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15 handpicked stocks

Robotaxi Stocks (Tesla & Autonomous Vehicle Sector)

Tesla has received approval to test its self-driving robotaxis in Arizona, a major step toward launching a nationwide autonomous ride-hailing network. This progress highlights a growing investment opportunity in the broader ecosystem of companies developing autonomous driving technology and related components.

Author avatar

Han Tan | Market Analyst

Published on September 22

Your Basket's Financial Footprint

Summary of market capitalisation breakdown for Robotaxi Stocks basket (Tesla & Autonomous Vehicle Sector).

Key Points
  • Total market cap shows heavy concentration in a few very large-cap stocks.
  • Large-cap dominance typically implies lower volatility and broad-market-like behaviour.
  • Remainder of basket comprises much smaller caps, increasing idiosyncratic risk for the tail exposures.
Total Market Cap
  • TSLA: $1.47T

  • NVDA: $4.40T

  • MBLY: $12.22B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Tesla's regulatory approval for robotaxi testing in Arizona represents a pivotal moment for the entire autonomous vehicle industry. This milestone signals the technology is moving from concept to commercial reality, creating investment opportunities across the broader ecosystem of companies developing self-driving technology and essential components.

2

What You Need to Know

This is a high-growth, technology-driven theme focused on the autonomous driving supply chain. The group includes not just automakers, but also critical suppliers of semiconductors, LiDAR sensors, and software platforms. It's positioned as a tactical allocation for investors interested in the transportation revolution.

3

Why These Stocks

These companies were handpicked by professional analysts as key innovators and enablers within the autonomous driving ecosystem. Each is positioned to benefit from the technological shift toward self-driving vehicles, offering exposure to different parts of the supply chain from hardware to software solutions.

Why You'll Want to Watch These Stocks

🚗

Transportation Revolution Underway

Tesla's Arizona approval signals that robotaxis are moving from science fiction to reality. This regulatory milestone could accelerate adoption across the entire autonomous vehicle industry.

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Massive Market Opportunity

The autonomous vehicle market represents a multi-trillion-dollar opportunity that could reshape how we think about transportation. Early movers in this space could see substantial returns.

Technology Momentum Building

From AI chips to LiDAR sensors, the entire supply chain is advancing rapidly. Companies positioned in this ecosystem could benefit from accelerating demand and innovation.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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