Tesla’s Robotaxi impresses; cyber and tech stocks face mixed investor views

Tesla's Autonomous Driving Technology - One analyst believes Tesla's autonomous driving technology is very smooth and impressive, even better than Waymo's initial performance [2] - The analyst estimates that Tesla's autonomous driving technology could lead to a trillion-dollar valuation, with expansion to 25-30 cities within a year [3] - Concerns exist regarding Tesla's lack of lidar and limited safety data release, suggesting they are behind competitors in autonomous driving [6] Tech Industry & Geopolitical Tensions - The current geopolitical environment creates uncertainty, potentially impacting software companies due to cyber warfare risks [8] - Some analysts favor Meta and Nvidia within the tech sector, but note a general uneasiness and lack of enthusiasm for overweight positions [9][16] - Cybersecurity is expected to receive increased attention due to geopolitical tensions, with Cyberark, Palo Alto, CrowdStrike, and Zscaler as potential beneficiaries [10][11] - Software companies like Microsoft and Oracle are viewed as safety names with valuation upside, despite valuation concerns [14] - Meta is considered reasonably priced, with continued user engagement on its platforms [16][17]