#299: What Autonomous Driving Stocks You Should Buy (and Tesla Isn’t One) (w/ Derek Reilly)

There are three princes in the autonomous taxi race: Google’s Waymo, Tesla, and Amazon’s Zoox. But who will win and claim the crown? All the smartest investors want to know. Luckily for them, this week Derek Reilly drops by Stock Club, fresh off the CES trade show, where he saw the latest self-driving tech. Derek believes Waymo is the gold standard, having achieved Level 4 autonomy thanks to its use of lidar, radar, cameras, and sophisticated mapping. With its expansion focused on dense urban areas, he thinks adoption will look like a hockey stick. But hot on its heels is Zoox, Amazon’s purpose-built autonomous vehicle (imagine a fridge on wheels). While Tesla may have been first to market, Derek feels its decision to forgo lidar could undermine its safety and performance. Skipping lidar may have made its system cheaper, easier to scale, and sleeker in design—but using multiple sensors helps ensure performance regardless of conditions. When it comes to seeing any of these providers on the streets of Ireland, it will likely be a few years yet. The United States is an easier testing ground, with standardized road signs and lenient regulations. The same cannot be said for the EU. Beyond taxis, NVIDIA’s “Alpamayo” chip could help all car manufacturers work toward autonomy, making it a compelling pick-and-shovel play in the space. But telling someone NVIDIA is a great stock isn’t exactly breaking news. Derek does highlight, however, a slew of autonomous-driving stocks focused on software, processors, data storage, and lidar sensors—for those looking for names outside the Magnificent Seven. Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet”. For a limited time, 30 new subscribers to Horizon will get Nexus I, II, and III included for $1500. To claim your offer, email frank@mywallst.com Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month. Click here to join now or email frank@mywallst.com for a deal. Become a successful investor by checking out all the content MyWallSt has to offer: 📩 Email us: pod@mywallst.com 📚 Learn the fundamentals of investing by downloading our free Learn app: 💻 Keep updated on stock market news by visiting our blog: 🎧 Tune in to our podcast Stock Club to stay updated on weekly news: 🎉 Follow MyWallSt on social: ❌ X: @MyWallStHQ 💃 TikTok: @MyWallSt 📸 Instagram: @MyWallSt 🖥️ Facebook: @MyWallSt 👔 LinkedIn: MyWallSt 00:00 Intro04:33 Autonomous Driving 10106:27 Why Waymo Leads13:13 NVIDIA’s ‘AlphaMayo’16:48 Tesla FSD Debate22:56 Zooxs33:44 Beyond Robotaxis: Where Autonomous is Going38:32 Pick-and-Shovel Stock Plays

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#299: What Autonomous Driving Stocks You Should Buy (and Tesla Isn’t One) (w/ Derek Reilly) is an episode from Stock Club by MyWallSt.

This episode is 00:42:08 long.

This episode was published on Feb 19, 2026.

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