 Dear Reader, The stock market just entered a highly dangerous new phase – which is going to have dramatic consequences for your money this summer. The signs are everywhere: SpaceX just went public. OpenAI and Anthropic will likely follow it. If you're thinking of buying into any of these IPOs... PLEASE DON'T. They're likely to be disasters – the most overhyped, overvalued large-cap stocks of all time, foisted on gullible investors by Wall Street insiders. At the same time, the President and his family are openly picking winners in the stock market... while a 24-year-old just founded his own hedge fund and made $5 billion in less than a year. But it's what's coming NEXT that I'm most worried about. I've spent 30 years on Wall Street. I have my MBA from Harvard and spend my time in correspondence with billionaires like Warren Buffett and Bill Ackman. I've forecast the collapse of dozens of stocks. But what I see happening today scares me – as a former money manager, as a father, and as an American. Because our country is headed toward an economic event unlike anything we've seen in over 100 years. Perhaps you see the signs too. Or maybe you just feel it – that creeping, nagging doubt that tells you something is dangerously wrong in our country. If that's you, I'd urge you... listen to your gut. If you care about your wealth, your family, and your future, you need to understand what's really coming. I've put together a free analysis explaining exactly what I see, and the specific steps I recommend you take with your money today. I strongly encourage you to check it out here. Regards, Whitney Tilson
Editor, Stansberry Investment Advisory
Former Hedge Fund Manager
Co-Founder, Teach for America
Harvard MBA P.S. What's happening today will reset the financial system in a way most of us can't imagine. If I'm even half-right, it's going to have a huge impact on your money and your future. Get the details here...
This Week's Exclusive News
3 Stocks That Could Benefit as the Robotaxi Race Heats UpWritten by Nathan Reiff. Originally Published: 6/27/2026. 
Key Points
- The autonomous vehicle industry is continuing to grow, and companies developing sensing tools play an ongoing and crucial role.
- HSAI, MBLY, and AEVA are all increasingly major players to watch.
- Big partnerships for HSAI and AEVA could catalyze growth for these firms, while MBLY plans to launch its own robotaxi service.
- Special Report: You must do this before the OpenAI IPO
Investor attention may have shifted elsewhere in recent weeks, but the autonomous vehicle race is still quietly moving forward behind the scenes. In just the last few days, for example, Finland took a significant step toward approving key self-driving software, and privately held Terawatt Infrastructure secured $300 million in debt financing to expand driverless vehicle infrastructure, among other developments. Vehicle sensing technology is critical to the development of this industry, and competition remains intense among firms developing light detection and ranging (lidar) tools, perception systems, and related components. Many of these companies are relatively small and will depend on the success of their research and development efforts to keep growing, making them moderately risky investments. However, the potential for a breakout moment is also strong, and the names below may be top contenders. Hesai's Shipments Soar, But Margin Remains a Challenge
With a market capitalization of just over $2 billion, Hesai Group (NASDAQ: HSAI) is not the largest autonomous vehicle sensing tech firm. However, it may have the most technological momentum, thanks in large part to its May 2026 announcement of a key partnership and supply agreement with Mercedes-Benz. Under this agreement, Hesai's Thai manufacturing facility will support Mercedes' vehicle programs across Europe and China. Hesai has also recently made breakthroughs in 3D perception that give it an important advantage over camera-based systems. In its latest earnings report, the Chinese company reported 30% year-over-year (YOY) revenue growth as lidar shipments topped 471,000 units, helping Hesai achieve a fourth straight quarter of GAAP profitability. The firm expects lidar shipments of 3 million to 3.5 million units this year, putting it on pace to roughly double last year's already record-setting figure. One area of concern for investors is margin. Hesai's gross margin declined in the latest quarter, and if the company continues to emphasize lower-margin products, it may struggle to recover. Scaling shipments does not appear to be the issue—Hesai clearly has products in demand—but the company will need to remain focused on efficiency to stay competitive. Still, with six Buy ratings and a single Hold, plus upside potential of over 100%, analysts are quite optimistic about the stock. Mobileye Will Take Its Technology to the Streets With a Robotaxi ServiceAdvanced driver-assistance system developer Mobileye Global Inc. (NASDAQ: MBLY) has recently made headlines not for its autonomous vehicle technology directly, but because it plans to launch a U.S. robotaxi service in 2027. The company is well positioned to expand in this direction, as it already has a robust tech stack and mobility tools. However, it faces intense competition from companies that already have a foothold in the burgeoning industry. Competitors like Waymo and Tesla Inc. (NASDAQ: TSLA) are significantly ahead of Mobileye in driverless taxi services. Even so, Mobileye has a solid cash position and growing top and bottom lines, with revenue climbing 27% YOY and adjusted operating income rising 61% over the same timeframe in the last reported quarter. Mobileye's valuation remains fairly attractive with a price-to-sales (P/S) ratio of 3.43, but its move into robotaxi services is a major gamble. Analysts are split on the company, with 10 Buys but 15 combined Holds and Sells. Aeva: A Riskier Venture With Promising TechThe smallest company on this list by market cap, Aeva Technologies (NASDAQ: AEVA), is a $1.3 billion firm developing and commercializing lidar tools. While the company is still seeking profitability, it has steadily narrowed its net losses over the past several years, and revenue has also trended higher. Q1 2026 revenue, for instance, was $2.9 million above Q1 2025 levels. The company also has some breathing room thanks to $100 million in cash and short-term investments. The company's strength may lie in its partnerships. It announced a major collaboration with NVIDIA Corp. (NASDAQ: NVDA) early in 2026, for example. The firm's 4D lidar technology also shows significant promise, though Aeva has so far had a difficult time translating that potential into revenue growth. If it can turn that around, it could see a breakout moment. On the other hand, Aeva is likely the riskiest play on this list because of its dilution risk, stretched valuation, and continued struggles to achieve profitability. It's no surprise, then, that analysts are fairly divided on AEVA shares as well, with two calling it a Buy and another two assigning it either Hold or Sell ratings.
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