving technology.
Basket market capitalisation summary and investor takeaways.
TSLA: $1.47T
MBLY: $12.22B
NVDA: $4.40T
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.
Here are a few of the assets in this group. Create an account to unlock the full list.
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:
+140.41%
On average, analysts expect assets in this group to grow 140.41% over the next year.
12 of 14 assets in this group are rated Buy by professional analysts.
