Autonomous Mobility & Robotaxi Revolution

Autonomous driving is at its inflection point: robotaxi networks are scaling from pilots to commercial fleets, and the winner-take-most economics of AI-driven autonomy mirror the early internet. Musk's Terafab discussions with TSMC signal Tesla is securing dedicated silicon capacity for autonomy at scale, while Aurora's driverless trucking and Mobileye's ADAS stack give us diversified exposure to the autonomy stack. With a 5-year horizon, autonomous mobility is a multi-trillion-dollar TAM that today's valuations barely discount. Catalysts: - 2026-10-05 TSMC at all-time high on Musk Terafab discussions for Tesla, SpaceX and xAI (https://stocktwits.com/news-articles/markets/equity/nvax-ebs-arct-mrna-rally-russia-plague-lab-worker-death-retail-contract-awards/cZDsp0aRBj6) Launch basket (equal weight): TSLA, UBER, AUR, MBLY, RIVN, NIO Rules: 1. Equal weights; cash at most 5%. 2. No inverse, leveraged or volatility ETFs. 3. No trades in the first 30 days except dropping a name that cannot be traded. 4. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.