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14 handpicked stocks

Tesla's Robotaxi Rollout

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.

Author avatar

Han Tan | Market Analyst

Published on July 11

Your Basket's Financial Footprint

Basket market capitalisation summary and investor takeaways.

Key Takeaways for Investors:
  • Large-cap concentration tends to reduce volatility and aligns performance with broad market moves, lowering idiosyncratic risk.
  • Suitable as a core holding for diversified portfolios, not a speculative short-term growth play.
  • Expect steadier long-term appreciation rather than rapid, explosive gains; growth likely gradual and market‑linked.
Total Market Cap
  • TSLA: $1.47T

  • MBLY: $12.22B

  • NVDA: $4.40T

  • Other

About This Group of Stocks

1

Our Expert Thinking

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.

2

What You Need to Know

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.

3

Why These Stocks

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.

Why You'll Want to Watch These Stocks

🚗

Self-Driving Future Is Here

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.

🔍

Beyond Just Tesla

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.

🚀

Early Access to Innovation

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.

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

Read Full Insight

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