The robotaxi market is at an inflection point, with Waymo, Tesla, and others expanding commercial operations this year. Tesla is best positioned to lead this transition. It benefits from three structural advantages versus peers: the lowest unit cost, a flexible supply base that avoids diminishing capital returns, and a massive fleet that accelerates learning and product improvement.
At CES yesterday, Nvidia unveiled the “Alpamayo” model family and development tools designed to speed up reasoning-driven autonomous vehicle deployment. This note updates our view following Mobileye's major US win and Nvidia's "Alpamayo" announcement.
A director at Tesla Inc sold 60,000 shares at 445.396USD and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly show...
We kick off our 2026 Top Picks series today. Infineon was a controversial top pick last year, yet the stock returned ~40% in USD as our thesis partially played out. We maintain our conviction on the name and it remains one of our top ideas for the next 12 months. Our Top Picks in AI Infrastructure will follow later this week.
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